As defense spending surges, these stocks could make you the most money
Palantir tops a screen of defense companies for growth through 2028, but most of the expected best growers are smallcap stocks. Source：MarketWatch
Japan’s $1.8 trillion pension giant might bring money home. That could jolt U.S. stocks and the Fed.
Japan’s pension titan selling foreign assets could push U.S. yields up and sap demand for the dollar. Source：MarketWatch
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…
Bitcoin price avoids major Iran jitters as S&P 500 ‘short squeeze’ on horizon
Bitcoin and US stocks stayed strong in the face of USIran escalation as analysis predicted BTC price action outperforming equities later. Source：Cointelegraph
Artificial intelligence will drive an unprecedented natural-gas deficit, this investor warns. Here are the stocks to buy before the crunch.
Chronometer Partners’ Matthew Smith says investors and markets are not prepared for a naturalgas shortage. Source：MarketWatch
South Korea crypto volumes shrink as retail investors shift to stocks
Trading activity on South Korea’s five major crypto exchanges fell sharply as the KOSPI surged, signaling a shift in retail investors toward equities.…
Kraken parent expands tokenized stocks to Hong Kong, UK and South Korea equities
Payward's xStocks pushes beyond U.S. equities as competition to bring global stock markets onchain accelerates. Source：CoinDesk
Bitcoin holds near $66,300 as chips extend their rally and the yen hits a 40-year low
Semiconductor stocks led a second day of gains on AI optimism, while the yen slid past 163 per dollar for the first time since 1986. Source：CoinDesk
Why energy stocks still look so cheap, even after their big rally this month
Energy stocks are having a big month as oil prices surge on Iran war fears — but it’s not solely the conflict in the Middle East that makes the sector appear…
Why Micron and other chip stocks are bouncing back so strongly
The recent chip selloff presented a buying opportunity, and opensource AI models should drive more memory demand, analysts say Source：MarketWatch
Crypto market breakout could accelerate as AI trade cools, analyst says
Bitcoin topped $67,000 while crypto stocks rallied on optimism over US crypto legislation and signs investors may be rotating out of AI trades.…
These signs suggest investors should give the software sector a second chance
Software stocks and loans have started to find their footing in July, suggesting it may be time for investors to forgive and forget. Source：MarketWatch