Think of Nvidia’s $13 billion deal for Hugging Face as a form of ‘health insurance’
As long as opensource AI models dominate, Nvidia’s custom chip competitors won’t be able to take over its share of the market, an analyst says…
Potential midterm-election chaos can roil markets. Here’s one trader’s play.
Buying portfolio insurance to protect against falls in the market — if the outcome of the midterm elections is disputed — is so obvious to Kevin Muir, he…
Trezor says data breach affects another 67K US customers
Trezor said an additional 67,000 US users were affected by its shipping provider’s data breach, opening the path to potential phishing attacks and social…
Apple possessed the ultimate stock-market superpower under Tim Cook. Can its new CEO step up?
Leadership matters more than visionary ideas. Source：MarketWatch
Adobe just announced its next CEO. Here’s why its stock is dropping.
Incoming CEO Anil Chakravarthy is a company veteran. But another longtime business head will be departing Adobe, potentially foreshadowing further turnover in…
Catastrophe bonds may join tokenization rush, with plans for test issuance in 2027
A law firm and a tokenization platform say their proposed structure would give investors legal ownership of cat bonds onchain and could lower the minimum…
Broadcom’s stock falls despite upbeat earnings, extending a frustrating stretch for investors
Broadcom shares have gained just 6% so far this year, lagging behind the broader chip sector, which has risen 60%. The company’s outlook offered minimal upside…
How one strategist warned on semiconductor stocks within a day of their top
The chairman of JPMorgan Asset Management’s market and investment strategy warned on chip stocks within a day of their peak. Source：MarketWatch
Why Microsoft’s stock could rally another 20% even after a summer winning streak
A BofA analyst says Microsoft’s fullstack strategy and custom chips are driving superior AI economics. Source：MarketWatch
Asia sees digital asset custody infrastructure deals from Ripple, Coincheck
Ripple was among the latest blockchain companies to sign a strategic partnership to build more custody and tokenized asset management solutions for Asian…
UK’s crime agency freezes Premier League $13.5 million account in crypto crime probe
Authorities targeted funds from a $140 million sponsorship deal with crypto firm Sorare, though law enforcement confirmed no wrongdoing by the Premier League.…
This maneuver is boosting oil shipments through the Strait of Hormuz
Middle East oil producers are finding more ways to evade Iranian threats and push more of their product to market. Source：MarketWatch