Sandisk’s and Micron’s stocks sink as the rotation trade builds, but supply shortages should limit losses
Most of Sandisk’s annual revenue could eventually come from its new business model contracts that provide better visibility, BofA said. Source：MarketWatch
Stock-market bulls need Kevin Warsh on their side to keep winning, says Wall Street veteran Bob Doll
The “highrisk” bull market in stocks needs Federal Reserve Chair Kevin Warsh on its side, according to Bob Doll, CEO at Crossmark Global Investments.…
5 charts showing how ‘dumb money’ is transforming the stock market, as retail traders smash Wall Street records
Retail trading activity set records in May and June — and the propensity of that cohort to buy the dip has looked pretty smart. Source：MarketWatch
U.S. manufacturers keep on trucking despite a road littered with obstacles
High U.S. tariffs, war with Iran, a spike in oil prices, rising inflation — no matter. American manufacturers grew in June for the sixth month in a row to mark…
Nvidia is betting on a trillion-dollar robotics boom. Here is the hidden way to trade it.
CEO Jensen Huang has called humanoid robots a “multitrilliondollar economic opportunity.” Source：MarketWatch
14 value stocks of companies primed for rapid growth through 2028
Value stocks tend to outperform growth stocks during periods of high inflation. These companies in the Russell 1000 Value Index have high revenue growth…
CoreWeave, Nebius shares tumble as Meta stands to become a fresh threat in the cloud
Meta’s reported interest in monetizing its AI infrastructure is leading investors to question the sustainability of neocloud business models. Source：MarketWatch
This is the best time ‘in a generation’ to buy space and defense stocks, analysts say
Wedbush analysts are taking a bullish view of the space sector, initiating coverage of SpaceX and other stocks. Source：MarketWatch
Almost all of the Nasdaq-100’s gains in the first half of 2026 came from just 10 stocks
Micron led the way, contributing 26% of the Nasdaq100’s firsthalf returns and 17% of the S&P 500’s gains, according to Jefferies. Source：MarketWatch
ServiceNow and Salesforce shares now look like buys, as ‘Armageddon’ fears are too extreme, analyst says
A Guggenheim analyst says that valuations for the two software stocks are too depressed, even though the AI threat is real. Source：MarketWatch
Opening a ‘Trump account’ for your children? Here is the risk you need to recognize first.
The new accounts ban bonds and international stocks, forcing parents to bet their children’s financial future entirely on U.S. equities. Source：MarketWatch
My student loans are paused until 2028. Should I pay them now anyway?
Plus: What’s going on with ‘grade inflation’? Source：MarketWatch