AI stocks are echoing a 1990s market split. JPMorgan warns the next few weeks are critical.
The different price action between artificialintelligence hyperscalers and chip and infrastructure stocks is a throwback to a setup in the late 1990s, argues…
Lockheed Martin’s stock leaps as push to build more missiles faster pays off
Lockheed Martin’s stock jumps as a ramp up in missile production helped lead to an earnings beat and raise. Source：MarketWatch
Polymarket to challenge France’s nationwide website block
France’s regulator has said the platform still promoted illegal gambling and cited loss, identitycheck and marketmanipulation risks. Source：CoinDesk
Bernstein says Bitcoin mining deals necessary for AI power crunch
Bernstein analysts remain bullish on the Bitcoin mining sector, as deals with thirdparty providers will be necessary to address the computing power limits of…
Oil nears $100 a barrel after Houthis claim strikes on Saudi Arabian tankers
Brent crude rose to over $98 a barrel following the news that the rebel group attacked the vessels in the Red Sea. Source：MarketWatch
The U.S. premium for SK Hynix is set to stay after Korean regulatory ruling
The huge premium commanded by SK Hynix ‘s American depository receipts over its domesticallylisted ordinary shares is likely to remain, after restrictions were…
氪星晚报 ｜DeepSeek今年已增资65%；马斯克：FSD是拉动特斯拉汽车需求的核心驱动力
大公司： DeepSeek今年已增资65%…
网格智算：“不堆算力”的AI大脑如何填补林下场景空白 | 水下项目
从消费市场到工业赛道，一片“红海”的无人机市场早已挤满各路玩家，但仍有一块细分领域，即便行业头部厂商也鲜有布局——林下场景。…
Why beat-and-raise earnings reports are no longer enough to push the stock market higher
The changing inflation landscape could spell trouble for corporate America. Source：MarketWatch
Live markets: Bitcoin trades above $65,000 as Alphabet's bigger AI bill props up the chip trade
Alphabet beat on revenue but raised its AI spending forecast again, sending its stock lower after hours. For the chip complex bitcoin tracks, more spending is…
Bitcoin may have bottomed before its traditional cycle low: Grayscale’s Pandl
Grayscale’s head of research said that Bitcoin may have bottomed, arguing that macro factors, such as interest rate decisions as increasingly driving the price…
24/7 financial rails: How BNY plans to eliminate the weekend lag in U.S. Treasuries
The bank will begin testing tokenized Treasuries on a private blockchain by yearend and expand its settlement network to cover more international trading…