Markets await Middle East peace progress, monitor central bank policy shifts, and analyze the yen’s persistent weakness against the dollar. US-Iran Truce and Strait of Hormuz Stability Financial markets are…
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Top software stocks have slumped this year amid the lingering concerns that artificial intelligence tools by companies like OpenAI and Anthropic will hurt their revenue growth in the long term.…
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Bitcoin is on track to post its third consecutive quarterly loss, having shed 11.96% across Q2 2026, with persistent selling pressure threatening to deepen the decline. The slide began in…
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The reflex take on Broadcom (AVGO) is that it is just another way to ride Nvidia’s AI boom. It is closer to the opposite. Broadcom’s growth engine is custom AI…
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The S&P 500 Index has come under pressure in the past few days, moving from the year-to-date high of $7,620 to the current $7,354. This retreat continued amid the rising…
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The tired framing of Intel is the fallen giant that missed mobile, missed AI, and handed its manufacturing crown to Taiwan. That story is two years out of date. Intel…
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A growing chorus of China’s most influential hedge fund managers is sounding the alarm on what they describe as a dangerously overheated global AI trade. After an explosive run-up in…
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Base will not let issuers create tokens under its new B20 standard until 6pm UTC on June 26, after confirming that the internal switch controlling the feature can take up…
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Forget the reflex that says memory chips are dumb commodities doomed to boom and bust. The single most important number in Micron Technology’s (NASDAQ: MU) fiscal third quarter is not…
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Micron Technology’s MU shares fell sharply on Friday, giving up part of the gains recorded earlier in the week despite the memory chipmaker reporting stronger-than-expected quarterly results. The stock declined…