Big Tech is obsessed with smart glasses. Now it has to convince people to wear them.
Smart glasses could become the definitive hardware design of the AI era — if consumers buy in to the idea. Source：MarketWatch
Strategy's valuation has fallen below the value of its bitcoin holdings
For years, investors had valued the firm well above its bitcoin holdings, giving Strategy massive flexibility to raise capital as needed — a situation Michael…
SpaceX’s new $11 billion ‘saving grace’ comes with a big catch
The company’s pivot toward offering hardware access to rivals could hamstring its own AI goals. Source：MarketWatch
It’s a tale of two S&P 500s as rotation out of top tech stocks shifts into overdrive
The equalweighted version of the S&P 500 outperformed its traditional capitalizationweighted sibling this week by the widest margin in six years.…
Ripple CEO stays bullish on bitcoin but says Saylor's strategy has hurt crypto
Ripple's Brad Garlinghouse called Strategy's preferredstock funding model "financial engineering" that distracted the market, pointing to STRC's slide to a…
Dogecoin and Hyperliquid's HYPE led weekly crypto losses as AI stocks lure buyers
A rotation out of chipmakers lifted much of the stock market, with the equalweight S&P 500 at a record. Crypto was not part of it. Ether fell 8% on the week…
SOL reclaims $72, but onchain data flags weakening momentum
Solana found strength from tokenized stock trading on its network, but a declining TVL and DEX volumes point to fading momentum. Source：Cointelegraph
US senators urge CFTC probe Polymarket over ‘deceptive marketing’
Senators John Curtis and Adam Schiff are concerned about the CFTC’s enforcement ability after a “troubling” report on Polymarket’s advertising.…
Old Ether wallets move 37,806 ETH as whale conviction faces key test at $1.5K
Old Ether wallets moved 37,806 ETH as longterm whale profitability turned negative for the first time since 2019, signaling mixed sentiment among large…
ServiceNow, Salesforce and other software stocks surge as the OpenAI threat weakens
Oracle’s stock missed out on the broader software rally, as the company is tied to OpenAI’s success through its cloudinfrastructure business. Source：MarketWatch
Tech stocks just had one of their worst weeks in a year. Here’s how AI momentum went off the rails.
It one of the worst weeks for tech stocks of the year, and Wall Street spent much of it confronting a question it had been too euphoric to ask: what exactly…
SpaceX’s new bonds are flashing a warning sign, as investors pump the brakes on AI frenzy
Elon Musk’s company made a splash earlier this week with a $25 billion bond deal, less than two weeks after it raised tens of billions of dollars in cash.…