Marketwatch
SpaceX’s stock is getting a Grok-fueled boost
The company is best known for rocket launches but has big revenue goals for its AI business....
CoreWeave’s stock is rocketing after earnings lead to praise from bulls and bears alike
CoreWeave is broadening its customer base and benefiting from upbeat pricing dynamics, analysts say....
This week’s solar eclipse could make stocks go down. No, really. Here’s why.
The eclipse on Wednesday is unlikely to lead to the end of the bull market. But could have some impact on investors....
Citadel Securities called the stock-market reset. Now it says leverage may build up again.
Strategist Scott Rubner says a growing list of stock-market buyers are pushing it in a positive direction, notably big hedge funds and institutional managers....
Super Micro stock is rallying after results. Here’s what Wall Street is saying.
Here’s what analysts are saying about Super Micro....
AI capex could hit $1.6 trillion next year, says fund manager who sees more echoes of 1998 than the dot-com bust
A T. Rowe Price fund manager thinks the hyperscalers can comfortably fund their investment spending, and moreover, derive high returns on that invested capital with a short payback schedule....
Another AI lab is burning through cash as Tencent earnings rise
It’s not just American artificial-intelligence companies burning through cash as they roll out ever-more advanced models....
Can I claim 50% of my husband’s Social Security now — and switch to my higher benefit at 70?
“I would like to offer a piece of advice for women who are or have been married.”...
Musician John Oates sells his idyllic Colorado ranch for $6.9 million
Rock ‘n’ roll legend John Oates, best known as half of the duo Hall & Oates, has sold the Aspen ranch he has owned for 35 years....
A stock just surged on news Situational Awareness had bought it. But its current fate is unclear.
Financial market disclosures made by Situational Awareness, the once-soaring hedge fund that had to liquidate its portfolio of stocks, moved a stock on Wednesday....
Lumentum sees sales more than double as AI demand swells
Though Lumentum posted blowout earnings and an upbeat forecast, its stock was largely flat after hours....
Super Micro’s earnings report brings more good news, and the stock is climbing
The company impressed Wall Street several weeks ago by teasing an improved profitability trajectory. Super Micro’s latest forecast has exceeded expectations as well....
CoreWeave’s stock soars as earnings show major AI momentum
The AI cloud provider topped revenue and earnings expectations, with its CEO cheering “an important inflection point.”...
Cava reports sales growth even as some customers steer clear of lettuce
Cava Group says some diners have switched up their orders to avoid lettuce, but the fast-casual chain has still been able to sport sales growth despite a summer of food-safety scares impacting the res...
Oracle’s stock has taken a hit as AI spending concerns resurface
A lack of clarity around Oracle’s future AI spending plans is keeping investors on the sidelines, one analyst believes....
Social Security expands list of conditions to 314 illnesses for faster disability claims
The “compassionate allowances” list speeds consideration for benefits....
Nvidia just soothed a major market fear about AI, analysts say
Nvidia’s new partnerships with financial players help mitigate concerns that the company is too tightly linked to its customers, according to BofA and Morgan Stanley....
Health insurers are dumping Medicare Advantage plans. Here’s how many seniors could be affected.
Older adults could be scrambling for new health coverage next year, especially in rural markets that have fewer insurance choices....
‘I’m dreaming of cocktails at Château Marmont’: I found $100 in my Airbnb’s communal washer. What should I do?
“The landlord has not been here in months, so I assume it was a previous tenant.”...
Unitree’s IPO may be just the beginning of an investor frenzy over humanoid-robot stocks
The Chinese company will be the first to market in a wave of new humanoid-robotics IPOs....
If you can answer this one question, you’ll never worry about money again
YNAB founder Jesse Mecham’s new book has a simple system to end the paycheck-to-paycheck struggle....
Is inflation really slowing? Fed rate hike hinges on July price report.
A surprising decline in U.S. jobs last month isn’t enough to discourage the Federal Reserve from raising interest rates soon, but a tame inflation report for the second straight month could do the tri...
I just moved. These 7 tips saved me around $1,000.
Moving always seems to be more expensive than you expect, but these proactive money moves can help cut costs significantly....
We live on a farm and have $2.2 million saved for retirement. We’re ready to retire abroad. Can we afford it?
”We don’t live lavishly, and sometimes we both think maybe we could upgrade a few things.”...
Airbnb has added thousands of new hotel listings. Will that ruin its charm?
The home-rental company is leaning into hotels and third-party amenities to transform into a “one-stop shop” for travel....
Warsh’s changes to forward guidance were tried by one central bank — and here’s what happened
Canada’s post-2008 playbook shows the volatility risks of Warsh’s no-guidance Fed....
