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
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
A stock just surged on news Situational Awareness had bought it. But its current fate is unclear.
Financial market disclosures made by Situational Awareness, the oncesoaring hedge fund that had to liquidate its portfolio of stocks, moved a stock on…
Unitree’s IPO may be just the beginning of an investor frenzy over humanoid-robot stocks
The Chinese company will be the first to market in a wave of new humanoidrobotics IPOs. Source：MarketWatch
This fund manager tunes out AI hype to flag the infrastructure stocks to buy now. Think roads, water and telecom towers.
Lazard portfolio manager Bertrand Cliquet says infrastructure companies are worth more than the AI hype sometimes linked to them. Source：MarketWatch
When safe assets compete with risk. Lessons from the 1960s–90s for bitcoin and stocks.
Your dayahead look for Aug. 11 2026 Source：CoinDesk
Software stocks break away from bitcoin: What the rare divergence means for crypto
IGV’s rebound is reshaping a relationship it held with bitcoin for years, but history suggests bitcoin could still catch up. Source：CoinDesk
Bears are in pain as the S&P 500 hits record highs. That may mean more upside for stocks.
Positioning shows the shorts are yet to capitulate, suggests Citi 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.…
Bitcoin price slip wipes weekend gains as oil surge hits 5% on Hormuz disappointment
Bitcoin wobbled with US stocks as Iran deflated hopes on the reopening of the Strait of Hormuz oil route, while analysis praised “exceptionally strong”…
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.…
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