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
Ford matches GM in one crucial way, and the stock jumps
Ford leans on pickup trucks and other traditionally powered vehicles to limit sales decline. Source：MarketWatch
My stepdad is dying from cancer. How can I help my mom find out if she’ll get his assets?
“My worry is that one of his kids from his other marriage or one of his siblings will pop up and say they deserve his assets.” Source：MarketWatch
Why Palantir’s stock is missing out on a big software rally
Geopolitical and valuation concerns are weighing down Palantir shares, while other software stocks ride a wave of rotation out of semiconductors.…
An extra-caffeinated version of Mr. Pibb is helping Coca-Cola win over cash-strapped shoppers
CocaCola’s stock is bucking consumer weakness as it heads toward a record high. 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
The U.S. will import Mexican cattle again. Here’s what that means for high beef prices.
The U.S. Agriculture Department will allow cattle imports from Mexico to resume beginning in late August, despite the threat of the New World screwworm.…
Alphabet and Tesla took a hit from soaring AI spending. Will Microsoft, Meta and Amazon be next?
Big Tech’s binge is draining free cash flow — and the bond markets are taking notice. Source：MarketWatch
Software stocks are rising, and these 6 are expected to withstand the AI threat
Most software companies are expected to show a slowing pace of sales growth over the next two years. Oracle and DigitalOcean are among the exceptions.…
The Fed isn’t your biggest worry. The central-bank decision that actually impacts your 401(k) lands in Tokyo.
Japan is edging toward the exit on buying America’s debt. Here is why this matters to your retirement plans. Source：MarketWatch
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