Space stocks are falling hard — but SpaceX doesn’t deserve all of the blame
Investors are getting concerned that we may be near a period of “peak” defense spending, especially if control over Congress becomes divided. Source：MarketWatch
Microsoft is making a $190 billion AI gamble — and investors will soon see if it’s paying off
Wednesday’s earnings report will offer a read on whether Microsoft’s aggressive AI buildout is delivering appropriate returns Source：MarketWatch
Investors are piling into bond funds at a rapid rate. That’s a problem.
Think bond funds are safer than stocks right now? Stocks actually look like the smarter bet. Source：MarketWatch
Kraken opens Jersey Mike’s IPO to retail investors through tokenized shares and direct allocations
Eligible US users can request IPO allocations, while customers in more than 110 countries gain access to tokenized Jersey Mike’s shares backed 1:1 by the…
Micron’s stock sinks toward worst monthly drop in 11 years as China fears escalate
Investors are worried about China’s domestic supply of chips and manufacturing tools, analysts noted. Source：MarketWatch
Meta is up against a wall of AI pessimism heading into earnings
Following Alphabet’s earnings last week, investors will be closely scrutinizing Meta’s AI spending. Source：MarketWatch
PayPal delivers an earnings beat as investors await updates on possible merger
PayPal is showing progress on some metrics as a standalone company, but Wall Street is preoccupied with its deal prospects following recent news.…
As semis sell off, rattled investors should heed last millennium’s lesson from Cisco Systems
The market should recover its poise within the next few days, says Fundstrat’s Tom Lee. Source：MarketWatch
Nvidia’s potential new deal with OpenAI would revive a spooky tech-bubble habit, analyst warns
Investors are fretting over a report that Nvidia could backstop an OpenAI datacenter lease, in what would be the largest such arrangement yet.…
Securitize Capital becomes SEC-registered investment adviser
The registration expands Securitize’s regulated platform for tokenized assets, adding investment advisory services to its institutional offering.…
Tether’s XAUt gold token receives Shariah certification to expand Islamic finance access
The certification could expand access to Tether’s goldbacked token among Islamic financial institutions and investors seeking Shariahcompliant exposure to…
Micron and other chip stocks fall as China steals the spotlight
CXMT had a strong public debut in Shanghai, and now investors are weighing the prospect of a manufacturing breakthrough that could make China’s chip industry…