SpaceX’s Starship is finally set for orbit. A lot is riding on its success.
Next week, SpaceX plans for Starship to complete six orbits of the Earth during a nearly 10hour flight. Source：MarketWatch
AI stocks are rebounding. One analyst says there’s no spending slowdown in sight.
Customers are signing multiyear deals for chips and more: “That’s not what the front end of a downturn looks like.” Source：MarketWatch
Wall Street may have gotten the ‘slower AI’ story all wrong
A world where AI companies slow their development isn’t necessarily bad for chip makers or great for software vendors. Source：MarketWatch
Balancer eyes wind-down after restructuring fails to revive revenue
Balancer cut costs and shipped new products after restructuring, but Marcus Hardt says v3 failed to replace legacy revenue as November’s $128 million exploit…
Chip stocks were a safe AI play. Now they’ve turned into the market’s pain trade.
A slowdown in the pace of AI development wouldn’t necessary dent spending, but there are other reasons semiconductor investors may want to take a measured…
Robinhood plans share redemptions, voting rights for stock tokens, after criticism
CEO Vlad Tenev said more shareholder features are coming as Robinhood’s offshore stock tokens draw scrutiny over ownership rights. Source：CoinDesk
CrowdStrike and Palo Alto Networks are leading software stocks toward a never-before-seen feat
The software sector is on pace to outperform the chip sector by a historic degree in the face of escalating AI fears. Source：MarketWatch
Marvell is sitting on an incredibly ‘sticky’ business that could help it unlock a $30 billion opportunity
Marvell is best known for making custom chips — but an analyst notes there’s arguably more potential in supporting components and optical networking.…
Salesforce’s stock has been riding a wave of AI optimism. Here’s what Wall Street wants to see next.
Salesforce’s Dreamforce conference next week could offer a glimpse of how its recently announced Claudeforce partnership with Anthropic will play out.…
Coinbase, Moov to provide stablecoin infrastructure for US community banks
The partnership will provide stablecoin acceptance, settlement and realtime funding capabilities to over 1,000 community banks and credit unions.…
Nasdaq invests $100 million in Kraken parent company Payward at $21 billion valuation
The investment expands a strategic partnership to bring tokenized, votingenabled equities to crypto exchange users. Source：CoinDesk
Treasury Secretary Bessent urges CLARITY Act passage after Senate returns
Secretary Scott Bessent warned that failing to pass the CLARITY Act would send a “troubling signal” about America’s leadership in the digital asset industry.…