Social Security’s reality check — with a side of wishful thinking
How demographics and recent tax laws are squeezing Social Security. Source：MarketWatch
Sandisk’s and Micron’s stocks sink as the rotation trade builds, but supply shortages should limit losses
Most of Sandisk’s annual revenue could eventually come from its new business model contracts that provide better visibility, BofA said. Source：MarketWatch
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
Anchorage Digital brings off-exchange settlement to Binance
The integration addresses one of the biggest obstacles keeping institutional capital on the sidelines of crypto markets: exchange counterparty risk.…
Bitcoin price returns to $60K as US dollar strength rejects weekly high
Bitcoin started July with a bang, rallying above $60,000 as traders predict a relief rally as the “base case” throughout the month. Source：Cointelegraph
U.S. manufacturers keep on trucking despite a road littered with obstacles
High U.S. tariffs, war with Iran, a spike in oil prices, rising inflation — no matter. American manufacturers grew in June for the sixth month in a row to mark…
Nvidia is betting on a trillion-dollar robotics boom. Here is the hidden way to trade it.
CEO Jensen Huang has called humanoid robots a “multitrilliondollar economic opportunity.” 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
14 value stocks of companies primed for rapid growth through 2028
Value stocks tend to outperform growth stocks during periods of high inflation. These companies in the Russell 1000 Value Index have high revenue growth…
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
This is the best time ‘in a generation’ to buy space and defense stocks, analysts say
Wedbush analysts are taking a bullish view of the space sector, initiating coverage of SpaceX and other stocks. Source：MarketWatch