Jobs & CPI data this week test inflation fears. Tech earnings from CSCO, ANET, SHOP, ABNB face valuation scrutiny.
NVDA jumps on AI spending news! Goldman Sachs revises forecast, traders eye earnings. Buy the dip?
Crypto.com CEO drops $70M on AI.com, betting big on AI's future. Returns uncertain, but it's a high-stakes play.
Japan PM Takaichi’s landslide election win revives reflation trades, boosting stocks but pressuring the yen. Finance Minister Katayama warned markets intervention remains an option as USD/JPY hovers near recent highs.
Bitcoin plunges below $76k, MSTR down 80% from peak. FT calls BTC 'too high', drying up 'greater fools'.
AI adoption drives 4.8%+ annual excess returns for firms showing ROI. Software stocks hit hard by AI disruption.
AI stocks' sky-high valuations face a reality check. Traders eye risk as growth slows.
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