Stock-market bulls need Kevin Warsh on their side to keep winning, says Wall Street veteran Bob Doll
The “highrisk” bull market in stocks needs Federal Reserve Chair Kevin Warsh on its side, according to Bob Doll, CEO at Crossmark Global Investments.…
5 charts showing how ‘dumb money’ is transforming the stock market, as retail traders smash Wall Street records
Retail trading activity set records in May and June — and the propensity of that cohort to buy the dip has looked pretty smart. Source：MarketWatch
Jefferies warns against buying the dip in Circle as Open USD raises new competition fears
The investment bank said new competition from the Stripe and Coinbasebacked stablecoin consortium could pressure USDC's growth. Source：CoinDesk
CoreWeave, Nebius shares tumble as Meta stands to become a fresh threat in the cloud
Meta’s reported interest in monetizing its AI infrastructure is leading investors to question the sustainability of neocloud business models. Source：MarketWatch
Cantor says bitcoin bear market may be entering final stretch
The bank said in a note bitcoin's cycle points to a market bottom in the coming months, urging investors to focus on networks with durable value accrual.…
Bitcoin climbs toward $60,000 after Fed Chair Warsh said inflation risks has come down
The Fed chair reiterated the central bank's commitment to its 2% inflation target while signaling artificial intelligence could reshape the economy and…
Almost all of the Nasdaq-100’s gains in the first half of 2026 came from just 10 stocks
Micron led the way, contributing 26% of the Nasdaq100’s firsthalf returns and 17% of the S&P 500’s gains, according to Jefferies. Source：MarketWatch
ServiceNow and Salesforce shares now look like buys, as ‘Armageddon’ fears are too extreme, analyst says
A Guggenheim analyst says that valuations for the two software stocks are too depressed, even though the AI threat is real. Source：MarketWatch
Bank of Korea governor outlines tokenized bond vision, unified ledger plan
The Bank of Korea’s governor praised tokenized government bonds for easing the issuance and management of government debt during a panel discussion at the ECB…
独家｜清华系初创完成数亿元种子轮融资：我们不想被贴上「世界模型」的标签
文｜周鑫雨 编辑｜张雨忻 《长安的荔枝》，是 97 年清华博导李一鸣很喜欢的故事。 故事里，为了将“一日色变”的鲜荔枝从岭南运到长安，小吏李善德必须解决保鲜、驿站、路线、补给等一系列环环相扣的难题——没有这套完整系统，鲜荔枝寸步难行。 这个设定在唐朝的故事，在李一鸣眼中，却与当下的“世界模型”赛道，形成了巧妙的互文：…
What's next for Bitcoin and stocks? Analysts see a volatile second half
After AI drove equities higher while bitcoin lagged, market watchers expect macro policy and market structure to take center stage. Source：CoinDesk
SEC Publishes Updated Market Statistics, Highlighting Increase in IPOs and Proceeds Raised
The Securities and Exchange Commission’s Division of Economic and Risk Analysis (DERA) published updated statistics and data visualizations covering key…