Stocks could soar in August. Here are six potential drivers.
Tom Lee, head of research at Fundstrat, outlined the reasons he thinks stocks could reach a new high this month. Source：MarketWatch
Dinari brings tokenized U.S. stocks to American investors as equity race heats up
The move brings the custodial tokenization model to eligible U.S. investors as competition over blockchainbased equities intensifies. Source：CoinDesk
The stock market’s brutal summer reset is finally over. Here is why Citadel Securities says it is time to buy again.
Citadel Securities strategist Scott Rubner said markets have gotten a “technical reset” and is ready to recommend buying stocks again. Source：MarketWatch
Why tech stocks are likely to take a back seat for the rest of 2026, according to JPMorgan strategists
Strategists at the bank see nonU.S. shares performing well in the second half of the year and prefer semiconductor stocks to hyperscalers. Source：MarketWatch
The gap between big tech and the rest of the market just vanished. Here’s what it means for investors.
Goldman Sachs says hot technology stocks have taken a beating — and investors should take a fresh look. Source：MarketWatch
AstraZeneca tie-up talks with Bristol-Myers Squibb are moving stocks. Analysts are puzzled.
AstraZeneca shares were slumping while BristolMyers Squibb was jumping on Monday on reported deal talks. But the big question is why these two pharmaceutical…
The reverse bridge: Crypto meets Wall Street using perps
Crypto exchanges built perpetual futures for digital assets. Now they are using them to offer 24/7 exposure to stocks, commodities and indexes. Source：CoinDesk
Investors are rotating into financial stocks. The Fed’s next move could determine how far the rally runs.
Financial stocks have been among the market’s best performers this month. The Fed’s next move, however, may determine how much further the rotation can run.…
Financial stocks are crushing it. These charts show why the ‘breakout’ rally may have just begun.
The breakout to record highs by bank stocks, plus their strong earnings and favorable valuations, suggest more good times ahead for the financial sector.…
The Iran war sent investors into fertilizer stocks — but here’s the China risk everyone’s missing
The fertilizer trade as it relates to the Iran war and the Strait of Hormuz is really three trades pointed in different directions. Source：MarketWatch
The equal-weighted S&P 500 just smoked the Nasdaq-100 in July — outperforming amid the violent chip-stock unwind
Tech stocks struggled in July. Will the volatility around the AI trade continue in August? Source：MarketWatch
July ends on a hopeful note for stocks after momentum trade sees biggest wipeout since 2000
Investors are seeing more signs that the bottom is near, if not already in. Source：MarketWatch