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For most of the past two years, investors concentrated almost exclusively on the companies designing AI chips or building the large language models consuming them. Now, according to Wells Fargo equity strategist Ohsung Kwon, the investment opportunity is beginning to spread much further through the economy. In a note reported by Bloomberg this week, Kwon argued that spending on artificial intelligence infrastructure is now “trickling down to the broader economy,” making capital-goods companies the “biggest AI-adjacent” beneficiaries of the current investment cycle. The timing of that call could hardly have been better. Just hours later, AMD reported one of the…

The Financial Conduct Authority (FCA) has scrapped the seven-day waiting period that sat between the publication of an approved IPO prospectus and the release of connected research, a rule that has added at least a week to every major UK listing since 2018. The change took effect on publication of the FCA’s policy statement, PS26/16, on 5 August. The stated goal is competitiveness. UK IPO activity has fallen sharply in recent years as companies chose New York and other venues. London raised just £2.1 billion from IPOs in 2025, against £16.8 billion at its 2021 peak, a collapse that has left…

Marvell Technology stock has tumbled sharply in recent weeks, mirroring the broader selloff across leading semiconductor stocks. After soaring to a record high of $329.48, the shares have fallen by more than 40%. Despite the steep correction, Wall Street analysts remain overwhelmingly bullish on the company, with investors now turning their attention to its upcoming earnings report for fresh catalysts and guidance.Analysts are bullish on the Marvell Technology stockData compiled by MarketBeat shows that most analysts are highly bullish on the MRVL stock. The consensus target for the stock is $245, representing a 25% upside from the current level.KeyCorp’s John Vinh…

Polkadot cryptocurrency can be expected to rise further to the next resistance level 0.870 (former strong support from the start of June). Polkadot reversed from support zone Likely to rise to resistance level 0.870 Polkadot cryptocurrency recently reversed up from support zone between the key support level 197.30 (as can be seen from the daily CHFJPY below), lower daily Bollinger Band and the support trendline of the daily Wedge chart pattern from June. The upward reversal from this support zone stopped the earlier minor impulse wave iii – which belongs to the downward impulse wave 3 of the strong multi-month…

Mastercard’s acquisition of stablecoin infrastructure provider BVNK has also become a landmark exit for European venture capital firm Concentric, whose investment in the company dates back to a time when stablecoins were still viewed largely as a cryptocurrency experiment rather than a foundation for global payments. Concentric announced that it first backed BVNK’s founders in 2018 and led the company’s first two funding rounds, investing at a €4 million valuation before increasing its position three years later at an €80 million valuation. The firm said it participated in every subsequent financing round and retained its entire shareholding through to Mastercard’s…

Wix (NASDAQ: WIX) stock has come under intense pressure this year as investors grew concerned that the rise of AI-powered “vibe coding” could disrupt its website-building business. After peaking at $246 in January last year, the stock has tumbled 77% to around $55. Against this backdrop, the company will need to reassure investors that its growth prospects remain intact when it reports earnings on August 4.Wix stock under pressure ahead of earningsMany software companies have tumbled this year amid the ongoing SaaSPocalypse concerns. This includes top companies like Adobe, Workday, ServiceNow, and Figma. Wix and other website builders are some of…

CHFJPY currency pair can be expected to fall further to the next support level 192.00 (former monthly low from last December). CHFJPY broke support zone Likely to fall to support level 192.00 CHFJPY currency pair has been falling sharply after the price broke the support zone between the key support level 197.30 (which has been reversing the price from the January, as can be seen from the daily CHFJPY below) and the support trendline of the daily down channel from April. The breakout of this support zone accelerated the active intermediate impulse wave C – which belongs to the extended…

The Federal Reserve left its policy rate unchanged last week, but financial conditions tightened anyway. The 30-year Treasury yield finished July at 5.27%, its highest level in 19 years, while the 10-year reached 4.75%, its highest since January 2025. Yields eased on Monday as oil prices fell, taking the 30-year back toward 5.23% and the 10-year to approximately 4.69%, but that retreat did not reverse the broader repricing. The long end is telling investors that the inflation problem may outlast the current policy setting. At the same time, futures traders have moved from debating rate cuts to assigning roughly 63%…

The USD/JPY exchange rate tumbled to its lowest level since May 14 as investors reacted to last week’s Federal Reserve and Bank of Japan (BoJ) interest rate decisions and the latest interventions by the US and Japanese authorities. It plunged to 157.45, down by over 4% from the year-to-date high.Japanese yen surges on US and Japan interventionThe US and Japan launched a coordinated rescue for the Japanese yen, which tumbled to the lowest level in decades. A report by the Financial Times said that the Federal Reserve of New York sold euros for yen on behalf of the Treasury through…

CoreWeave spent July absorbing two different catastrophes, and the market has not yet separated them. The first was fundamental: on July 17, Meta announced Meta Compute — the biggest AI capex spender turning compute vendor — and struck directly at the GPU-cloud business model. The second was mechanical: CoreWeave was a $697 million position in Leopold Aschenbrenner’s 4x-levered Situational Awareness fund, whose margin-call liquidation flushed CRWV to $60.82 on July 29 before the book moved to Citadel and the stock snapped back to $73.90. One of those events changes CoreWeave’s future; the other only changed its July. Separating them is…