Two analyst upgrades for Microsoft $MSFT in one day. Oppenheimer at $570, Cantor at $608. The AI platform story and Copilot monetization are doing the heavy lifting here π€
π° Binance has taken a $100 million stake in Circle and signed a five-year deal to promote USDC on its platform, with Circle paying monthly fees based on USDC held through its wallet π€
AMD just crossed $1 trillion in market cap for the first time, up 10% Monday to a record $615.52. $AMD is up 185% in 2026 and the AI trade is back in full swing π
GameStop $GME pops 3% after CEO Ryan Cohen drops $26.4M on insider buys. Director Attal also picked up more stock on the same day. Two insiders buying on the same day is hard to ignore π
π° X now lets U.S. users tap cashtags such as Bitcoin $BTC and Tesla $TSLA to view live charts and jump directly to Coinbase $COIN, Kraken, Gemini, Interactive Brokers or Moomoo to complete a trade π
π° Bitcoin $BTC could benefit from an AI spending downturn, according to Arthur Hayes, who argues that stress in data-center debt, private credit and insurers could eventually trigger fresh government or financial-system liquidity βΏ
Bitcoin $BTC just broke through $82,000 resistance and hit an 8-month high of $87,000, wiping out $750M in bearish bets along the way. The rally is picking up steam fast π
Alphabet $GOOGL rose about 2% Monday as Google opened pre-orders for its new Googlebook laptops. Prices start at $899, with Gemini AI built directly into the experience alongside tighter Android integration π»
Accenture $ACN jumped as much as 6% Monday after announcing an expanded Anthropic partnership. The companies each plan to invest at least $1 billion over five years in AI model evaluation and safety π€
Nvidia $NVDA rose about 1% Monday as AI stocks gained. CEO Jensen Huang said he sees a β0% chanceβ AI causes human extinction by 2030, pushing back against calls to slow frontier AI development π€
Coinbase $COIN jumped about 6% Monday as Bitcoin moved above $85,000 and the company launched IPO access for U.S. retail customers. Oura is the first deal available through the new feature π
Strategy $MSTR is buying Bitcoin again. The company added 950 BTC at an average $79,670 last week, while Bitcoin climbed to an eight-month high above $85,000 and lifted crypto stocks across the board βΏ
π° The Week Ahead: Investors will watch the Trump-Xi summit, Meta $METAβs AI event, Costco $COST earnings, U.S. PMI data and several Federal Reserve speakers during a packed market week π
π° Stock Market Today: Dow Jones $DJI, S&P 500 $ES and Nasdaq $IXIC futures rose Monday as investors looked toward the Trump-Xi summit, lower oil prices and fresh Federal Reserve signals after a difficult week for Wall Street π
π° Accenture $ACN will work alongside Anthropic's internal teams to test advanced AI models, assess alignment and evaluate safeguards, with more independent evaluators expected to follow π§
π° Trump says the U.S. will create an βAI Forceβ and appoint a new AI czar, but the White House has not yet detailed the group's structure, budget, authority or launch date π€
Bitcoin $BTC has closed above its 50-week moving average for the first time in 45 weeks, putting a historically watched recovery signal back in focus as traders now turn their attention to $83,000 π
π° Palantir $PLTR, AT&T $T and Spotify $SPOT were named among UBS's top stock picks as the bank pointed to AI demand, fiber growth and improving margins despite weaker 2026 share performance. π
π° Anthropic is considering a new AI model as OpenAI's GPT-6 Astra gains enterprise users, while the Claude developer also prepares for a possible November IPO at a valuation near $2 trillion π€