Tech stocks enter November after a brutal October: Is it time to buy the dip?
Both the stock and bond markets are raising doubts about the sustainability of the AI trade. Source：MarketWatch
Tech stocks have made big V-shaped rebounds five times in 30 months — and now Deutsche Bank forecasts another bounce
Positioning among equity investors in tech stocks is consistent with much slower earnings growth than the sector is achieving. Deutsche Bank thinks it’s time…
Your stock portfolio increasingly hinges on the bond market — and the midterm elections
Tech stocks in late October caught the cold that for months has been a drag on the corporate bond market. Source：MarketWatch
The stock market’s front-runners stumbled in October. Here’s where the smart money is moving now.
U.S. stocks saw a stronger reversal in fortunes in October, as worries about dwindling free cash flows and rising borrowing costs threw a wrench into the works…
The selloff in tech stocks is shifting into overdrive
Technology stocks had been priced for perfection. They are now getting hammered. Source：MarketWatch
Coinbase leads crypto stock selloff following $6.3B Binance hack
Circle, Strategy and other cryptolinked stocks fell sharply Friday, a day after Binance disclosed a $6.3 billion security breach. Source：Cointelegraph
You can expect the stock market to rally no matter who wins on Election Day
Also in Weekend Reads: Dividend stocks, a way to jump on the Anthropic bandwagon ahead of its IPO, and advice from The Moneyist. Source：MarketWatch
The big winners of the tech wreck are biopharma stocks
The shares of large drugmakers like Lilly, Gilead and J&J keep hitting record highs. Source：MarketWatch
In a wild October for markets, these stocks were the biggest winners and losers
Many Big Tech stocks were hit hard but the S&P 500 showed strength under the surface, with a majority of stocks showing gains for the month. Source：MarketWatch
This strategist correctly recommended shorting Big Tech debt last year. Now he says the yields make it attractive.
Yields ranging from 6% to 8% on tech bonds provide more competition against stocks than before. Source：MarketWatch
Wall Street analysts urge investors to buy crypto stocks after $6.3 billion Binance hack
Analysts at Cantor Fitzgerald, TD Cowen and Compass Point say the $6.3 billion Binance hack is unlikely to derail the crypto market's recovery. Source：CoinDesk
Amazon’s and Intel’s stocks are set to plunge. But Wall Street’s October winners may surprise you.
A rough month in the technology sector was less spooky in other sections of the stock market. Source：MarketWatch