Mortgage rates jump as tensions with Iran spook bond investors
The conflict between the U.S. and Iran is driving mortgage rates up, adding hundreds of dollars a month in extra costs for prospective home buyers.…
Micron’s stock surges on multibillion-dollar U.S. manufacturing push
The memorychip giant is reversing its recent slide after increasing its investment in the U.S. semiconductor supply chain. Source：MarketWatch
Aave rolls out vaults for yield-hungry fintech investors
Aave's new Stable Vaults product lets wallets, exchanges and payment apps offer yields on stablecoin deposits Source：CoinDesk
Schwab strategists warn of a major market shift: The era of easy index gains is officially over
More geopolitical instability, more frequent supply shocks and macro volatility are facing investors in an era that’s just starting, says Charles Schwab.…
10 stocks for momentum traders to consider buying — and 10 to avoid or sell short
These investments have a tendency to crash and burn Source：MarketWatch
Singapore's Temasek investment fund says crypto is off the table, will focus on AI
The $400 billion wealth fund plans to expand AI holdings to 15% of its portfolio by 2031 from the current 6%. Source：CoinDesk
Two blockbuster AI IPO's on the horizon could leave crypto further behind
A wave of blockbuster AI listings is drawing billions of dollars from global investors, reinforcing a rotation away from crypto. Source：CoinDesk
Russia's largest private bank Alfa-Bank tests crypto trading
AlfaBank is testing cryptocurrency trading for qualified investors as Russia moves toward regulating digital assets and banks prepare new crypto services.…
Crypto VC Paradigm raises $1.2B to push into AI
Crypto venture firm Paradigm is widening its investment gaze toward AI and other frontier industries with its latest fund. Source：Cointelegraph
Nvidia’s stock trades at a juicy discount, according to BofA
An analyst recommends investors take advantage of the “enhanced” buying opportunity brought upon by sustained underperformance. Source：MarketWatch
More than two-thirds of tech stocks are at least 20% off recent highs. What’s happening to the AI trade?
Major semiconductor names have been falling hard as investors take profits following a blockbuster second quarter. Source：MarketWatch
With Micron’s stock well off its peak, investors want proof that the AI boom can last
Investors in memory stocks are looking for signs that elevated pricing can be sustained for years without demand suffering. Source：MarketWatch