San Francisco Fed research finds the stock-bond correlation has flipped negative, indicating investors increasingly see oil prices and supply-side risks as the dominant threat to growth.
Bitcoin traded near $64,935 and Ethereum near $1,913 on August 10, while CryptoQuant data shows whale accumulation in BTC, ETH and XRP hinting the bear market’s final stage.
TSMC’s July revenue jumped 44.7% and lifted capex guidance to $64 billion, fueling gains across chip equipment stocks while Broadcom outpaces Nvidia.
US stocks hit record highs on a tech-led rally, up 13% for the year, but fresh inflation data could decide whether the Fed’s rate path stays friendly.
Grayscale withdrew its US registration statements for three altcoin ETFs on August 7, though the move doesn’t close the door on future crypto fund launches.
Iran demands sanctions relief, frozen assets and a naval blockade end before reopening the Strait of Hormuz, while reports suggest Trump may drop nuclear deal demands to end the standoff.
Alhambra Investments’ Monthly Macro Monitor shows US GDP growth tracking its two-decade average even as Treasury yields and inflation expectations send conflicting signals.
Large wallets are accumulating Bitcoin, Ethereum and XRP near their realized prices, according to CryptoQuant, a pattern the firm links to the final stage of a bear market.
Hyperscalers are projected to spend over $700 billion on AI infrastructure in 2026, fueling demand for high-bandwidth memory chips and putting SK Hynix in the spotlight over Micron and Sandisk.
Adobe trades at a 10.7x forward P/E while Arista Networks commands 47.8x — here’s what that valuation gap tells investors about AI infrastructure versus software stocks.
