The Brutalist Report

MarketWatch

• ServiceNow, Salesforce and other software stocks surge as the OpenAI threat weakens [25d]
• Tech stocks just had one of their worst weeks in a year. Here’s how AI momentum went off the rails. [25d]
• SpaceX’s new bonds are flashing a warning sign, as investors pump the brakes on AI frenzy [25d]
• Iran’s ship attack tests the shipping-insurance market just as war-risk premiums had plunged [25d]
• Fed’s Kashkari projects one interest-rate hike this year. Here’s what changed his mind. [25d]
• The World Cup has made Cape Verde goalkeeper Vozinha a $17 million star [25d]
• Healthcare stocks have become a haven for investors ditching tech [25d]
• Annuities are coming to more 401(k) plans. Should workers embrace them? [25d]
• AI’s most explosive hardware trades are hitting a wall. Why optical and memory stocks are falling. [25d]
• Bond yields are falling as inflation pops. The Fed’s tough talk under Warsh is helping. [25d]
• The housing bill’s back on track to becoming law. Here’s what it does for affordability. [25d]
• There’s a ‘Trump account’ hack that can unlock decades of wealth-building for your kid [25d]
• How Micron aims to break through the risk cycle that has spooked investors for decades [25d]
• Discounted bond funds, especially at scandal-hit Wamco, may offer an investment opportunity [25d]
• A new bill would cap Medicare enrollees’ annual expenses at $5,000 — and could cost the government ‘tens of billions’ [25d]
• Insurers shifted roof replacement costs onto homeowners thanks to a new federal rule — just in time for hail and hurricane season [25d]
• SpaceX’s stock could get another dose of volatility [26d]
• Oil may no longer pose the same threat to the global economy — but another risk ‘may be around the corner,’ says Citigroup [26d]
• U.S. stock market sees first outflow since March. And that may set the stage for a risk-off summer. [26d]
• ‘I’ll happily wait’: Does delaying Social Security make sense for high earners like me? [26d]
• The ambition penalty: Why speaking up and asking for more at work is still weaponized against women [26d]
• Micron’s stock is still dirt cheap. Some analysts say that’s about to change. [26d]