Neocloud stocks like CoreWeave are having a moment — and time’s running out to cash in
The neoclouds are destined to be “cyclical leasing companies,” according to BCA analyst Noah Weisberger, which implies low valuations for the stocks.…
If rising rates were enough to end a bull market, we’d have entered a bear market long ago
The “Fed Model” has turned bearish — how much should you care? Source：MarketWatch
Apple has gotten too predictable. Can its next CEO bring back the element of surprise?
Wall Street is hoping that John Ternus will shift Apple’s AI strategy by spending more, pursuing larger mergers and doubling down on innovation.…
‘Ghost offices’ and long wait times: Social Security workers demand $3 billion and 20,000 hires
“The public is going to have a harder and harder time accessing these benefits,” union official said. Source：MarketWatch
The rise in interest rates hit a ‘raw nerve’ at the White House. Bessent’s plan has analysts on edge.
U.S. Treasury Secretary Scott Bessent has made waves this week with his plan to at least double his department’s buybacks of longerdated Treasury bonds.…
The biggest loser from the Treasury’s latest buyback plan: The U.S. dollar. Here’s why.
An important pain threshold has been crossed, one currencymarket expert warns. Source：MarketWatch
U.S. bond yields are already surging again a day after Bessent’s debt-buyback plan
Treasury Secretary Scott Bessent’s plan to calm markets is being shortcircuited. Source：MarketWatch
The energy market’s rising ‘crack spread’ is threatening to break the American consumer
The energy market is sending a warning to cashstrapped consumers: Don’t expect prices at the pump to come down anytime soon. Source：MarketWatch
Conditions are ripe for a market ‘accident,’ but surging bond yields alone won’t cause it, concedes pessimistic strategist
The rise in bond yields renders markets more vulnerable to bad news, observes the “permabear” Albert Edwards of Société Générale. Source：MarketWatch
You’ve all heard AI is remaking the economy. Here’s how it’s changing lives — for better or worse.
AI, not Trump, is the big mover of the economy, this analyst says — and it’s just going to get bigger. Source：MarketWatch
Treasury’s buyback blitz may end up driving bond yields higher, warns JPMorgan. Here’s its advice for investors.
Strategists Jay Barry and Jason Hunter are predicting fallout from the Treasury’s move that they see as not even needed. Source：MarketWatch
Walmart shares slide as U.S. sales hit by falling drug prices
The supermarket chain reported comparable U.S. sales growth of 2.6% in its secondquarter earnings, its lowest in over six years. Source：MarketWatch