Why SpaceX’s stock is surging — and lifting the broader AI universe along with it
SpaceX just gave Wall Street a big reason to believe in the AI boom as demand for its computing power is off the charts. Source：MarketWatch
Super Micro’s stock soars after surprise update — with Dell and HPE shares joining the rally
Super Micro unexpectedly disclosed that its revenue and profitability could be much stronger than originally anticipated. Source：MarketWatch
Tesla’s stock rises as Elon Musk drops new clues about a possible SpaceX merger
Special committees at both companies are assessing merger prospects but a combination is no sure thing, Musk says. Source：MarketWatch
Walmart takes aim at Amazon and Costco with new membership program — but is it a good deal?
Some analysts question whether people will actually take advantage of Walmart’s new bundle, and how easy it is to make sense of the benefits. Source：MarketWatch
Netflix vows to revive viewership trends, but investors hit ‘sell’ on the stock
Streaming service cites “intense competition’ and acknowledges ‘some investor concern about our view hours growth.” Source：MarketWatch
Bull markets tend to peak with a whimper, not a bang — but a 15% correction for the S&P 500 may be next
Unlike bearmarket bottoms, which typically end with a spasm of despair as traders throw in the towel, bullmarket tops are far more gradual and less dramatic.…
The Social Security Administration corrected millions of records, and says there’s more to fix
In an effort to thwart fraud, the Social Security Administration said it has fixed millions of records and is working on correcting millions more.…
Wall Street researchers just used Claude to design a drug. The experiment has spawned a new investment thesis.
For years, artificialintelligence evangelists have boasted about the technology’s capacity to revolutionize drug development and medical research.…
Here’s what matters most to Tesla investors heading into earnings
Financial results are somewhat of a sideshow for an investor base eagerly awaiting updates on robotaxis, robots — and the cost of all that. Source：MarketWatch
Investors’ search for safety has made toothpaste stocks more expensive than tech
Wall Street is fleeing tech for toothpaste and shampoo. Even those stocks are getting expensive. Source：MarketWatch
It’s not just California’s billionaire tax. Wealth is on the ballot in the midterm elections.
Several states are dealing with ballot measures tied to taxing the rich — and there may be even more initiatives on this front in 2028. Source：MarketWatch
Looking for AI stocks that are still cheap? Consider these two under-the-radar picks.
Simon King of Saturna Capital names two stocks tied to base metals, for investors who want to look beyond the beaten path for AIrelated trades.…