Almost all of the Nasdaq-100’s gains in the first half of 2026 came from just 10 stocks
Micron led the way, contributing 26% of the Nasdaq100’s firsthalf returns and 17% of the S&P 500’s gains, according to Jefferies. Source：MarketWatch
ServiceNow and Salesforce shares now look like buys, as ‘Armageddon’ fears are too extreme, analyst says
A Guggenheim analyst says that valuations for the two software stocks are too depressed, even though the AI threat is real. Source：MarketWatch
Opening a ‘Trump account’ for your children? Here is the risk you need to recognize first.
The new accounts ban bonds and international stocks, forcing parents to bet their children’s financial future entirely on U.S. equities. Source：MarketWatch
My student loans are paused until 2028. Should I pay them now anyway?
Plus: What’s going on with ‘grade inflation’? Source：MarketWatch
In the global car market, China is eating everyone’s lunch — except at home
Bank of America report highlights the drag on global automobile sales caused by chronically weak China demand. Source：MarketWatch
Businesses add 98,000 jobs in June, ADP says. Labor market on the mend, but it’s still not great.
ADP said U.S. businesses 98,000 new jobs in June — the smallest increase in three months. The payroll processor said hiring was slow but demand for labor was…
One in five U.S. companies is now using AI, but the impact on the job market remains narrow, say Goldman analysts
Artificialintelligence usage by American firms increased to 20.6% in June, and drags caused by the technology in certain sectors have been offset by growth in…
Overlooked bottlenecks and hyperscalers forced to keep spending will keep the chip-stock rally alive, says Nomura team
Nomura analysts offer a deep dive into the semiconductor industry — and some bottlenecks that the market hasn’t even woken up to. Source：MarketWatch
Tesla deliveries are set to rise — no thanks to the U.S.
Europe should be a source of strength when Tesla posts its secondquarter delivery numbers later this week. Source：MarketWatch
Student-loan borrowers face major changes that start today. Your repayment plan may be phased out.
SAVE plan notices are going out in July, and other repayment plans are being phased out or launched. Source：MarketWatch
Is the stock market open on Friday, or will it close early for the Fourth of July?
Since Independence Day falls on Saturday this year, here’s what to know about trading hours and mail delivery Source：MarketWatch
Anthropic gets all-clear to let foreigners use latest model ahead of crucial IPO
News the U.S. government has lifted export controls on Anthropic’s most powerful artificialintelligence models puts the company back on track to go forward…