The last time value stocks beat growth by this much was 2022 — the year of the last major bear market
Value is leaving growth behind at a pace rarely seen outside major market downturns. The twist: This is a bull market. Source：MarketWatch
Bitcoin miners’ AI pivot loses Wall Street’s wow factor
New analysis finds AI infrastructure contracts are becoming larger and more profitable, but investors now demand stronger execution before rewarding bitcoin…
Bitcoin price coils under $65K as US PMI data brings new ‘stagflation’ warning
Bitcoin price action stayed compressed in an ongoing divergence from stocks and gold while US PMI data sparked fresh talk of “stagflation.” Source：Cointelegraph
33 stocks to bet on foreign markets continuing to beat the S&P 500
Surprisingly, many foreign markets are way ahead of the U.S. in yeartodate performance. Source：MarketWatch
Hedge funds forced out of tech stocks may leave the market at the mercy of retail traders
JPMorgan strategists say some big hedgefund groups took heavy hits in the July tech selloff, and they may be buying far less of those stocks going forward.…
SpaceX insiders get their first chance to cash out — but the stock’s slide will limit their opportunity
Up to 911.5 million SpaceX shares will become available for sale Thursday, but a separate tranche of up to 455.8 million shares will stay locked up due to the…
Gold hits six-week highs on China demand as Bitcoin ignores fresh S&P 500 record
Gold and US stocks stole the limelight on Wednesday as Bitcoin failed to gain significantly beyond $64,000. Source：Cointelegraph
The government owns some of the same stocks you do. Here’s why that is risky.
Recent deals to have the U.S. take a stake in companies mark something new: Government ownership used as a standing industrialpolicy tool rather than an…
Elon Musk addresses memory-chip stock concerns with one simple observation
Elon Musk’s remarks during the SpaceX earnings call may alleviate some of the concerns about the sustainability of AI capex and the distant threat of…
Bitcoin flat at $64,000 as stocks print records and Hormuz deal nears
BTC held near $64,000 as MSCI's world index set another peak and Brent fell toward a Hormuz deal. Ether is the only major down on the week. Source：CoinDesk
Stocks face their weakest seasonal stretch. Why extreme investor pessimism could limit any selling.
U.S. stocks are entering what has historically been the weakest stretch of the year, but unusually bearish investor sentiment could help limit any pullback,…
Traders are using options to chase a runaway rebound in stocks, pushing the market even higher
Stocks have shot higher over the past four trading sessions, and investors who are worried about missing out are piling into bullish options bets just to try…