Citadel Securities called the stock-market reset. Now it says leverage may build up again.
Strategist Scott Rubner says a growing list of stockmarket buyers are pushing it in a positive direction, notably big hedge funds and institutional managers.…
Super Micro stock is rallying after results. Here’s what Wall Street is saying.
Here’s what analysts are saying about Super Micro. Source：MarketWatch
AI capex could hit $1.6 trillion next year, says fund manager who sees more echoes of 1998 than the dot-com bust
A T. Rowe Price fund manager thinks the hyperscalers can comfortably fund their investment spending, and moreover, derive high returns on that invested capital…
Another AI lab is burning through cash as Tencent earnings rise
It’s not just American artificialintelligence companies burning through cash as they roll out evermore advanced models. Source：MarketWatch
Can I claim 50% of my husband’s Social Security now — and switch to my higher benefit at 70?
“I would like to offer a piece of advice for women who are or have been married.” Source：MarketWatch
Musician John Oates sells his idyllic Colorado ranch for $6.9 million
Rock ‘n’ roll legend John Oates, best known as half of the duo Hall & Oates, has sold the Aspen ranch he has owned for 35 years. 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…
Super Micro’s earnings report brings more good news, and the stock is climbing
The company impressed Wall Street several weeks ago by teasing an improved profitability trajectory. Super Micro’s latest forecast has exceeded expectations as…
CoreWeave’s stock soars as earnings show major AI momentum
The AI cloud provider topped revenue and earnings expectations, with its CEO cheering “an important inflection point.” Source：MarketWatch
Lumentum sees sales more than double as AI demand swells
Though Lumentum posted blowout earnings and an upbeat forecast, its stock was largely flat after hours. Source：MarketWatch
Cava reports sales growth even as some customers steer clear of lettuce
Cava Group says some diners have switched up their orders to avoid lettuce, but the fastcasual chain has still been able to sport sales growth despite a summer…
Oracle’s stock has taken a hit as AI spending concerns resurface
A lack of clarity around Oracle’s future AI spending plans is keeping investors on the sidelines, one analyst believes. Source：MarketWatch