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Top software stocks have slumped this year amid the lingering concerns that artificial intelligence tools by companies like OpenAI and Anthropic will hurt their revenue growth in the long term. ServiceNow (NOW) stock is down by 35% this year, while Salesforce (CRM), Workday (WDAY), and Adobe (ADBE) have fallen by over 40%.NOW, CRM, WDAY, and ADBE have gone through a valuation resetThe ongoing software slump has made these companies affordable to most people. A good example of this is by comparing their current valuations with that of the S&P 500 Index and their historical levels.The S&P 500 Index has a…

Markets await Middle East peace progress, monitor central bank policy shifts, and analyze the yen’s persistent weakness against the dollar. US-Iran Truce and Strait of Hormuz Stability Financial markets are navigating a period of cautious optimism as the United States and Iran move toward a temporary truce following recent military exchanges near the vital Strait of Hormuz. While this diplomatic breakthrough—facilitated by Qatar and Pakistan—has prompted investors to begin unwinding the geopolitical risk premium that previously inflated crude prices, the environment remains exceptionally fragile. Because the current framework is merely an initial step toward a broader deal within a 60-day…

Bitcoin is on track to post its third consecutive quarterly loss, having shed 11.96% across Q2 2026, with persistent selling pressure threatening to deepen the decline. The slide began in Q4 2025, when Bitcoin peaked near $126,000 in October. That high coincided with the October 10 liquidation event, which drained more than $19 billion from the market, while the escalating U.S.–China tariff war piled further pressure on an already deteriorating outlook. On a capital basis, the market has bled roughly $1.32 trillion in value since the losses began in Q4 2025—a figure that now exceeds Bitcoin’s own market capitalization of…

The S&P 500 Index has come under pressure in the past few days, moving from the year-to-date high of $7,620 to the current $7,354. This retreat continued amid the rising jitters that the AI boom is ending. This article highlights some of the top catalysts for the index and its ETFs like VOO and SPY. S&P 500 Index to react to US nonfarm payrolls dataA key catalyst for the S&P 500 Index will come out on Friday, when the US publishes the latest non-farm payrolls (NFP) data that will shed more color on the state of the US economy. Economists predict the…

The S&P 500 Index has come under pressure in the past few days, moving from the year-to-date high of $7,620 to the current $7,354. This retreat continued amid the rising jitters that the AI boom is ending. This article highlights some of the top catalysts for the index and its ETFs like VOO and SPY. S&P 500 Index to react to US nonfarm payrolls dataA key catalyst for the S&P 500 Index will come out on Friday, when the US publishes the latest non-farm payrolls (NFP) data that will shed more color on the state of the US economy. Economists predict the…

The reflex take on Broadcom (AVGO) is that it is just another way to ride Nvidia’s AI boom. It is closer to the opposite. Broadcom’s growth engine is custom AI silicon — the application-specific chips (XPUs) that Google, Meta, OpenAI and Anthropic are commissioning precisely to escape Nvidia’s merchant-GPU pricing. So when you buy AVGO at roughly $367 in late June 2026, you are not doubling down on Nvidia; you are betting that the largest AI buyers keep designing their way around it. That distinction is the whole ballgame, and it is why the spread between a $630 bull case…

Figma’s stock price has imploded since its initial public offering (IPO) last year as the exuberance that fueled its private-market valuation collided with the realities of life as a publicly traded company. FIG dropped to $16 on Thursday, down sharply from the all-time high of $142.Private valuation and public realityFigma is one of the best-known software companies in the corporate world. Over the years it has become a beloved name among designers because of the collaborative aspect. This popularity surged before it became a publicly traded company. At its peak, it reached a $20 billion valuation when Adobe placed a bid.…

A growing chorus of China’s most influential hedge fund managers is sounding the alarm on what they describe as a dangerously overheated global AI trade.After an explosive run-up in semiconductor and model‑development stocks from Seoul to Silicon Valley, several of Beijing’s money managers now argue the rally has detached from fundamentals – and that the first cracks are already visible.Veteran managers are now calling AI a super bubbleTwo of China’s best‑known hedge funds – Wealspring Asset and Shanghai Banxia Investment Management – have issued unusually blunt warnings that the AI boom has entered bubble territory, said a Bloomberg report.Wealspring, founded…

The tired framing of Intel is the fallen giant that missed mobile, missed AI, and handed its manufacturing crown to Taiwan. That story is two years out of date. Intel (NASDAQ: INTC) closed at $128.76 on June 26, 2026 after a turnaround run that has lifted the stock nearly 500% under chief executive Lip-Bu Tan (Fortune), and the real question for a 2026 price forecast is no longer survival — it is whether the foundry bet converts. My read, having tracked the foundry wars through the 18A delays and the CHIPS Act drama, is that the entire bull-bear range, from…

Base will not let issuers create tokens under its new B20 standard until 6pm UTC on June 26, after confirming that the internal switch controlling the feature can take up to an hour to come online once the Beryl hard fork activates. B20 is the centerpiece of Beryl and the reason the upgrade matters to stablecoin and real-world-asset issuers, since it lets them mint compliant tokens directly on Base rather than writing and auditing their own smart contracts. That feature arrives a beat behind the fork itself, and any attempt to deploy a token before the switch flips simply fails,…