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.…
Global oil prices extend move over $90 after report of two tankers struck in Hormuz
West Texas Intermediate’s contract for October delivery and Brent crude’s November contract rose to their highest levels in nearly two weeks. Source：MarketWatch
Are rising bond rates really so bad? Maybe not, say these exports
The nearzero interest rates that characterized the decade after the global financil crisis were a sign of economic dysfunction. Higher rates reflect a stronger…
Strategy spends $635M buying back STRC as perpetual preferred stock lags $100 par
STRC trades at $97.34 despite Strategy’s growing repurchases, while SATA’s higher dividend rate has helped it hold its $100 par value. Source：CoinDesk
From the U.K. to Japan, bond yields are jumping as U.S. bonds tumble
The old adage that the rest of the world sneezes when the U.S. catches a cold very much applies to bonds as well. Source：MarketWatch
‘It’s not fair’: My twin brother and I were left houses by our parents. Can I make him pay his share for taxes and upkeep?
“I am frustrated and financially exhausted from continuing to invest my own money into these properties.” Source：MarketWatch