📈 Stocks / Finance

AI demand fuels semiconductor rebound despite global risks

U.S. News

The SOX index is up 16.6% in 3 months as chip stocks rally on AI and data center demand. 2025 global semiconductor sales are forecast to hit $701B, up 11.2%. U.S. investment tops $500B, but risks remain from tariffs, supply chains, and labor disruption.

Stocks slide as tariff ruling and debt fears rattle markets

NBC News

The S&P 500 and Nasdaq fell as Wall Street reacted to a court ruling jeopardizing $120B in tariff revenue and rising global debt. Treasury yields surged, compounding concerns that U.S. refund liabilities could trigger costlier borrowing and pressure financial markets.

CoreWeave plunges as insiders offload shares post-IPO

Yahoo Finance

CoreWeave stock dropped over 9% after insiders sold 7M+ shares post-lockup. The selloff raised concerns over valuation as the stock has halved since its June peak. Analysts cited debt concerns, overvaluation, and declining AI trade momentum as key risks.

🪙 Crypto

Bitcoin tops $111K as traders price in Fed rate cut

Yahoo Finance

Bitcoin, XRP, and Solana posted gains as crypto markets rebounded on expectations of a September Fed rate cut. Analysts cited dollar weakness, declining BTC reserves, and rising open interest as signs of conviction-driven buying amid cooling labor market forecasts.

🌎 Global Economy

US-China fragmentation threatens long-term global growth

FXStreet

Analysts warn that deepening US-China tensions could divide the global economy into competing blocs. As countries align with one side, reduced cross-bloc trade and capital flows may depress global growth, marking a new era of deglobalization.

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