This strategist says it’s a matter of when, not if, the AI bubble pops. Here’s how to prepare for that.
TS Lombard says the AI investment theme is a bubble destined to pop. What investors shouldn’t try to do is time when that will happen. Source：MarketWatch
NBA joins pro sports leagues on CFTC prediction markets bandwagon while NFL balks
The U.S. derivatives regulator, which has championed the arrival of prediction market firms such as Kalshi, has been gathering allied sports leagues.…
Kalshi strikes deal with S&P Dow Jones Indices to expand financial event contracts
The agreement adds S&P Dow Jones gauges to a growing list of Wall Street firms expanding their involvement in prediction markets. Source：Cointelegraph
OCC calls on community banks to enter the stablecoin payments market
The U.S. banking regulator is encouraging smaller lenders to develop stablecoin services as new federal licensing requirements approach. Source：CoinDesk
Two stock picks to capitalize on Wall Street’s misguided AI fears
Sowmdeb Sen of Silvant Capital Management highlights companies poised to benefit from the acceleration of AI spending. Source：MarketWatch
The excitement around Moderna’s cancer vaccine is cooling. Here’s why.
Investors had “incredibly high” expectations around the Phase 3 data for the drugmaker’s experimental cancer treatment. Source：MarketWatch
Retail investors are getting cold feet about stocks, just when the market needs them most
Last week’s carnage for hedge funds highlighted the relative decline in trading activity among retail investors. Source：MarketWatch
The 5 big voting issues in the midterm elections that will impact your wallet
America won’t be picking a president Nov. 3, but this is how the voting results could affect fuel prices, taxes and more. Source：MarketWatch
HOOD’s prediction markets to add $1.7B to revenue, exceed crypto by 2028: Bernstein
Bernstein analysts raised Robinhood’s revenue estimates through 2026 and 2028, while maintaining their HOOD price target unchanged at $160. Source：Cointelegraph
A dot-com survivor warns retail investors against buying the tech dip: ‘You’re taking a knife to a gunfight.’
Technologyportfolio mangers are treading carefully with tech these days, retail investors should be just as cautious, says industry veteran Ted Mortonson.…
Nvidia, AMD and Broadcom could buy Meta shares as part of $35 billion stock offering
Meta is looking to raise a total of $95 billion through stockrelated deals that stretch into early next year. Source：MarketWatch
The stock market’s biggest test in weeks is here
Here’s what’s I’m watching this morning: A week chockablock with enough catalysts that we might finally get some answers about the direction of the market by…