Neocloud stocks like CoreWeave are having a moment — and time’s running out to cash in
The neoclouds are destined to be “cyclical leasing companies,” according to BCA analyst Noah Weisberger, which implies low valuations for the stocks.…
If rising rates were enough to end a bull market, we’d have entered a bear market long ago
The “Fed Model” has turned bearish — how much should you care? Source：MarketWatch
US debt tops $40T stoking debate on what it means for Bitcoin
Analysts say the $40 trillion debt milestone could bolster Bitcoin’s longterm case, even as Treasury yields, dollar strength and liquidity remain key nearterm…
Apple has gotten too predictable. Can its next CEO bring back the element of surprise?
Wall Street is hoping that John Ternus will shift Apple’s AI strategy by spending more, pursuing larger mergers and doubling down on innovation.…
‘Ghost offices’ and long wait times: Social Security workers demand $3 billion and 20,000 hires
“The public is going to have a harder and harder time accessing these benefits,” union official said. Source：MarketWatch
The rise in interest rates hit a ‘raw nerve’ at the White House. Bessent’s plan has analysts on edge.
U.S. Treasury Secretary Scott Bessent has made waves this week with his plan to at least double his department’s buybacks of longerdated Treasury bonds.…
The biggest loser from the Treasury’s latest buyback plan: The U.S. dollar. Here’s why.
An important pain threshold has been crossed, one currencymarket expert warns. Source：MarketWatch
Treasury buybacks could set up Bitcoin’s next move toward $180,000, says strategist
Longtime bond market investor Mark Connors sees routine government bond buybacks improving liquidity and bringing bitcoin’s next rally closer. Source：CoinDesk
Bitcoin price reaches $72.5K as US issues ‘Economic D-Day’ threat to Iran
Bitcoin saw new multimonth highs above $72,500 even as US stocks cooled amid US threats of “economic warfare” with Iran. Source：Cointelegraph
U.S. bond yields are already surging again a day after Bessent’s debt-buyback plan
Treasury Secretary Scott Bessent’s plan to calm markets is being shortcircuited. Source：MarketWatch
The energy market’s rising ‘crack spread’ is threatening to break the American consumer
The energy market is sending a warning to cashstrapped consumers: Don’t expect prices at the pump to come down anytime soon. Source：MarketWatch
Bitcoin's jump above $71,000 sets up bullish golden cross pattern
Bitcoin’s improving momentum could produce a golden cross, but the rally still faces an important test. Source：CoinDesk