AMD has two big engines roaring as it heads into earnings
AMD has been boosted by robust server demand. Now analysts are looking ahead to the ramp of its new rackscale offering. Source：MarketWatch
Why tech stocks are likely to take a back seat for the rest of 2026, according to JPMorgan strategists
Strategists at the bank see nonU.S. shares performing well in the second half of the year and prefer semiconductor stocks to hyperscalers. Source：MarketWatch
American manufacturers grow at fastest clip in 4 years due to AI boom — but all is not well
American manufacturers grew in July at the fastest pace in more than four year as they bore the fruits of a massive boom in artificial intelligence, but…
JPMorgan says Warsh failure to buttress Fed credibility may force a rate hike before year-end
JPMorgan’s U.S. economics team says last week’s postdecision press conference by Fed Chair Kevin Warsh was the most troubling since the practice began in 2012…
Gold is still in its ‘explosive phase,’ says Deutsche Bank, as it sticks to year-end target
Going back as far as 1957 and a few periods notwithstanding, gold tends to outperform CPI and in the last couple of yars this has been especially pronounced.…
SpaceX’s first-ever earnings report is a big deal — but not because of the numbers
Investors will be more focused on Elon Musk’s commentary and the potential for added stock volatility. Source：MarketWatch
The gap between big tech and the rest of the market just vanished. Here’s what it means for investors.
Goldman Sachs says hot technology stocks have taken a beating — and investors should take a fresh look. Source：MarketWatch
Private credit has dodged public scrutiny for too long — and regulators need to step in
State regulators should mandate public disclosure of ratings of private credit. Source：MarketWatch
‘I’m easing into retirement’: I’m getting an $80,000 pension payout. Where can I invest it safely?
“I expect to have several years before I take distributions from my 401(k) account.” Source：MarketWatch
AstraZeneca tie-up talks with Bristol-Myers Squibb are moving stocks. Analysts are puzzled.
AstraZeneca shares were slumping while BristolMyers Squibb was jumping on Monday on reported deal talks. But the big question is why these two pharmaceutical…
Oil prices fall to three-week low after Trump calls off planned attack
Oil prices declined sharply on Monday as hopes rose among investors of a potential deescalation in the war between the U.S. and Iran. Source：MarketWatch
Should wealthier Americans forgo their Social Security benefits as a charitable gesture?
A reader writes: “I will likely be in a position to decline my benefits.” Source：MarketWatch