As Lumentum gears up for earnings, here’s a sign the optical trade is clawing back
A photonics-themed ETF saw better demand in its first trading day than a popular memory ETF did at the same point in its life cycle....
Roads, water and telecom towers can beat the AI hype. This fund manager flags the infrastructure stocks to buy now.
Lazard portfolio manager Bertrand Cliquet says infrastructure companies are worth more than the AI hype sometimes linked to them....
Wall Street bank urges hedging into July’s CPI — as sell trigger hits highest level in eight years
Well’s Fargo’s sentiment indicator reached 1.4 in August, its most since January 2018....
These 11 midcaps are popular right now among investment newsletters but not because of their market valuations
Bigger than small caps. Smaller than large caps. Are they, as in the fairytale, “just right”?...
Why copper — ‘the commodity for all seasons’ — is more precious than gold nowadays
Panumre Liberum argue that copper offers gold’s inflation protection, plus an industrial-backed demand growth story, as well as a relative immunity to movements in interest rates....
Here’s how much Roger Federer is losing as On Holding says it is being disciplined on price
Apparel maker On Holding saw its shares slump in premarket trade as the Zurich-headquartered, U.S.-listed company guided to weaker-than-expected sales for the year....
Aubrey Plaza finally finds a buyer for $4.9 million L.A. home and is expecting her first child in the fall
Actress Aubrey Plaza will hopefully have one less thing to worry about before the arrival of her first child—having finally secured a buyer for her Los Angeles home....
Red Hot Chili Peppers bassist Flea relists Malibu sanctuary for $7.9 million
Musician and prolific property investor Flea has brought his “extraordinary” Malibu sanctuary back to the market for $7.99 million inside one of California’s most exclusive beachfront enclaves....
Intel now says it is selling $20 billion of stock
Intel on Tuesday said it would increase the size of its offering of new shares by an additional $5 billion to $20 billion....
Bears are in pain as the S&P 500 hits record highs. That may mean more upside for stocks.
Positioning shows the shorts are yet to capitulate, suggests Citi...
The Bessent bond-market scorecard doesn’t look as strong as it once did
Since President Donald Trump’s inauguration U.S Treasury securities have underperformed all major government bond indices with the exception of Japan....
‘The market is obviously on fire’: Is it a mistake to take $1,000 from my brokerage account to pay my car loan?
“I’m curious whether there’s a downside.”...
Nvidia teams with Wall Street firms to help finance $500 billion for AI infrastructure
Nvidia late Monday announced a partnership with seven Wall Street financial institutions designed to raise more than $500 billion of third-party capital to fund the buildout of AI infrastructure....
Here’s who stands to gain the most from a Jeff Bezos-Liverpool FC deal
LeBron James’s Liverpool stake would soar if Bezos completes deal to become part owner of English soccer club...
Rocket Lab reveals some big plans, but its stock is dropping on mixed earnings
The company is looking to expand its reach in Europe and building up its backlog....
I looked into buying a house in Singapore as an investment. Here’s why I didn’t — despite the 2% mortgage rate.
Home-loan interest rates in Singapore are less than 2%, while in Japan they’re around 1% or even lower. That’s in stark contrast to mortgage rates in America and Australia, which are over 6% on averag...
Workers are worried, but there’s no sign AI is muscling people out of their jobs on a massive scale
Mark Zuckerberg says we’re lucky to live in an “incredible moment,” but many workers are having a hard time stomaching the uncertainty....
EBay may dodge a GameStop takeover — but there’s a new twist in the Ryan Cohen saga
Bloomberg says GameStop could propose collaborating with eBay in some way other than a merger. Some analysts doubt whether eBay would benefit much from that sort of deal....
Good news for stock-market bulls: Corporate earnings growth is no longer being driven just by tech
For years, the S&P 500’s earnings engine had only one driver: the Magnificent Seven. This quarter, the rest of the market has started pulling its weight....
This Nvidia change could spell good news for Micron
An analyst says that Nvidia’s move to downgrade some chip capabilities could end up boosting consumption of high-bandwidth memory....
Fed Chair Kevin Warsh promises 2% inflation, but skyrocketing U.S. debt makes that a pipe dream
Uncle Sam needs inflation, not just economic growth, to escape today’s debt crisis....
Microsoft’s stock is charging back. Here’s the case for it to rally another 30%.
Think Microsoft is overspending on AI? A Bernstein analyst says the company is actually taking a “measured” approach....
Is $1 million enough for a household to retire? The answer keeps changing.
“Some readers — and couples — would be grateful to retire on half that amount.”...
2 charts showing just how insane the stock market’s August ‘crash-up’ has been so far
Many investors were caught flat-footed when stocks suddenly jerked higher late last month, as a dramatic July momentum unwind ended with a hint of optimism....






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