The U.S. economy is gathering steam. This is the chief reason why.
The AI boom shows no sign of easing as Anthropic prepares to go public and businesses gobble up durable goods. Source：MarketWatch
How to use I-bonds to create guaranteed, inflation-proof income in retirement
The new Ibond interest rate could be 5.5% or 5.4%, but that shouldn’t change your strategy. Source：MarketWatch
Microsoft earnings will look funky — but an elusive number is finally arriving
Microsoft is about to pull back the curtain on Azure revenue, giving investors a better understanding of the cloud business. Source：MarketWatch
CF Benchmarks brings Wall Street pricing infrastructure onchain, including data used by BlackRock
The new service could help developers build blockchainbased index funds, tokenized portfolios and derivatives using established financial benchmarks.…
A bigger-than-expected win for Democrats in the midterms could deliver ‘short-lived weakness’ for stocks, strategists say
A divided federal government is expected after the midterms, but the size of the congressional majorities could really matter to markets. Source：MarketWatch
Bitcoin miners' move into AI is creating a new market for trading computing power
Luxor raised $16 million to expand into AI hardware and trading, betting that computing power will become a market where companies can hedge costs and prices.…
Hayes details FLOP’s AI compute derivatives vision after selling his altcoins
Arthur Hayes revealed the derivatives market design for Flop Network and how he expects its native token could transform AI compute into a tradable commodity.…
Bitcoin price analysis sees ‘strong rally’ as old coins become dormant
A decline in the share of Bitcoin’s realized cap held by coins unmoved for 18 months or longer points to the ‘early stages’ of a bull market, analysis says.…
Here’s the question three tech-sector earnings reports raise about the future of AI
Celestica, Cadence Design Systems and Rambus all posted estimatebeating results for the third quarter. Source：MarketWatch
Why reported Khamenei call for end to ‘neither war nor peace’ moved markets — a bit
Iran’s supreme leader was quoted as saying it’s time for a deal. There’s a long way to go. Source：MarketWatch
AI debt trouble could help Fed’s Warsh get his way with fewer rate hikes
AI financing has been harder and more expensive to come by as the capitalspending boom comes under more scrutiny. Source：MarketWatch
Big Tech’s earnings are on deck. There’s more for investors to watch than AI spending.
As Microsoft, Alphabet and Amazon prepare to report quarterly results, workforce cuts are raising questions about how AI will reshape jobs at the toptier tech…