AI trade loses steam as infrastructure boom faces reality check
Record earnings, rising competition and concerns over slowing AI spending are forcing investors to reassess one of the market's biggest trades. Source：CoinDesk
SpaceX wins wild praise, with one analyst going so far as to predict a 400% stock surge
Wall Street is using colorful language as analysts cheer major upside potential for SpaceX’s stock. Source：MarketWatch
EDX Markets raises $76 million in funding round led by SBI Holdings
EDX’s model targets institutional clients by separating trading from custody through a central clearinghouse to minimize counterparty risk. Source：CoinDesk
Bitcoin, XRP draw Japanese firms as weak yen drives treasury diversification
SBI VC Trade says corporate demand for crypto is rising as a weak yen pushes firms to diversify reserves, part of a run that took its registered accounts past…
American workplaces are hostile to workers caring for aging family members. These companies are doing things differently.
Offices are about to be full of employees who have another job taking care of a loved one. Some companies are trying to adjust. Source：MarketWatch
Condos are getting cheaper — but list prices don’t include this fast-growing hidden cost
New lending requirements, rising insurance premiums and aging buildings have contributed to the rising cost of condo ownership. Source：MarketWatch
Russia’s oil refineries are burning — and, now, so is its bond market
Fuel shortages in Russia may achieve what nothing — and nobody — else could: force Putin to the negotiating table. Source：MarketWatch
The bull market got a new lease on life — can it last?
The markettimers’ bullishness is a mile wide but only an inch deep Source：MarketWatch
‘Our family is broken beyond repair’: My brother took over my parents’ finances. What can I do?
“Without telling me, my brother petitioned for sole guardianship of our mother.” Source：MarketWatch
Why these global stocks with a high barrier to entry are winning the war on AI disruption
Goldman Sachs says the HALO trade has worked well this year, but a tougher phase relying on earnings performance lies ahead. Source：MarketWatch
Just how K-shaped is the U.S. economy? The top 10% spend nearly as much, excluding essentials, as bottom 70% combined
The gulf between the rich and everyone else is laid out in a stark analysis done by Bank of America’s economists on household spending. Source：MarketWatch
不做fast follow的人，都想创造一个新的世界丨36氪离线聚会第三期
“理性的人让自己适应世界，不理性的人坚持让世界适应自己。因此，一切进步都取决于不理性的人。” 萧伯纳在《人与超人》里的论断，其实缺少了一个前提：让世界适应自己，你得先看见一个别人还没看见的世界。 无法否认的是，过去二十年在中国的科技行业里，有一条相对成熟的路径：fast…