How these homeowners pulled off buying a house in their early 20s
Despite typical firsttime buyers navigating a challenging housing market in recent history, a growing number of young adults have been able to become…
Broadcom earnings need to answer these questions for the stock to rally again
Investors are wondering if Broadcom will update its AI revenue guidance, and how durable growth in its AI business will be going forward, J.P. Morgan says.…
This could be the 10-year Treasury’s tipping point into the danger zone
An unrelenting rout has global bond yields touching their highest levels since 2008, driving up borrowing costs for households, businesses and world…
Manufacturers are getting frustrated: ‘The economy is annoying’
ISM factory index ticks down in August as price pressure continues to build. Source：MarketWatch
SEC proposes broad update to decades-old transfer agent rules with blockchain nod
The proposal would modernize rules largely unchanged since the 1980s, addressing blockchainbased recordkeeping, tokenized securities and increasingly automated…
Buy these stocks to ride the next big AI wave — connectivity, analyst says
Shares of Coherent and Lumentum are Deutsche Bank’s “highest conviction” picks among hardware companies in the era of AI. 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
Bitcoin stays flat as global bond bear market rages on, pushing JGB to high
Global bond yields hit multidecade highs today as Japan’s 10year JGB yield reached a 30year peak, keeping Bitcoin steady near $78,000. Source：Cointelegraph
Robinhood's new crypto network is printing cash, and it's sending Arbitrum's token soaring
Revenue on Robinhood Chain hit a 24hour record of $1.9 million, driving a 30% rally in ARB as traders chased downstream gains. Source：CoinDesk
There’s a disconnect between AI valuations and revenue-growth forecasts, observes this investor
Wellknown investor, academic and economist Paul Kedrosky is skeptical that this AI bubble differs markedly from that which met other new and revolutionary…
Bitcoin enters ‘Rektember’ as rate-hike risk combines with seasonality to threaten rally
September has historically been a poor month for risk assets in general, and bitcoin, in particular. Source：CoinDesk
Lake America? Trump’s Lake Ontario name change creates map mayhem for Apple and Google.
Google Maps now shows different names depending on a user’s country, while a Trump administration official says Apple has been “directly” contacted by the…