AMD is investing $5 billion into Anthropic as it seeks to cut into Nvidia’s dominance
The two companies also struck a chip deal. Source：MarketWatch
Is Microsoft’s stock set for a breakout? This analyst says a major inflection is in the cards.
Microsoft shares have slumped this year but a Bernstein analyst thinks the stock is due for a meaningful turnaround in the coming quarters. Source：MarketWatch
Forget Nvidia: The next big AI trade could be crypto and blockchain
Franklin Templeton’s Sandy Kaul and Circle CEO Jeremy Allaire argue that as autonomous AI agents start spending money on their own, blockchain networks will…
Shares of GE Vernova fall in premarket trading despite raised revenue outlook
The stock declined nearly 5% despite the energy company upgrading its guidance for 2026 revenue by $1 billion. Source：MarketWatch
Yes, the AI stock selloff looks terrifying. But it might actually save the bull market.
The hottest tech trades of 2026 just got slammed — smart investors are buying anyway. Source：MarketWatch
Kalshi rolls out Midterm Hubs ahead of the November elections in the U.S.
The prediction markets platform seeks to position itself as the primary source for election odds ahead of the midterm elections this year. Source：CoinDesk
Having $100,000 invested was once the gateway to building real wealth. For young people today, it’s double that.
While this investing benchmark is still worth celebrating, young people who want to feel rich in today’s economy need to have a lot more. Source：MarketWatch
Bond-market weakness makes a strong investment case for this unloved sector, strategist says
Michael Darda says the yield on the 10year Treasury will fall, so he likes beleaguered home builders. Source：MarketWatch
Oil prices climb to six-week high as hopes of de-escalation in Iran diminish
West Texas Intermediate and Brent crude’s frontmonth contracts rose almost 4% on Wednesday after an 11th night of attacks in Iran. Source：MarketWatch
The Treasury market is on the verge of a worrying milestone not seen since 2007
There are a host of challenges at work as the ‘long’ 30year Treasury yield approaches its longest stretch above 5% in 19 years Source：MarketWatch
Talos brings institutional trading tools to Kalshi prediction markets
The integration provides institutional clients with access to Kalshi’s event contracts and crypto perpetuals via Talos’ existing trading infrastructure.…
AT&T’s stock rises after earnings. Here’s why investors are cheering.
The telecommunications company beat expectations on subscriber growth, free cash flow and profit. Source：MarketWatch