Magnificent Seven slump sent momentum stocks to their fourth worst performance in 22 years. Here’s what happens 70% of the time.
The S&P 500 underperformed its equally weighted counterpart by 350 basis points last week Source：MarketWatch
Why ‘permabear’ Jeremy Grantham is steering his own cash into high-flying tech companies
A viral socialmedia post this weekend took Jeremy Grantham bashing a step further by looking at the investing legend’s own investments. Source：MarketWatch
Bitcoin dips to $59,700 as Iran de-escalation lifts stocks but not crypto
U.S. equity futures rose after reports the U.S. and Iran agreed to halt strikes and resume talks. Bitcoin has barely moved, still down 6.8% on the week.…
Coinbase, Circle underperform Big Tech as crypto stock slump deepens
Coinbase and Circle have posted steeper losses than Oracle, Netflix and Salesforce, highlighting the widening gap between crypto equities and the broader…
It’s a tale of two S&P 500s as rotation out of top tech stocks shifts into overdrive
The equalweighted version of the S&P 500 outperformed its traditional capitalizationweighted sibling this week by the widest margin in six years.…
ServiceNow, Salesforce and other software stocks surge as the OpenAI threat weakens
Oracle’s stock missed out on the broader software rally, as the company is tied to OpenAI’s success through its cloudinfrastructure business. Source：MarketWatch
Tech stocks just had one of their worst weeks in a year. Here’s how AI momentum went off the rails.
It one of the worst weeks for tech stocks of the year, and Wall Street spent much of it confronting a question it had been too euphoric to ask: what exactly…
Healthcare stocks have become a haven for investors ditching tech
Shares of AbbVie, Eli Lilly and Johnson & Johnson were on track to hit alltime highs Friday, in the latest signal that investor appetite for the…
AI’s most explosive hardware trades are hitting a wall. Why optical and memory stocks are falling.
AI spending has been a key engine for the market, and some investors now worry that it could stall out, one expert says. Source：MarketWatch
How Micron aims to break through the risk cycle that has spooked investors for decades
Also in Weekend Reads: Medicare and GLP1s, tech stocks and career advice. Source：MarketWatch
U.S. stock market sees first outflow since March. And that may set the stage for a risk-off summer.
A trend reversal in fundflow data may show that investors are switching their focus from tech stocks to sectors in line to benefit as midterm elections…
Why a reported delay for OpenAI’s listing complicates further the picture for tech stocks
SoftBank shares slumped Friday following a report that OpenAi may delay its IPO until next year. Source：MarketWatch