Binance Coin (BNB) surged past the $900 psychological barrier over the weekend, touching approximately $907 as a perceived regulatory thaw and accelerating institutional investment combined to lift the broader cryptocurrency market. The rally, which saw BNB reclaim a key technical zone, was catalyzed by the U.S. Securities and Exchange Commission’s reported decision to remove crypto from its 2026 priority risk list—a move hailed by former Binance CEO Changpeng Zhao as a potential harbinger of a new ‘Super Cycle.’ With major banks like Wells Fargo and Morgan Stanley deepening their crypto market involvement, traders are now parsing a packed U.S. macroeconomic calendar for clues on whether the bullish momentum can sustain.
about BNB Surges Past $900 as Regulatory Shift Fuels Crypto Optimism
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JPMorgan Explores Crypto Trading for Institutional Clients
JPMorgan Chase & Co. is reportedly considering offering cryptocurrency trading services to its institutional clients, signaling a significant shift in Wall Street’s approach to digital assets. The move, still in early stages, would include spot trades and derivatives while initially avoiding custody services. This development reflects growing institutional demand and a more favorable regulatory climate under the current administration.
about JPMorgan Explores Crypto Trading for Institutional ClientsMichael Burry Bets $1.1B Against AI Stocks, Sparking Selloff
Legendary investor Michael Burry has placed a massive $1.1 billion bet against AI giants Nvidia and Palantir, warning that artificial intelligence stocks have entered bubble territory. The disclosure triggered immediate sell-offs across global tech markets as investors reassessed AI valuations, with Palantir dropping up to 16% and the Nasdaq recording its largest one-day drop in nearly a month.
about Michael Burry Bets $1.1B Against AI Stocks, Sparking SelloffWall Street CEOs Warn of Stock Pullback Amid High Valuations
US equity futures declined as top Wall Street executives from Capital Group, Morgan Stanley, and Goldman Sachs sounded alarms about stretched market valuations, signaling potential turbulence ahead for investors. The collective warning from these financial leaders comes amid disappointing market reactions to strong corporate performance from companies like Palantir, which failed to overcome investor skepticism despite impressive sales growth, while corporations increasingly turn to debt markets as an alternative financing source in the current uncertain environment.
about Wall Street CEOs Warn of Stock Pullback Amid High ValuationsDavid Tepper’s Top 4 Stocks: 37% of Portfolio Revealed
Legendary billionaire investor David Tepper has made significant portfolio adjustments through his hedge fund Appaloosa Management, concentrating nearly 37% of his assets in just four strategic holdings. His recent moves reveal a calculated shift toward Chinese equities and AI-focused technology giants, reflecting his deep-value approach despite expressing discomfort with current market conditions. With Alibaba, Amazon, Microsoft, and Meta Platforms comprising his core positions, Tepper appears positioned to capitalize on the next wave of AI innovation and international market opportunities.
about David Tepper's Top 4 Stocks: 37% of Portfolio RevealedOpenAI Hires 100+ Ex-Bankers to Train AI Financial Models
OpenAI has secretly assembled a team of more than 100 former investment bankers from Wall Street’s most prestigious firms to train artificial intelligence systems that could fundamentally reshape the financial industry. The project, code-named Mercury, represents a direct assault on the traditional grunt work performed by junior bankers, with participants earning $150 per hour to develop AI models capable of handling complex financial transactions including restructurings and initial public offerings.
about OpenAI Hires 100+ Ex-Bankers to Train AI Financial ModelsMorgan Stanley Shorts Italian Bottle Cap Maker Bonds
Morgan Stanley’s credit trading desk is actively pitching investors to short the bonds of Italian bottle cap manufacturer Guala Closures SpA, signaling growing institutional concern about the company’s financial stability. The investment bank contends that Guala’s debt is significantly overvalued given multiple financial headwinds, including a balance sheet strained by acquisition spending, declining sales pressure, and looming credit rating downgrades. This bearish recommendation represents a calculated bet against the Italian manufacturer’s ability to navigate its current challenges.
about Morgan Stanley Shorts Italian Bottle Cap Maker BondsStrong Earnings Boost Markets Despite Trade War, Shutdown
U.S. stock futures are climbing as robust corporate earnings from major financial institutions and tech companies overshadow ongoing trade tensions and the government shutdown. Investors are showing renewed confidence despite geopolitical and domestic political headwinds, with the positive earnings momentum appearing strong enough to counterbalance broader economic concerns as major indices post significant premarket gains.
about Strong Earnings Boost Markets Despite Trade War, ShutdownBank Earnings Beat, AI Data Center Deals, Nvidia Target Raised
The US financial markets opened with robust momentum as banking giants Bank of America and Morgan Stanley delivered stronger-than-expected third-quarter trading results, while the energy sector races to secure data center deals to meet exploding AI infrastructure demand. In a bold analyst move, HSBC’s Frank Lee raised Nvidia’s price target to a Wall Street-high $320, while Blue Owl’s Marc Lipschultz mounted a fierce defense of private credit against JPMorgan CEO Jamie Dimon’s critical ‘cockroach’ characterization of the sector.
about Bank Earnings Beat, AI Data Center Deals, Nvidia Target RaisedWall Street Banks Score $15B Trading Profit on Stock Rally
Wall Street’s biggest banks capitalized on the stock market’s steady ascent to generate approximately $15 billion in trading revenue during the third quarter. Morgan Stanley led the pack with a record $4.12 billion in equities trading, marking its best third-quarter performance ever. Most major institutions exceeded analyst expectations despite ongoing market volatility, demonstrating their ability to profit from both chaotic and steadily rising market conditions.
about Wall Street Banks Score $15B Trading Profit on Stock RallyWall Street Upgrades: Uber, Logitech, DoorDash Stocks Boosted
Major Wall Street firms have delivered a series of bullish upgrades this week, with analysts from Guggenheim, Citi, JPMorgan, and Wells Fargo raising ratings on Uber, Logitech, DoorDash, and Apellis Pharmaceuticals. These upgrades come amid mixed market performance, highlighting specific growth catalysts and improving fundamentals across the technology, delivery, and pharmaceutical sectors that analysts believe position these companies for significant upside.
about Wall Street Upgrades: Uber, Logitech, DoorDash Stocks BoostedU.S. Stocks Rally on Strong Bank Earnings
U.S. stock markets surged Wednesday as major financial institutions reported stronger-than-expected quarterly results, driving significant gains across all three major indices. The Dow Jones Industrial Average climbed 351 points (0.8%), the S&P 500 gained 1%, and the Nasdaq Composite jumped 1.2% in a broad-based rally led by banking giants Bank of America and Morgan Stanley. Despite the day’s impressive performance, ongoing trade concerns continue to cast a shadow over market sentiment, reminding investors that fundamental risks remain even amid the current optimism.
about U.S. Stocks Rally on Strong Bank Earnings