Micron is doubling down on AI memory chips. That could pay off big time for investors.
Micron is reportedly increasing production capacity of a more profitable memory offering that’s in high demand due to AI. Source：MarketWatch
Why Oracle’s stock looks like a compelling buy ahead of earnings
While there are longterm debates around Oracle’s stock, analysts say the company looks poised to benefit from upbeat pricing trends and more when it reports…
Why the jobs report will actually be good for bonds
Based on the chatter on Wall Street, you’d think labor has never had it so good. Sadly for working Americans, this isn’t actually the case. Source：MarketWatch
Trump’s threat to stop trade unless there’s a rate cut risks shock to U.S. economy
Economists and other analysts offered criticism Friday after President Donald Trump floated the idea of stopping trade with countries that have a trade surplus…
Think of Nvidia’s $13 billion deal for Hugging Face as a form of ‘health insurance’
As long as opensource AI models dominate, Nvidia’s custom chip competitors won’t be able to take over its share of the market, an analyst says…
Here’s how people are building their nest eggs using ‘rent and invest’ strategies
Also in Weekend Reads: The disrupted bond market, a warning for traders who borrow money, and advice from the Moneyist. Source：MarketWatch
Jobs and Iran add to Trump’s midterm headaches. Why that’s good for bonds and bad for energy stocks.
The president needs lower gasoline prices and mortgage rates — fast. Source：MarketWatch
S&P 500 changes are coming soon. These stocks could be named to the index today.
Twilio, Bloom Energy and Cheniere Energy are among the top contenders to join the S&P 500 in the upcoming quarterly rebalancing. Source：MarketWatch
Rising interest rates pose a major threat to stock prices and other assets
How “Bondmageddon” may reset financial markets. Source：MarketWatch
A Democratic midterm sweep could make bonds the fourth-quarter contrarian play, says B. of A.’s Hartnett
Lower growth assumptions and weaker stocks would enhance the appeal of bonds, says equitymarket strategist and “Flow Show” author. Source：MarketWatch
Tesla’s stock falls as Cybercab launch lands with a thud
The company’s Cybercab rollout won’t be as broad as some investors had hoped. Source：MarketWatch
Volkswagen’s stock gets boost from plan to double job cuts to 100,000
The German car giant’s supervisory board unanimously approved a plan which envisaged slashing about 50,000 positions. Source：MarketWatch