Crypto Long & Short:
In this week's Crypto Long & Short, LMAX Group's Jenna Wright argues that markets break down not from too little capital but from capital stuck in the wrong…
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…
U.S. CPI inflation slows to 3.4% as expected, bitcoin holds near $64,000
Both headline and core inflation matched economists’ expectations, while bitcoin held near $64,000 and Treasury yields declined. Source：CoinDesk
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
FlightAware drops Kalshi lawsuit over a market niche that data shows it never took off
The flighttracking company voluntarily dismissed, without prejudice and without sharing a motive for its decision. However, the flight cancellation market…
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
Bitcoin holds near $64,000 as U.S. inflation data looms, Harmony exploit rattles altcoins
Markets are quiet ahead of the July inflation print, with bitcoin little changed, oil near $90 and Harmony nursing a fresh exploit. Source：CoinDesk