Neocloud stocks like CoreWeave are having a moment — and time’s running out to cash in
The neoclouds are destined to be “cyclical leasing companies,” according to BCA analyst Noah Weisberger, which implies low valuations for the stocks.…
Bitcoin price reaches $72.5K as US issues ‘Economic D-Day’ threat to Iran
Bitcoin saw new multimonth highs above $72,500 even as US stocks cooled amid US threats of “economic warfare” with Iran. Source：Cointelegraph
Our 4-year-old son has $100,000 in his 529 account. Should we buy him stocks instead?
“He also has a brokerage account, but there’s only $500 in it.” Source：MarketWatch
The chip-stock rally hits a speed bump — but these analysts see reason to be hopeful
Previous instances of shortterm pressure on semiconductor stocks opened up opportunities for investors who bought the dip, according to one analyst.…
9 stocks to ride the industrial sector’s blazing rally
Industrial stocks have gotten expensive, but here are some with the most attractive growth prospects. Source：MarketWatch
Bitcoin price hits 11-week high as US Treasury doubles debt buyback size
Bitcoin joined US stocks in a broad rally after the US Treasury announced that it was at least doubling the amount of its debt buyback operations from…
Berkshire Hathaway bet big on the U.S. housing market. You probably shouldn’t follow suit.
Homebuilder stocks are cheap, but it’s not easy to time a rebound in the depressed housing market. Source：MarketWatch
Pressure on bonds abates as Treasury announces buybacks. What may come next.
The Treasury Department said Wednesday that it will more than double the size of governmentdebt buybacks, sending yields sharply lower and stocks higher at the…
Robinhood CEO urges U.S. to clear path for tokenized stocks as overseas markets advance
Vlad Tenev says tokenized stocks could bring realtime settlement and 24/7 trading, but U.S. rules remain a hurdle. Source：CoinDesk
AI chip stocks were riding high. Here’s why Micron and others are now pulling back.
Analysts note high expectations, concerns about elevated Treasury yields and a potential letdown surrounding Anthropic’s financial progress, Source：MarketWatch
Kraken adds U.S. stocks in Europe as TradFi-crypto divide blurs
The exchange said it is the first crypto company to offer European customers both traditional U.S. equities and tokenized versions of those assets on a single…
Is SpaceX an AI play or a space stock? Two months after the IPO, investors still can’t decide.
Shares don’t trade like the “Big Tech” stocks, and their correlation to the space sector is “mixed,” according to a new analysis. Source：MarketWatch