Space stocks are falling hard — but SpaceX doesn’t deserve all of the blame
Investors are getting concerned that we may be near a period of “peak” defense spending, especially if control over Congress becomes divided. Source：MarketWatch
Why Palantir’s stock is missing out on a big software rally
Geopolitical and valuation concerns are weighing down Palantir shares, while other software stocks ride a wave of rotation out of semiconductors.…
Investors are piling into bond funds at a rapid rate. That’s a problem.
Think bond funds are safer than stocks right now? Stocks actually look like the smarter bet. Source：MarketWatch
Software stocks are rising, and these 6 are expected to withstand the AI threat
Most software companies are expected to show a slowing pace of sales growth over the next two years. Oracle and DigitalOcean are among the exceptions.…
Forget oil. A surging El Niño could kill Fed rate cuts — and these stocks stand to win.
Climate disruption could prolong inflation. Look to refiners, tanker operators and agricultural stocks. Source：MarketWatch
Leveraged ETFs are booming in 2026. But they’re also being shut down at a record pace.
Exchangetraded funds designed to make magnified bullish and bearish bets on swings in stocks and other areas of financial markets are closing down at a record…
‘Picks and shovels’ trade comes unstuck as AI hardware stocks plunge on competitive threat from China
Asian stocks sold off sharply on Tuesday amid reports that China is now capable of manufacturing DUV lithography machines. Source：MarketWatch
Micron and other chip stocks fall as China steals the spotlight
CXMT had a strong public debut in Shanghai, and now investors are weighing the prospect of a manufacturing breakthrough that could make China’s chip industry…
Bitcoin price eyes $66K as US stocks rise on Iran-strike pause
Bitcoin copied US stocks as relief over end of USIran strikes spread to risk assets at the start of the US trading session. Source：Cointelegraph
The S&P 500 is echoing its 2021 setup, according to Morgan Stanley
Investors have been pivoting toward highquality megacap stocks as more companies adopt artificialintelligence tools. Source：MarketWatch
Is your AI data-center stock vulnerable to voter backlash? Use this 5-part test to find out.
Anger over soaring electricity bills is separating winning utility stocks from the losers. Source：MarketWatch
There’s a technical ‘triple threat’ for stocks, but also places investors can hide
Treasury yields and oil prices surged, and the dollar confirmed the breakout toward a longerterm uptrend, to push the S&P 500 below key chart support.…