📈 Stocks / Finance

Wall Street bets AI strength will sustain stock rally

Yahoo Finance

The S&P 500 is up 30% and Nasdaq 50% since April, driven by strong tech earnings and AI momentum. Analysts cite rising Q3 profit forecasts, robust AI capex, and easing Fed policy as tailwinds, though some warn valuations are stretched and tariffs may weigh on margins.

Intel stock rallies 51% as investors reassess valuation

Simply Wall St

Intel shares surged 51% in the past month, driven by excitement over Panther Lake and its 18A process. Valuation models suggest the stock is still undervalued by 21.9%, with a DCF fair value at $46.54 vs. current $36.37, despite heavy investment and negative cash flow.

Buffett Indicator hits record high, signals overvalued market

The Motley Fool

The Buffett Indicator surpassed 200%, far above its 85% historical average. Valuations suggest the market is overheated, though structural shifts like AI-driven growth and capital-light tech firms complicate comparisons. Analysts recommend dollar-cost averaging amid volatility.

🪙 Crypto

$19B crypto wipeout exposes fragility of leveraged trading

DL News

Crypto markets lost $19B in a flash crash triggered by Trump’s 100% China tariffs. A surge in leveraged trading led to cascading liquidations, with Bitcoin falling 10% and Ether 12%. Stock indices dropped 2%, highlighting crypto’s volatility amid macroeconomic shocks.

🌎 Global Economy

China vows retaliation over Trump’s 100% tariff threat

The Guardian

Markets slid as Trump proposed 100% tariffs on Chinese imports, reigniting trade war fears. China warned of 'resolute measures' in response. The Dow dropped 879 points Friday, with futures showing further declines. Roughly $2T in US stock value was erased.

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