These four shocks could hand investors an unexpected buying window, strategists say
Yardeni Research said a surprise interestrate decision by the Federal Reserve or increasing constraints in the artificialintelligence trade could provide…
The Kospi index is the leading indicator for the global AI trade — and Goldman just slashed its forecast by 25%
A reduction in the growth multiple that investors are prepared to pay for AI stocks and a rise in volatility has forced Goldman strategist Tim Moe to take an…
Calpers pulls back from big tech as AI jitters deepen neocloud sell-off
California’s pension fund shifts toward private equity as investors question tech valuations and the payoff from soaring AI spending. Source：CoinDesk
Over 11 million bitcoin has no known owner. Here's what it means
The large number of coins held in unidentified wallets shows that retail investors have been in this market for years, observers said. But this interpretation…
Here’s the real signal to watch for the Fed’s next move
Investors should focus not on the rate itself, but on where financial conditions are Source：MarketWatch
Bitcoin’s wealthy holders turning to loans and yield as investment habits mature: Xapo CEO
Borrowing against bitcoin and earning income to build their BTC holdings are becoming priorities for longterm investors, Xapo Bank CEO Seamus Rocca told…
AI fever ignites a boom in thematic ETFs as fund managers hunt for their next big hit
The runaway success of the artificialintelligence trade has left investors hungry for the next big market theme. Wall Street fund managers are happily obliging…
My husband wants to sell our $1.5 million home and invest the proceeds. But this is where we raised our kids — and I can’t bear to leave.
“He wants to buy something for $600,000 now that we are emptynesters.” Source：MarketWatch
‘Non-answers’ aren’t working. This is what investors really need from the Fed.
What really matters to investors, economists say, is for Fed Chairman Kevin Warsh to prove he can successfully communicate the central bank’s strategy.…
Investors piled a record sum into a leveraged semiconductor ETF last week. Things didn’t work out.
Traders making bullish bets on chip stocks are getting walloped this month, as renewed fears emerged about investment returns on the buildout of artificial…
The U.S. economy is great by this measure, and the good times aren’t over. So why are Americans so sour?
A onceinageneration investment boom has created lots of winners — but many Americans are feeling left out. Source：MarketWatch
Can Nvidia’s stock become a safe haven as Wall Street rethinks the AI trade?
Investors favored flashier AI plays earlier this year, but some analysts say Nvidia’s dependability could now hold more appeal. Source：MarketWatch