Novo Nordisk’s stock tumbles as doubts persist about Ozempic maker’s strategy
The drugmaker, best known for developing weightloss and diabetes drugs, failed to excite investors hoping for a turnaround. Source：MarketWatch
Amazon and Shopify make starkly different moves in the brewing battle over AI shopping
While Amazon is shutting out Meta’s Muse, Shopify is partnering on payment technology with the buzzy AI assistant. Source：MarketWatch
Why this investment bank expects little demand for tokenized stocks despite SEC’s new trading rules
TD Cowen expects limited demand for tokenized stocks despite new SEC rules opening a path for trading outside traditional markets. Source：CoinDesk
Bitcoin price tags $86K as analysis sees crypto in ‘new bull market’
Bitcoin crossed the $86,000 mark for the first time since late January as falling oil prices and concerns over supply lifted US stocks. Source：Cointelegraph
Meta’s stock is enjoying its best month in more than two years thanks to the company’s hot new AI assistant
Muse is gaining popularity and helping convince investors that Meta’s AI bets are paying off. Source：MarketWatch
AMD hits a major milestone as AI stocks blaze higher
On an intraday basis, AMD became the 14th U.S. company to see its market capitalization top $1 trillion. Source：MarketWatch
This is the ‘most underappreciated’ driver for Microsoft’s business, according to one analyst
Investors understand Microsoft’s cloudcomputing opportunities, but may not be giving enough credit to the revenue potential of its software business.…
ECB plans to buy tokenized bonds with its own funds
The European Central Bank rolled out a new system to link its payment system to blockchainbased financial markets. Source：CoinDesk
AI is a Pandora’s box that some CEOs seem wary of opening — at least with investors
Corporate America may be broadly using AI, but an analyst noted that some management teams are hesitant to bring it up with investors because it won’t…
AT&T’s stock looks like the smartest bet in the wireless sector, analyst says
An analyst at BNP has taken a positive view of AT&T’s stock, writing that investors should have “little to quibble with on the mobile side.” Source：MarketWatch
Kyle Samani predicts SOL flippening, claims ‘no one’ uses ETH
Multicoin Capital cofounder Samani expects SOL to surpass Ether’s market capitalization “this market cycle” and argues that “today, no one really uses…
Treasury Secretary Scott Bessent champions dollar dominance across global markets and stablecoins
Bessent pushed back against a bearish assessment of the U.S. economy highlighting strong growth, foreign demand for American assets and continued dollar…