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
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…
Europe is closing the door on offshore crypto, but it’s leaving the riskiest window open
MiCA was never meant to address the giant crypto derivatives market. That could pose a serious problem, says Patrick Gruhn, founder and chief executive of…
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
Morpho poised to scale as DeFi infrastructure play, Standard Chartered says
The bank initiated coverage of Morpho with a $60 end2030 price target, saying its DeFi lending and onchain infrastructure businesses are positioned to benefit…
Opening a ‘Trump account’ for your children? Here is the risk you need to recognize first.
The new accounts ban bonds and international stocks, forcing parents to bet their children’s financial future entirely on U.S. equities. Source：MarketWatch
Citi slashes 12-month bitcoin, ether targets as ETF flows dry up
The bank cut its 12month bitcoin and ether price targets after scrapping its ETF inflow forecasts, citing stalled U.S. crypto legislation and weak investor…
My student loans are paused until 2028. Should I pay them now anyway?
Plus: What’s going on with ‘grade inflation’? Source：MarketWatch
Warsh warns investors not to expect hints at future Fed rate moves
New Federal Reserve chief Kevin Warsh gave no hint of whether the central bank would raise interest rates in July and repeated his dislike of socalled forward…