The global economy is starting to look K-shaped. Here are the winners and losers, and where the U.S. fits.
IMF sees a split global economy, with countries less exposed to the oil shock and benefiting from AI demand pulling ahead Source：MarketWatch
The SpaceX threat could loom over AT&T’s stock for a prolonged stretch, analyst cautions
Bernstein analyst Laurent Yoon no longer recommends any of the major telecommunications stocks as he warns of more volatility ahead. Source：MarketWatch
Investors worry the bull market is getting old. But history shows it can continue to age gracefully.
Contrary to a widespread current worry among some on Wall Street, bull markets do not die of old age, Source：MarketWatch
Brazilian stocks are breaking out as investors look for opportunities beyond tech
Brazil’s presidential election is powering optimism in the country’s stock market — and capturing the attention of investors wary of having too much exposure…
Nvidia and AMD shares fall as new AI announcements fail to re-energize investors
The chip makers introduced hardware and software designs for future AI data centers, but the revenue potential is still far out, an analyst says.…
Why Ciena, Lumentum and other optical stocks were among the market’s biggest losers on Monday
The sharp moves could partly be a reaction to recent cautious commentary on AI spending. Source：MarketWatch
Meta is back on the AI leaderboard with its new family of Wonder models
The company’s stock was up more than 3% following the release of Muse Wonder and Muse Wonder Full, which analysts expect to drive new business opportunities.…
Trump’s ‘energy ceasefire’ collides with real-world problems of dwindling fuel supplies
Oil markets were struggling on Monday to gauge how President Donald Trump’s new declaration of an “energy ceasefire” between Russia and Ukraine might help…
These stocks could be the future winners — and losers — of a massive shift in IT spending
As more money flows toward AI software offerings, Salesforce could deepen its customer relationships while Adobe looks vulnerable, analysts say.…
Buy these stocks as plays on Google’s big spending, analyst says
Google Cloud is growing fast, but several chip makers and networking providers could be better ways to capitalize on that trend, according to Melius Research.…
Bitcoin drops 2.2% as Ukraine, Iran strikes send oil toward one-month high
Bitcoin price action stayed rangebound after failing to sustain above $84,000 into the Wall Street open on rising oil prices. Source：Cointelegraph
Here’s how much extra money could be in your monthly Social Security check next year
Social Security’s costofliving adjustment will boost retirees’ monthly budgets. But will it be enough? Source：MarketWatch