The bull market for stocks is defying everything, but Bank of America warns that an autumn reality check is coming
The midterm elections and a potential end to the Iran war could present challenges to this bullish stock market, Bank of America strategists said.…
Micron’s Chinese rival just reported its first earnings as a public company — and sales are booming
CXMT, the Chinese memorychip producer, on Friday reported its first financials as a public company that showed that how much it is benefiting from surge in…
How Bank of America and three other lenders could win big from Scott Bessent’s and Kevin Warsh’s bond-market machinations
It looks like Federal Reserve Chair Kevin Warsh and Treasury Secretary Scott Bessent are acting in a coordinated way to reduce longterm bond yields, according…
PayPal’s stock sinks as suitors reportedly walk away from their takeover bid
Reports of a takeover offer have propped up PayPal’s stock in recent months, but now the company may have to execute a turnaround on its own. Source：MarketWatch
Truckers are finally making real money again, and AI is a big reason why
Datacenter construction is one of the factors behind a trucking boom that has pulled the industry out of a freight recession. Source：MarketWatch
Is Anthropic worth $2 trillion? Here’s how the company is trading in a new tokenized market.
Not all fund managers are convinced by the valuation but perpetual futures are already pricing Anthropic Source：MarketWatch
Should I use my financial institution’s free advisers or hire an independent?
Buyer beware: There’s no shortcut for getting proper financial advice. Source：MarketWatch
On the six-month anniversary of the Iran war, divisions appear on Wall Street over the trajectory for oil prices
Oil supply has been rising out of the Gulf, but strategists at RBC Capital Markets warn of a lot more hurdles facing the market. Source：MarketWatch
My contractor handed my $42,000 pool upgrade to a subcontractor I had already rejected. What can I do?
“I specifically rejected Contractor A because of his reputation and chose Contractor B because of his reputation.” Source：MarketWatch
Marvell Technology shares slump as investors question Google deal. Here’s what Wall Street is saying.
Strategists at a number of banks noted that investors’ eyes were firmly on news about the company’s recent partnership with Alphabet’s Google, with…
Judge says Trump administration’s blacklist of Anthropic was illegal
The Trump administration violated Anthropic’s First Amendment rights when it blacklisted the AI company earlier this year, a federal judge ruled late Thursday.…
The S&P 500 is nearing a positive level — and the options market suggests a surge is likely
Options bets and volatility are sending buy signals, which sets up the stock market for a potential upside breakout. Source：MarketWatch