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.…
ServiceNow’s stock leads a software rally. Here’s what’s energizing investors.
There’s growing confidence in the idea that traditional software companies will be able to withstand AI disruption. Source：MarketWatch
Treasury-market reprieve could be fleeting with deluge of corporate-bond issuance due in September
“From a bond investors perspective, the bottom line is about where you put your money to work,” says Henry Song, portfolio manager at Diamond Hill…
Five reasons we’re headed for a 10% stock-market correction — or worse
Summer is winding down, and “spooky season” will soon be upon us. That’s just one cause for investor wariness. Source：MarketWatch
Cantor opens Kalshi prediction markets to thousands of institutional clients
The investment bank will help its roughly 3,000 institutional clients execute large block trades in event contracts. Source：CoinDesk
The bond selloff is rattling investors, but here’s why they shouldn’t expect a deeper stock downturn
Fundstrat’s Mark Newton says it’s not time to panic about surging bond yields driving a deeper stock rout. He offers technical evidence to back his case.…
Bitcoin has ‘largely purged’ froth that preceded 50% drop from $126K: BlackRock
Bitcoin maintained its appeal as a diversification investment despite dropping more than 50% from alltime high, a BlackRock report stated. Source：Cointelegraph
Ripple raises $275 million in senior notes for prime brokerage push
Ripple Prime's inaugural senior notes carried an investment grade rating and drew institutional investors across key financial markets. Source：CoinDesk
Meta is facing its ‘Big Tobacco’ moment — and investors can profit
Even a loss in the landmark youthsafety trial would do little to hurt Mark Zuckerberg’s empire. Source：MarketWatch
SEC proposes new crypto rules in absence of CLARITY Act
The proposed rules from the US securities regulator would provide companies with a safe harbor from tokens being treated as “investment contracts” and certain…
The Fed minutes are coming —and they’re more crucial now as Warsh limits his communication
Investors are starved for information in a new world of “terse” communication from the central bank. Source：MarketWatch
Here’s the case for Nvidia’s stock to climb 55%, according to BofA
An analyst is looking past financing risks and noting that Nvidia could appeal to investors through its enhanced share buybacks. Source：MarketWatch