As Micron’s stock rebounds, Morgan Stanley says investors shouldn’t get spooked by the past
Memory chips remain a bottleneck to AI development and demand looks durable, Morgan Stanley analyst says. Source：MarketWatch
SpaceX flirts with a further decline down the market-cap ranks
SpaceX has lost more than $1 trillion in market value since its peak, briefly landing it below Meta on the marketcap leaderboards. Source：MarketWatch
‘I never want to manage people again.’ I’m 33. Should I leave my corporate leadership role to become an assistant?
“I just don’t care about the corporate ladder.” Source：MarketWatch
Iren’s stock surges as the neocloud lands $2.8 billion worth of new deals
The AI infrastructure provider is easing anxiety over high datacenter buildout costs as it secures new customers and prepayments for chips. Source：MarketWatch
Detecting cyclospora is ‘notoriously difficult.’ Here’s what the FDA’s apology to Taylor Farms means.
The FDA and CDC are investigating iceberg lettuce sold by Taylor Farms to confirm the source of the cyclospora outbreak Source：MarketWatch
South Korean stocks weren’t a big deal in your emerging-markets fund. Artificial intelligence changed that.
Is your emergingmarkets fund an accidental bet on AI? Returns for these two ETFs show why it might be. Source：MarketWatch
SpaceX gave investors intense FOMO. Now the decade’s hottest IPO represents a brutal reality check.
The hidden danger of chasing hyped initial public offerings? Skipping the fine print. Source：MarketWatch
Forget Nvidia. These 5 S&P 500 stocks are quietly going all in on AI.
The “Mag Seven” has become the “Bag Seven.” Sharp tech investors are looking elsewhere. Source：MarketWatch
As the battle for AI supremacy intensifies, Trump White House reportedly contemplates a ban on Chinese models
Not only do Chinese models perform many of the same tasks for a fraction of the cost of U.S. versions, their prospective flotations may dilute the appetite for…
Domino’s shares jump as franchise store operators spend more on ingredients
The pizza chain’s stock jumped about 7% in premarket trading after revenue was around 2.5% higher than analysts’ estimates for the second quarter.…
Scared of the AI trade? Here are three investment themes instead, says Goldman Sachs
Semiconductors have fallen into a bear market, prompting some investors to look elsewhere Source：MarketWatch
I will claim Social Security early. Why do so few people talk about the elephant in the room?
“The strongest argument for claiming benefits earlier goes beyond the traditional breakeven analyses.” Source：MarketWatch