Crypto could outperform AI stocks: Wall Street veteran Jordi Visser
Former Morgan Stanley and Weiss executive Jordi Visser says AI agents are boosting demand for crypto as he expands his holdings beyond Bitcoin, Ether and…
Bitcoin drops below $80,000 as crypto ignores Asian tech rally, Fed meeting begins
Bitcoin fell 0.4% to around $79,700 since midnight UTC while Asian tech stocks rallied. The DeFi index dropped 1.8%, and the Fed is set to begin a twoday…
AI stocks haven’t played by the normal valuation rules. Now that rates are higher, they may have to, says UBS
Historically, the surges in investment and in the profitability it produced have proven unsustainable for U.S. tech companies, says Michel Lerner.…
Dividend stocks are having an excellent October as tech sector struggles
ETFs focused on dividend stocks are seeing a powerful rally in October, adding to huge gains in 2026. Source：MarketWatch
Why Lumentum’s stock led the S&P 500 higher on Monday
Optical stocks are staging a comeback following Anthropic’s IPO filing and some other good news Source：MarketWatch
These energy stocks are poised to profit from an imminent AI power crunch
Bloom Energy and Solaris Energy would benefit from an urgency around securing power to AI developers. Source：MarketWatch
Tom Lee's Bitmine favors share buybacks to ether purchases as crypto declines
The Ethereum treasury firm spent $46 million buying back shares as Chairman Tom Lee said crypto has held up better than AI stocks during the recent market…
Retail investors are getting cold feet about stocks, just when the market needs them most
Last week’s carnage for hedge funds highlighted the relative decline in trading activity among retail investors. Source：MarketWatch
Live news: Bitcoin barely holding $80,000 ahead of Fed on Wednesday, tech earnings this week
Brazilian stocks are expected to plunge at the open as President Luiz Inácio Lula da Silva unexpectedly secured a fourth term in office. Source：CoinDesk
The Kospi index is the leading indicator for the global AI trade — and Goldman just slashed its forecast by 25%
A reduction in the growth multiple that investors are prepared to pay for AI stocks and a rise in volatility has forced Goldman strategist Tim Moe to take an…
Cheesecake Factory was just the subject of unflattering headlines. It’s actually one of the hottest stocks around.
President Barack Obama over the weekend compared President Donald Trump’s White House modifications to “Saddam Hussein opening up a Cheesecake Factory.”…
Support for semiconductor stocks could be as much as 15% lower than current levels, says Morgan Stanley
The chief stockmarket strategist for Morgan Stanley is sticking with a forecast that the S&P 500 will end the year at 8,000, but growing caution is on display…