Fresh of the announcement of three forthcoming S&P 500 entrants, the index committee is back with one more. ...

Core Insights - The company, Strategy, has made a significant investment in bitcoin, purchasing approximately $1 billion last week, marking its largest single-time acquisition since July [1] Company Summary - Strategy, led by Michael Saylor, is actively increasing its bitcoin holdings, indicating a strong commitment to the cryptocurrency market [1]

The Trump administration's $12 billion aid package may be too little, too late for American farmers — particularly soybean producers suffering from the effects of a U.S.-instigated global trade war. ...

Mortgage rates are rising sharply even though the Federal Reserve is expected to cut interest rates later this week. ...

Core Viewpoint - Treasury yields are increasing, raising concerns that anticipated interest-rate cuts from the Federal Reserve may not lead to lower borrowing costs as hoped [1] Group 1 - The rise in Treasury yields is causing anxiety among investors [1] - There is a growing sentiment that the Federal Reserve's potential interest-rate cuts may not materialize as expected [1]

There are new fears on Wall Street related to the future of Marvell's work with Amazon and its potential to capitalize on opportunity with Microsoft. ...

You're kidding yourself if you think a stock-market bubble can't form when there is widespread concern about a bubble. ...

Core Insights - The article identifies 12 tech companies that are particularly vulnerable to disruption from the AI revolution, as analyzed by Wedbush Securities [1] Company Vulnerability - Companies such as Alphabet, Meta Platforms, and Amazon are highlighted as being at risk due to their reliance on traditional business models that may be challenged by advancements in AI [1] - The report suggests that these companies may face significant challenges in adapting to the rapid changes brought about by AI technologies [1] Industry Impact - The AI revolution is expected to fundamentally alter the competitive landscape of the tech industry, with companies needing to innovate or risk obsolescence [1] - The analysis emphasizes the importance of agility and adaptability for tech firms in the face of AI advancements [1]

Core Viewpoint - The industry is transitioning towards AI models that exhibit improved memory and understanding, with Citi anticipating that a new offering from Nvidia will outperform its competitors [1] Group 1 - The shift in the industry is focused on enhancing AI models' capabilities, particularly in memory and understanding [1] - Citi's expectation is that Nvidia's upcoming product will lead the market, indicating strong confidence in Nvidia's innovation [1]

More competition is coming for the "juicy profit margins†of the "Magnificent Seven,†Ed Yardeni said, and he's ready to look elsewhere for gains. ...