Trump’s weekend Iran strikes keep sparking Monday stock rallies. Here’s what the data shows us.
Call it the ‘Axios put’: On average, stocks have been up more on Mondays in the second quarter than in recent years Source：MarketWatch
Value stocks beat growth when inflation is high. Here are 13 stocks top newsletters are betting on now.
Many portfolio experts are wrong about what drives value outperformance. This single metric explains why. Source：MarketWatch
Semiconductor stocks are surging while the ‘Magnificent Seven’ is struggling. This divergence of fortunes could be bad news for the market.
Semiconductor stocks have surged more than 80% this year, riding a wave of AI demand from the “Magnificent Seven.” Meanwhile, the companies writing those…
Bitcoin balances $60K tightrope as US stocks rebound on fresh Iran peace deal hopes
Bitcoin faced its own battle for support as US stocks headed higher and analysts warned of a lack of "conviction" among BTC buyers. Source：Cointelegraph
European stocks are poised to outdo their American peers. These catalysts explain why.
JPMorgan raises its yearend target for European stocks again. Panmure warns that high valuations imply negative returns for the U.S. in the next decade.…
Laser weapons aren’t science fiction anymore — and they’re changing how defense stocks are valued
Why Palantir and Elbit are top plays in the booming counterdrone market. Source：MarketWatch
There’s a 67% chance stocks will suffer a bear market when this rare signal flashes — like it’s doing now
The Dow Industrials are trouncing the Nasdaq composite. That’s an alarming sign for your portfolio. Source：MarketWatch
Magnificent Seven slump sent momentum stocks to their fourth worst performance in 22 years. Here’s what happens 70% of the time.
The S&P 500 underperformed its equally weighted counterpart by 350 basis points last week Source：MarketWatch
Why ‘permabear’ Jeremy Grantham is steering his own cash into high-flying tech companies
A viral socialmedia post this weekend took Jeremy Grantham bashing a step further by looking at the investing legend’s own investments. Source：MarketWatch
Bitcoin dips to $59,700 as Iran de-escalation lifts stocks but not crypto
U.S. equity futures rose after reports the U.S. and Iran agreed to halt strikes and resume talks. Bitcoin has barely moved, still down 6.8% on the week.…
Coinbase, Circle underperform Big Tech as crypto stock slump deepens
Coinbase and Circle have posted steeper losses than Oracle, Netflix and Salesforce, highlighting the widening gap between crypto equities and the broader…
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.…