Good news for stock-market bulls: Corporate earnings growth is no longer being driven just by tech
For years, the S&P 500’s earnings engine had only one driver: the Magnificent Seven. This quarter, the rest of the market has started pulling its weight.…
This Nvidia change could spell good news for Micron
An analyst says that Nvidia’s move to downgrade some chip capabilities could end up boosting consumption of highbandwidth memory. Source：MarketWatch
Fed Chair Kevin Warsh promises 2% inflation, but skyrocketing U.S. debt makes that a pipe dream
Uncle Sam needs inflation, not just economic growth, to escape today’s debt crisis. Source：MarketWatch
Microsoft’s stock is charging back. Here’s the case for it to rally another 30%.
Think Microsoft is overspending on AI? A Bernstein analyst says the company is actually taking a “measured” approach. Source：MarketWatch
2 charts showing just how insane the stock market’s August ‘crash-up’ has been so far
Many investors were caught flatfooted when stocks suddenly jerked higher late last month, as a dramatic July momentum unwind ended with a hint of optimism.…
Archer strikes deal with Boeing in latest bid to transform aviation through AI
Archer Aviation’s stock is flying higher after the company agreed to buy three business units from Boeing. Source：MarketWatch
‘Disappointing’ — crypto advocates react to delay in CLARITY vote
Following a procedural delay in the US Senate, lawmakers are expected to address a major crypto market structure bill after they return from a monthlong…
17 S&P 500 companies with growing revenue and profit margins — and some of their stocks are cheap
These companies increased their quarterly sales per share by at least 40% while expanding their gross profit margins and their operating margins.…
SpaceX’s stock moves above its IPO price for the first time in almost a month
SpaceX shares have been clawing their way back in recent days but remain well off their highs. Source：MarketWatch
Taylor Farms recalls jalapeño-based foods in 26 states amid ongoing salmonella outbreak
The farming giant said this includes salsas, guacamole and pimento cheese dips. Source：MarketWatch
The stocks of these ‘toll takers’ could be the AI boom’s next big winners
The next boom could be in stocks of companies collecting recurring revenue from AI workloads. Source：MarketWatch
Barrick’s stock slides after dispute settlement sets the scene for IPO of mining company’s gold assets
Mining giant Barrick announced Monday that it has reached an agreement with goldmining company Newmont to combine some of their mines — helping to support an…