These signs suggest investors should give the software sector a second chance
Software stocks and loans have started to find their footing in July, suggesting it may be time for investors to forgive and forget. Source：MarketWatch
Bitcoin nears seven-week high as stocks ignore Iran strikes, Trump 10% tariff plans
Bitcoin and crypto joined US stocks in brushing off USIran war escalation and the threat of fresh trade tariffs before the end of the month.…
Welcome to the ‘Roaring ’20s’: Here’s how this earnings season will keep the bull market strong
Stay with the AI trade and overweight technology stocks, according to one earnings expert. Source：MarketWatch
Time to buy the dip in momentum stocks after a punishing July drawdown? Here’s what history tells us.
Investors who can stomach a little shortterm volatility are often rewarded. Source：MarketWatch
Robinhood-backed DEX Arcus expands with tokenized assets, perps
Arcus, built by the dYdX team, adds tokenized stocks and perpetual futures on Robinhood Chain as platforms compete to bring traditional assets onchain.…
The co-founder of Stocktwits dumped chip stocks before their 20% slide. Where he’s putting his money now.
Stocktwits’ Howard Lindzon talks to MarketWatch about sidestepping a chip selloff, where he sees opportunity and the “degenerate economy.” Source：MarketWatch
Why cheap Chinese AI models could actually be a boon for Nvidia, Micron and other chip stocks
Moonshot AI’s Kimi K3 could encourage a surge in enterprise workloads and provide a longterm tailwind to chip demand. Source：MarketWatch
Hut 8, IREN deals lift AI-focused Bitcoin mining stocks
Bitcoin miners rallied as investors cheered multibilliondollar AI infrastructure contracts, underscoring the sector’s accelerating shift toward data centers…
AMD’s stock climbs, and a new Microsoft deal is only part of the reason
Chip stocks were broadly recovering Monday, and AMD investors are gearing up for a big product event later in the week. Source：MarketWatch
South Korean stocks weren’t a big deal in your emerging-markets fund. Artificial intelligence changed that.
Is your emergingmarkets fund an accidental bet on AI? Returns for these two ETFs show why it might be. Source：MarketWatch
Hut 8 surges on $9.8 billion AI data-center lease, lifting compute sector
The longterm deal sparked a rebound in AI compute stocks after investors questioned demand for new data center capacity. Source：CoinDesk
Forget Nvidia. These 5 S&P 500 stocks are quietly going all in on AI.
The “Mag Seven” has become the “Bag Seven.” Sharp tech investors are looking elsewhere. Source：MarketWatch