Manufacturers are getting frustrated: ‘The economy is annoying’
ISM factory index ticks down in August as price pressure continues to build. Source：MarketWatch
SEC proposes broad update to decades-old transfer agent rules with blockchain nod
The proposal would modernize rules largely unchanged since the 1980s, addressing blockchainbased recordkeeping, tokenized securities and increasingly automated…
Buy these stocks to ride the next big AI wave — connectivity, analyst says
Shares of Coherent and Lumentum are Deutsche Bank’s “highest conviction” picks among hardware companies in the era of AI. Source：MarketWatch
Why Microsoft’s stock could rally another 20% even after a summer winning streak
A BofA analyst says Microsoft’s fullstack strategy and custom chips are driving superior AI economics. Source：MarketWatch
Bitcoin stays flat as global bond bear market rages on, pushing JGB to high
Global bond yields hit multidecade highs today as Japan’s 10year JGB yield reached a 30year peak, keeping Bitcoin steady near $78,000. Source：Cointelegraph
Robinhood's new crypto network is printing cash, and it's sending Arbitrum's token soaring
Revenue on Robinhood Chain hit a 24hour record of $1.9 million, driving a 30% rally in ARB as traders chased downstream gains. Source：CoinDesk
There’s a disconnect between AI valuations and revenue-growth forecasts, observes this investor
Wellknown investor, academic and economist Paul Kedrosky is skeptical that this AI bubble differs markedly from that which met other new and revolutionary…
Get over your fear of haggling — and start saving real money
If you ask for a lower price on something, the worst they can do is say no. Source：MarketWatch
Bitcoin enters ‘Rektember’ as rate-hike risk combines with seasonality to threaten rally
September has historically been a poor month for risk assets in general, and bitcoin, in particular. Source：CoinDesk
Lake America? Trump’s Lake Ontario name change creates map mayhem for Apple and Google.
Google Maps now shows different names depending on a user’s country, while a Trump administration official says Apple has been “directly” contacted by the…
Lazarus Group-linked addresses move $30M through Hyperliquid
Crypto wallets linked to the OFACsanctioned Lazarus Group moved $30 million in digital assets through Hyperliquid, weeks after regulators said they were…
Morgan Stanley sees a 43% surge for Robinhood — without help from crypto
Analysts at Morgan Stanley lifted their price target for the online trading platform provider from $124 to $150. Source：MarketWatch