Hut 8, IREN deals lift AI-focused Bitcoin mining stocks
Bitcoin miners rallied as investors cheered multibilliondollar AI infrastructure contracts, underscoring the sector’s accelerating shift toward data centers…
AMD’s stock climbs, and a new Microsoft deal is only part of the reason
Chip stocks were broadly recovering Monday, and AMD investors are gearing up for a big product event later in the week. Source：MarketWatch
South Korean stocks weren’t a big deal in your emerging-markets fund. Artificial intelligence changed that.
Is your emergingmarkets fund an accidental bet on AI? Returns for these two ETFs show why it might be. Source：MarketWatch
Hut 8 surges on $9.8 billion AI data-center lease, lifting compute sector
The longterm deal sparked a rebound in AI compute stocks after investors questioned demand for new data center capacity. Source：CoinDesk
Forget Nvidia. These 5 S&P 500 stocks are quietly going all in on AI.
The “Mag Seven” has become the “Bag Seven.” Sharp tech investors are looking elsewhere. Source：MarketWatch
Peter Brandt predicts the exact day Bitcoin’s bear market will be over
Renowned trading analyst Peter Brandt says investing in Bitcoin today, will pay off much better in two to three years than buying AI stocks at current prices.…
Is an opportunity to buy chip stocks nearing? These two big Wall Street banks are divided.
JPMorgan says a summer buying opportunity is coming for chip stocks, but Morgan Stanley says the sector is in for a hard remainder of 2026. Source：MarketWatch
Moonshot AI IPO push follows Kimi, Alibaba AI releases that shook bitcoin
Days after Kimi K3 rattled chip stocks, Moonshot is moving toward a Hong Kong listing at a $30 billionplus valuation while Alibaba's Qwen goes openweight.…
Bitcoin flat near $64,000 as oil hits a one-month high and Kimi AI selloff lingers
Brent jumped almost 4% on escalating U.S.Iran strikes, while Asian chip stocks stayed under pressure from Friday's Chinese AI shock. Source：CoinDesk
Chip stocks have entered a bear market. A BofA analyst says not to panic.
The semiconductor sector is undergoing a reset and has a tendency to underperform in the third quarter. Source：MarketWatch
Bond yields are sending a new signal about Fed rate hikes
The benchmark 10year Treasury is looking like a safety play during a sharp unwind in chip stocks Source：MarketWatch
18 tech stocks that have fallen at least 30% during July
Seven of the worst performers for the month were still up by triple digits for 2026. Source：MarketWatch