Space stocks are falling hard — but SpaceX doesn’t deserve all of the blame
Investors are getting concerned that we may be near a period of “peak” defense spending, especially if control over Congress becomes divided. Source：MarketWatch
'Anything remotely dovish' from Fed could be good for bitcoin, says analyst
Traders are divided on whether the Fed will hike rates, but analysts said crypto may be less exposed than AIdriven tech stocks. Source：CoinDesk
Why Palantir’s stock is missing out on a big software rally
Geopolitical and valuation concerns are weighing down Palantir shares, while other software stocks ride a wave of rotation out of semiconductors.…
Investors are piling into bond funds at a rapid rate. That’s a problem.
Think bond funds are safer than stocks right now? Stocks actually look like the smarter bet. Source：MarketWatch
Software stocks are rising, and these 6 are expected to withstand the AI threat
Most software companies are expected to show a slowing pace of sales growth over the next two years. Oracle and DigitalOcean are among the exceptions.…
Forget oil. A surging El Niño could kill Fed rate cuts — and these stocks stand to win.
Climate disruption could prolong inflation. Look to refiners, tanker operators and agricultural stocks. Source：MarketWatch
Bitcoin drops as South Korean stocks tumble, Senate shelves crypto Clarity Act
BTC shed 2% as South Korea's Kospi plunged 11% and the U.S. Senate shelved the Clarity Act, leaving the market facing a pivotal Fed decision on Wednesday.…
Leveraged ETFs are booming in 2026. But they’re also being shut down at a record pace.
Exchangetraded funds designed to make magnified bullish and bearish bets on swings in stocks and other areas of financial markets are closing down at a record…
‘Picks and shovels’ trade comes unstuck as AI hardware stocks plunge on competitive threat from China
Asian stocks sold off sharply on Tuesday amid reports that China is now capable of manufacturing DUV lithography machines. Source：MarketWatch
Bitcoin shrugs off AI selloff but high-stakes Fed meeting could determine what's next
BTC held near $65,000 even as Nvidia and AI stocks fell sharply. This week's Fed decision could determine whether bitcoin finally breaks higher or revisits…
Micron and other chip stocks fall as China steals the spotlight
CXMT had a strong public debut in Shanghai, and now investors are weighing the prospect of a manufacturing breakthrough that could make China’s chip industry…
Bitcoin price eyes $66K as US stocks rise on Iran-strike pause
Bitcoin copied US stocks as relief over end of USIran strikes spread to risk assets at the start of the US trading session. Source：Cointelegraph