Why a stronger Japanese currency could spell trouble for AI and technology stocks
A rapid unwind of the Japanese yen ‘carry trade’ could trigger a stock selloff, particularly hurting highvaluation U.S. tech names. Source：MarketWatch
These software stocks are in a prime spot to benefit from a rapidly shifting AI landscape
Adobe tops a list of software companies ranked by cash generation, while sector heavyweights Microsoft and Oracle are at the bottom. Source：MarketWatch
Bitcoin faces key support test at $78.3K as US crude oil hits three-month high
Bitcoin fell with US stocks on the opening of Tuesday’s Wall Street trading session as analysis warns that BTC price support at $78,300 must hold.…
Beneath the surface, the next market leaders are getting ready to break out, says Morgan Stanley
Earnings estimates are starting to pick up for artificialintelligence adopters — and their stocks are due to rise as well, argues Morgan Stanley.…
U.S. stocks usually stumble after Fed hikes, but these markets tend to climb, says Citi
The relative returns for Japanese and U.K. equities reach between 2% and 3% on average following the first interestrate raise in a hiking cycle by the Federal…
Live updates: Yen rally and rising bond yields pressure bitcoin and risk assets
Bitcoin, gold and technology stocks fall as the yen rallies, while oil prices and government bond yields climb globally. Source：CoinDesk
Chip stock investors beware — these charts could warn of further weakness ahead
U.S. stock investors have reason to pay attention to the currency market for signs of how money may be flowing in and out of chip stocks. Source：MarketWatch
Just like for SpaceX, investors may look to ‘make room’ for AI lab IPOs. These stocks could pay the price.
OpenAI and Anthropic’s listings may dovetail with a seasonal tax plan, further hurting some poor performers Source：MarketWatch
Jobs and Iran add to Trump’s midterm headaches. Why that’s good for bonds and bad for energy stocks.
The president needs lower gasoline prices and mortgage rates — fast. Source：MarketWatch
S&P 500 changes are coming soon. These stocks could be named to the index today.
Twilio, Bloom Energy and Cheniere Energy are among the top contenders to join the S&P 500 in the upcoming quarterly rebalancing. Source：MarketWatch
A Democratic midterm sweep could make bonds the fourth-quarter contrarian play, says B. of A.’s Hartnett
Lower growth assumptions and weaker stocks would enhance the appeal of bonds, says equitymarket strategist and “Flow Show” author. Source：MarketWatch
AMC CEO blasts Robinhood for stock token, putting synthetic shares in spotlight
Adam Aron said AMC has no connection to Robinhood’s tokenized shares, reviving questions around how stocks are brought onchain. Source：CoinDesk