「White Hair Stock God」: Several AI small and mid-cap targets still have upside potential, personally holding NBIS, TSEM, and AAOI
June 9 – The renowned "White-Haired Stock Sage" Serenity posted on social media that a cohort of mid-cap and small-cap companies with AI exposure (sporting market capitalizations between roughly $10 billion and $100 billion) are still compelling trading opportunities in today’s market. These names include: ASX, Sumitomo Electric, JBL, VICR, GFS, AAOI, AlChip, TSEM, FN, Furukawa Electric, CLS, NBIS, NOK, AMKR, LITE, and COHR.
Serenity added that this basket of "AI exposure trades" collectively has a market cap in the $10 to $100 billion range, and may currently deliver a more favorable risk-reward profile than the substantially appreciated Arm Holdings and Marvell Technology. The investor revealed he only holds positions in NBIS, TSEM, and AAOI personally, but opined that all the highlighted stocks still have room for further upside.
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Nasdaq Establishes Economic Research Institute, with AI as the First Key Research Area
June 9 – Nasdaq today announced the launch of the Nasdaq Economics Research Institute, designed to examine key issues impacting the global economy and capital markets.
Artificial Intelligence (AI) has been named the institute’s inaugural core research area. It will focus on analyzing AI’s long-term impacts across areas including productivity, the labor market, corporate operations, capital allocation, and financial market development, delivering research support and actionable insights to investors, businesses, and policymakers.
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Morpho Completes $175 Million Funding Round, Led by a16z Crypto and Paradigm
June 9 – DeFi lending protocol Morpho has closed a $175 million funding round, led by a16z Crypto, Paradigm, and Ribbit Capital, with additional participation from Apollo Funds, Circle Ventures, VanEck, and other institutional investors, per Fortune magazine.
The round was priced based on Morpho’s average token value over the past month, bringing the protocol’s valuation to roughly $20 billion. Morpho allows institutions to build custom on-chain lending markets and adjust risk parameters to fit their needs, and it has already drawn adoption from major firms including Coinbase, Kraken, Anchorage Digital, and Galaxy Digital. Current data shows the protocol’s Total Value Locked (TVL) stands at around $6.6 billion.
Moving forward, Morpho plans to expand its institutional DeFi lending business and ramp up competition with leading lending protocols like Aave.
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Blackrock Deposits 3,966 BTC to Coinbase, Worth Approximately $244.4 Million
June 9: Per Onchain Lens monitoring, asset manager BlackRock has just deposited 3,966 bitcoins (BTC) into Coinbase, valued at approximately $244.4 million. The firm may continue adding more assets in future transactions.
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JPMorgan Chase: US Stock ETF Inflows Offset Selling Pressure from Futures Market
June 9 – JPMorgan Chase reported that U.S. stock index futures posted roughly $21 billion in net selling last week, with the vast majority of that selling pressure concentrated on Friday’s S&P 500 Index and Nasdaq 100 Index futures contracts.
Stock exchange-traded funds (ETFs), however, drew in $26.8 billion in inflows — more than enough to offset the outflows from the futures market and deliver an overall net positive for U.S. stock ETFs. This signals investors are actively allocating capital to U.S. stock assets via ETFs, even amid heightened market volatility.
Fixed-income ETFs also saw robust inflows, reflecting growing investor demand for bond assets, while commodity funds and select emerging market funds recorded outflows.
JPMorgan added that investors are rotating their allocations across different sectors, but the broader market remains bullish on stocks. That indicates that despite recent spikes in volatility, institutional funds have not shown signs of a massive exodus fro
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After Trump's Re-election as President of the United States, Family's Crypto Empire Rakes in $2.3 Billion
NEW YORK, June 9 (Reuters) – A Reuters investigation has uncovered that since Donald Trump returned to the U.S. presidency, his family’s cryptocurrency projects have generated at least $2.3 billion in profits from investors. Conversely, more than 1 million investors have suffered roughly $2.3 billion in net collective losses as of the end of April, according to the findings.
These investors span two key groups: retail investors who bought cryptocurrency and related stocks directly, and those with indirect exposure to Trump-related crypto assets via ETFs and other investment vehicles. The total loss figure also includes unrealized losses on unsold assets.
The analysis linking the Trump family’s crypto returns to investor losses draws on blockchain transaction records, thousands of pages of corporate documents, public disclosures from Trump-linked businesses, statements from Trump family members and project executives, plus interviews with multiple industry insiders.
Reuters’ findings
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