14 value stocks of companies primed for rapid growth through 2028
Value stocks tend to outperform growth stocks during periods of high inflation. These companies in the Russell 1000 Value Index have high revenue growth…
CoreWeave, Nebius shares tumble as Meta stands to become a fresh threat in the cloud
Meta’s reported interest in monetizing its AI infrastructure is leading investors to question the sustainability of neocloud business models. Source：MarketWatch
This is the best time ‘in a generation’ to buy space and defense stocks, analysts say
Wedbush analysts are taking a bullish view of the space sector, initiating coverage of SpaceX and other stocks. Source：MarketWatch
Almost all of the Nasdaq-100’s gains in the first half of 2026 came from just 10 stocks
Micron led the way, contributing 26% of the Nasdaq100’s firsthalf returns and 17% of the S&P 500’s gains, according to Jefferies. Source：MarketWatch
ServiceNow and Salesforce shares now look like buys, as ‘Armageddon’ fears are too extreme, analyst says
A Guggenheim analyst says that valuations for the two software stocks are too depressed, even though the AI threat is real. Source：MarketWatch
Opening a ‘Trump account’ for your children? Here is the risk you need to recognize first.
The new accounts ban bonds and international stocks, forcing parents to bet their children’s financial future entirely on U.S. equities. Source：MarketWatch
My student loans are paused until 2028. Should I pay them now anyway?
Plus: What’s going on with ‘grade inflation’? Source：MarketWatch
Warsh warns investors not to expect hints at future Fed rate moves
New Federal Reserve chief Kevin Warsh gave no hint of whether the central bank would raise interest rates in July and repeated his dislike of socalled forward…
In the global car market, China is eating everyone’s lunch — except at home
Bank of America report highlights the drag on global automobile sales caused by chronically weak China demand. Source：MarketWatch
Businesses add 98,000 jobs in June, ADP says. Labor market on the mend, but it’s still not great.
ADP said U.S. businesses 98,000 new jobs in June — the smallest increase in three months. The payroll processor said hiring was slow but demand for labor was…
One in five U.S. companies is now using AI, but the impact on the job market remains narrow, say Goldman analysts
Artificialintelligence usage by American firms increased to 20.6% in June, and drags caused by the technology in certain sectors have been offset by growth in…
Overlooked bottlenecks and hyperscalers forced to keep spending will keep the chip-stock rally alive, says Nomura team
Nomura analysts offer a deep dive into the semiconductor industry — and some bottlenecks that the market hasn’t even woken up to. Source：MarketWatch