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…
Lazarus Group-linked addresses move $30M through Hyperliquid
Crypto wallets linked to the OFACsanctioned Lazarus Group moved $30 million in digital assets through Hyperliquid, weeks after regulators said they were…
Morgan Stanley sees a 43% surge for Robinhood — without help from crypto
Analysts at Morgan Stanley lifted their price target for the online trading platform provider from $124 to $150. Source：MarketWatch
New Apple CEO John Ternus’s first big challenge: Leading when his old boss is still in the building
Tim Cook may be stepping down as Apple’s CEO, but he’s sticking around in an expanded board role Source：MarketWatch
Suddenly Wall Street is getting a bit nervous. Here are two ways to prepare for potential turbulence.
Strategists at Citadel Securities and JPMorgan both said they have turned temporarily cautious, though neither is saying the bull market is over.…