The AI infrastructure trade is still not over, says this top-performing fund manager. Where he’s investing.
BNY Mellon Global Infrastructure Income exchangetraded fund manager Brock Campbell said some investors mistakenly believe the artificialintelligence play has…
Softbank’s mega junk-bond deal shows capital for the AI race is getting more expensive
The artificial intelligence buildout is officially crossing over to the world of junk bonds, where investors expect to be paid more for taking bigger risks.…
The Nasdaq’s rapid rise to a record is sending a message to investors: Don’t wait for a pullback to buy
Some analysts say the upbeat data on the Nasdaq’s outlook is backed up by improving fundamentals. Source：MarketWatch
Republican senator calls for probe into US presidents’ sons, citing crypto ventures
Many Democrats have previously called for investigations into the Trump family’s crypto ventures, but now a Republican is asking for an inquiry based on ties…
Wall Street and AI ruined your ‘diversified’ portfolio
AI is everywhere, leaving investors exposed if the technology doesn’t pan out as expected. Source：MarketWatch
Financial conditions are tightening. Here’s why stock investors should pay attention.
Widening credit spreads worldwide are a sign that how stocks are valued may be changing for the worse. Source：MarketWatch
‘She gave a neighbor $2,000’: Social Security overpaid my mother, 82, by $20,000. What else is hiding in her finances?
“My mother has a pension, Social Security, investments and a house probably worth over $1 million.” Source：MarketWatch
Bitcoin hits an 8-month high — and sends a clear message about risk appetite right now
The lack of clarity around crypto’s regulatory framework hasn’t stopped bitcoin from surging, as investors haven’t abandoned hopes for clearer U.S. rules.…
Novo Nordisk’s stock tumbles as doubts persist about Ozempic maker’s strategy
The drugmaker, best known for developing weightloss and diabetes drugs, failed to excite investors hoping for a turnaround. Source：MarketWatch
Why this investment bank expects little demand for tokenized stocks despite SEC’s new trading rules
TD Cowen expects limited demand for tokenized stocks despite new SEC rules opening a path for trading outside traditional markets. Source：CoinDesk
Meta’s stock is enjoying its best month in more than two years thanks to the company’s hot new AI assistant
Muse is gaining popularity and helping convince investors that Meta’s AI bets are paying off. Source：MarketWatch
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.…