Robot maker Agility starts trading today — but its steep losses are raising red flags
Agility is going public via a SPAC merger that one executive says will give it a “firstmover advantage.” Source：MarketWatch
Interest rates could go ‘significantly higher’ if oil prices keep climbing — even if the Iran war ends soon
Strategists at Bank of America found a dramatic correlation between interest rates and oil prices in the U.S., U.K. and Germany. Source：MarketWatch
The real test for the artificial intelligence build-out is what happens in 2028, analysts say
JPMorgan’s Michael Cembalest is worried about data center buildouts following midterm elections, and he’s looking two years ahead. Source：MarketWatch
An Anthropic IPO when the AI trade is this turbulent? Godspeed!
Wall Street takes a harder look at AI costs after historic midterm results. Plus, the upside to Apple’s lack of artificialintelligence spending.…
A strategist draws a 1980s parallel to argue bipartisanship could power a ‘bull stampede’
In the 1980s, a Republican president, a Democrat Speaker of the House and an inflationfighting Federal Reserve chairman powered a stockmarket rally.…
Bitcoin miners are oversold following 35% October rout, VanEck says
Investors dumped AI infrastructure providers across the board in October, treating companies in very different sectors as one monolithic trade. Source：CoinDesk
Bitcoin holds above $80,000 after Wednesday’s jump as injective rallies on staked ETF listing
Bitcoin slipped 0.2% to around $80,250 since midnight UTC, holding above $80,000 after Wednesday’s jump, as spot ETFs ended a threeday outflow streak.…
Research firm declares ‘end of the AI trade as we know it’ — and Asian tech stocks reflect the shift
Now that absolute value is much harder to find in the AI trade, with bets having to be made on a longerterm, more speculative basis, it’s time to search for…
Live updates: Bitcoin steady around $80,000 as markets rally after Democratic sweep
Ether jumped 4% and crypto ETFs drew fresh money after Wall Street turned higher and Brent crude fell nearly 9%. Source：CoinDesk
Bitcoin win rate vs. S&P 500 recovers as post-midterm history favors stocks
Bitcoin outperformed the S&P 500 in half of the past 90 US trading sessions, while historical midterm data highlights gains for stocks. Source：Cointelegraph
A prolonged war in Iran is the market’s real ‘black swan,’ says this strategist
Alicia Levine, of BNY’s wealth management business, said markets have not priced in the possibility of the war in Iran lasting for a long time.…
My 93-year-old father changed his will at the 11th hour, leaving my brother his entire $500,000 estate. Can I challenge it?
“My brother had no job and needed a place to live.” Source：MarketWatch