This is the ‘most underappreciated’ driver for Microsoft’s business, according to one analyst
Investors understand Microsoft’s cloudcomputing opportunities, but may not be giving enough credit to the revenue potential of its software business.…
ECB plans to buy tokenized bonds with its own funds
The European Central Bank rolled out a new system to link its payment system to blockchainbased financial markets. Source：CoinDesk
AI is a Pandora’s box that some CEOs seem wary of opening — at least with investors
Corporate America may be broadly using AI, but an analyst noted that some management teams are hesitant to bring it up with investors because it won’t…
AT&T’s stock looks like the smartest bet in the wireless sector, analyst says
An analyst at BNP has taken a positive view of AT&T’s stock, writing that investors should have “little to quibble with on the mobile side.” Source：MarketWatch
Bank of Korea launches 24-hour won settlement pilot for foreign investors
The Bank of Korea’s new network will let foreign investors settle won transactions during business hours in their home countries. Source：Cointelegraph
'We have lost control': Crypto pioneer warns AI could trigger systemic banking and infrastructure shocks
Marc van der Chijs sold much of his bitcoin to invest in AI. Now, growing concerns about the technology accompany a move to put some profits back into crypto.…
Stocks face a growing list of threats — so why are investors staying so calm?
Investors are well aware of the risks, but they have simply decided none are significant enough to force them out of the market. Source：MarketWatch
Dtcpay welcomes SBI Group as strategic investor extending Series A to $25M
Singaporebased payments company completes Series A funding round with Japanese investor SBI Group. Source：Cointelegraph
Why investors shouldn’t be spooked by fears of an October stock-market crash
You may be able to profit from investors’ irrational belief that crashes are especially likely to occur in October. Source：MarketWatch
Amazon, Palantir and 12 more top tech stock picks from UBS analysts
The AI datacenter buildout is still early, and UBS says investors can cash in through investments across the technology, media and telecommunications sectors.…
Why investors’ best move in reaction to Fed’s rate hike is doing nothing at all
Even when rates are higher, stocks should still beat bonds Source：MarketWatch
Two signs investors don’t have to fear an AI slowdown
Neocloud companies CoreWeave and Nebius are signaling strong demand and rising prices for AI chips. Source：MarketWatch