More than two-thirds of tech stocks are at least 20% off recent highs. What’s happening to the AI trade?
Major semiconductor names have been falling hard as investors take profits following a blockbuster second quarter. Source：MarketWatch
With Micron’s stock well off its peak, investors want proof that the AI boom can last
Investors in memory stocks are looking for signs that elevated pricing can be sustained for years without demand suffering. Source：MarketWatch
Why the stock market’s biggest laggards might be your best defense against a summer selloff
Lowvolatility stocks are having a moment after a long stretch of underperformance. Source：MarketWatch
Dinari, tZERO join forces on turnkey platform for tokenized U.S. equities
The move comes as firms race to build the infrastructure for blockchainbased stocks and debate how tokenized stocks should work. Source：CoinDesk
The 5 types of real world assets being tokenized fastest onchain
Tokenized Real World Assets span treasuries, real estate, stocks, commodities and private credit. The sector is still small in TradFi terms but it's growing…
Crypto and stocks tumble after Trump declares ceasefire 'over' following Iran strikes
Bitcoin fell, altcoins slid after Trump said the ceasefire with Iran is "over" as U.S. and Iran traded airstrikes. Source：CoinDesk
Why highflying chip stocks are suddenly losing their luster
After a recordbreaking quarter, semiconductor stocks are seeing their valuations come under scrutiny. Source：MarketWatch
12 stocks favored to soar in the sector that has missed the 2026 market rally
The S&P 500’s consumer discretionary sector is the only one of 11 sectors to decline so far this year. Source：MarketWatch
Bitcoin bulls battle for $63K as Micron stock eyes 10% drop in US chip sell-off
Bitcoin came off twoweek highs while US stocks dipped and John Bollinger described BTC price action as "at a critical point." Source：Cointelegraph
Why these global stocks with a high barrier to entry are winning the war on AI disruption
Goldman Sachs says the HALO trade has worked well this year, but a tougher phase relying on earnings performance lies ahead. Source：MarketWatch
Nine microcap stocks of companies expected to grow sales by triple digits through 2028
The Russell Microcap Index has more than doubled the performance of the S&P 500 this year. Source：MarketWatch
Software stocks have rarely seen such divergent performances. Here’s how to pick winners.
An Evercore analyst notes that infrastructure software stocks have vastly outperformed application names. But there’s still hope for companies like Salesforce.…