Nvidia, Intel, Google: Wall Street is partying like it’s 1999
The signs are all around that Wall Street is back in that dangerous atmosphere of giddy euphoria that those with long memories will remember from the infamous…
An active fund holding a whopping 800 stocks is beating major indexes. Here’s how.
For diversification in the stock market, there are actively managed alternatives to index funds. Source：MarketWatch
Social Security recipients will get more money next year. Here’s how much benefits may rise.
Social Security’s costofliving adjustment could be as much as 3.6% in 2027. Source：MarketWatch
Lumentum’s stock surges, giving a further boost to the optical-networking trade
Excitement is building for Coherent’s earnings report after upbeat results from Lumentum. Source：MarketWatch
Nebius adds to the excitement around neocloud stocks with upbeat earnings of its own
Investors are reacting positively to earnings results and demand signals from neocloud companies CoreWeave and Nebius. Source：MarketWatch
Eli Lilly is suing pharmacies and peptide vendors over sale of its next big weight-loss drug: retatrutide
Some Americans have turned to medical spas and pharmacies that sell peptides for health and wellness benefits for access to compounded versions of retatrutide.…
The $30 trillion Treasury market is facing a painful reckoning. How rising yields could squeeze your portfolio.
The roughly $30 trillion Treasury market — widely seen as the bedrock of the global financial system — is facing a dangerous reckoning driven by a perfect…
CoreWeave’s stock is rocketing after earnings lead to praise from bulls and bears alike
CoreWeave is broadening its customer base and benefiting from upbeat pricing dynamics, analysts say. Source：MarketWatch
This week’s solar eclipse could make stocks go down. No, really. Here’s why.
The eclipse on Wednesday is unlikely to lead to the end of the bull market. But could have some impact on investors. Source：MarketWatch
Citadel Securities called the stock-market reset. Now it says leverage may build up again.
Strategist Scott Rubner says a growing list of stockmarket buyers are pushing it in a positive direction, notably big hedge funds and institutional managers.…
Super Micro stock is rallying after results. Here’s what Wall Street is saying.
Here’s what analysts are saying about Super Micro. Source：MarketWatch
AI capex could hit $1.6 trillion next year, says fund manager who sees more echoes of 1998 than the dot-com bust
A T. Rowe Price fund manager thinks the hyperscalers can comfortably fund their investment spending, and moreover, derive high returns on that invested capital…