Get ready to buy the dip in tech stocks. Why the recent selling won’t break the bull market.
The stockmarket selloff in July looks more like a stress test than a breaking point. Source：MarketWatch
Software stocks are fading — but these 4 could shine through the rest of the year
Evercore recommends Microsoft, ServiceNow, Salesforce and Samsara. Source：MarketWatch
Micron, Sandisk and other chip stocks get major boosts in the wake of Microsoft’s earnings
Microsoft is spending heavily on AI but is also taking a “responsible” approach to its financials, an analyst said. Source：MarketWatch
Bitcoin stable as Fed fave PCE inflation sees first monthly drop in six years
Bitcoin and US stocks enjoyed a relief bounce as the South Korea semiconductor rout eased and US PCE inflation data conforms to yearonyear expectations.…
5 microcap software stocks expected to soar by triple digits as the companies’ sales pop
These companies are all expected to show very rapid revenue growth through 2028. Source：MarketWatch
This global equity fund boasts a 150% five-year return for investors, despite holding few U.S. stocks
The CIO of Ranmore Funds isn’t too keen on U.S. valuations at present, but the beatendown software sector is luring him back in. Source：MarketWatch
Wall Street just suffered a historic crash in highflying stocks. Why a quick tech rebound could be a trap.
A bounce may be coming for those momentum stocks that have been brought back to earth, which could open up another selloff, says BTIG’s Jonathan Krinsky.…
Nearly half of small-cap and midcap stocks are losing money
Wall Street is evolving into a winnertakeall contest. Source：MarketWatch
Hedge fund with $1.1B in Bitcoin miner stocks seeks capital after AI sell-off: FT
The FT said Situational Awareness had approached investors and lenders after borrowing amplified losses during July’s AI stock selloff. Source：Cointelegraph
Live updates: Bitcoin holds near $64,000 as Microsoft's AI payoff lifts stocks
S&P 500 futures gained 0.2% and Nasdaq 100 contracts rose 0.4% after the index had slipped into a correction, with Microsoft up 8% in premarket after its cloud…
Investors are overlooking healthcare stocks and should consider these top picks, says JPMorgan
Eli Lilly, AbbVie and Danaher Corporation are among the bank’s top picks for stocks in the sector. Source：MarketWatch
Stocks and bonds see wild ‘Fed Day’ swings as Wall Street’s ‘crash cushion’ evaporates
Major equity indexes put in their worst “Fed Day” performance since December 2024, while the yield on the 30year bond shot higher. Source：MarketWatch