CoreWeave’s selloff is a lesson in ‘Finance 101’ — and Wall Street says the stock can recover
Analysts argue CoreWeave’s underlying economics are far sturdier than nervous debt and equity investors realize. Source：MarketWatch
One of this year’s most important relationships in global financial markets is falling apart
One of the most important relationships in global markets has started to unravel over the past couple of weeks. Investors are scrambling to figure out what it…
Made an ‘honest’ mistake with crypto taxes? New bill offers way out
A proposed US bill would let crypto investors correct past tax reporting mistakes through a dedicated disclosure program, with reduced penalties for eligible…
Crypto audits give investors false sense of security as Q3 hacks cost $1.18 billion, Hacken says
The security firm found that 77% of thirdquarter losses involved compromised suppliers, delayed fixes or systems outside the latest security reviews.…
Citrini sees a tokenization boom. The harder question is who profits
The influential research firm says realworld assets could finally give blockchains a clear role in finance. For investors, the next challenge is figuring out…
Meet the home buyers totally unfazed by 7% mortgage rates
Individual investors and secondhome buyers accounted for 1 in 5 home purchases in September — the highest share in a little over a year. Source：MarketWatch
Microsoft, Shopify and 3 more AI stocks that are favorite Wall Street earnings plays
As earnings season kicks off, select tech companies have the opportunity to deliver big positive surprises for investors. Source：MarketWatch
The bond market shrugged off two inflation shocks. Why stock investors should pay attention.
Hot CPI and PPI data should have pushed Treasury yields higher. Instead, bond buyers stepped in to suggest yields have risen high enough to become attractive…
EchoStar’s stock looks like a stealthy way to ride the SpaceX wave, J.P. Morgan says
Investors aren’t giving EchoStar enough credit for the value of its future SpaceX stake or its potential to strike more spectrum deals, an analyst argues.…
Microsoft wants to make AI cheaper. Will investors actually see the savings?
Microsoft is betting that its custom chips can lower costs, but the AI equation is more complicated than that. Source：MarketWatch
AI investors have woken up to the bond market’s warning signs
Also in Weekend Reads: Robotic housekeeping, how to save on a wedding, and advice from The Moneyist. Source：MarketWatch
Welcome to the ‘AI burnout trade’ — as investors grow tired of debating tech’s promises
AI is likely to pay off eventually, but investors are getting sick of all the handwringing over nearterm returns, analysts say. Source：MarketWatch