The post Low-Volatility Beats Momentum as Defensives Return appeared on BitcoinEthereumNews.com.
Low-volatility just beat momentum over a stretch that actually matters, and defensive sectors have quietly taken the wheel. If you’ve been watching the S&P 500 lurch between AI euphoria and macro nerves, this is your sign the market’s tone is changing. This piece walks through what’s behind the defensive rotation, how low-vol stacks up against momentum, where the data confirms it, and what it could mean for tech, small caps, and even crypto liquidity. I’ll keep it practical: signals to track, ways to express or hedge the view, and the common mistakes investors make when these rotations kick off. Yes, low-volatility has started to beat momentum, and the S&P 500’s defensive rotation is back on the tape. In late June, defensive sectors led, market breadth improved, and a simple SPLV-over-MTUM look turned up. This isn’t a victory lap for the bears; it’s a nudge to reassess factor risk and conce
The post Manufacturers Rushed Into AI. The Returns Aren’t Showing Up appeared on BitcoinEthereumNews.com.
Manufacturers are deploying AI across operations, but the harder question is whether those tools are producing measurable gains in cost, throughput and efficiency. getty Manufacturers are adopting AI aggressively, especially in operations. But the returns are harder to prove, and the way factories buy AI may be part of the problem. In Grant Thornton’s 2026 AI Impact Survey, none of the 100 manufacturing leaders surveyed reported a significant revenue increase from AI. None reported significant cost savings either. Across the other industries in the same study, 12% of respondents reported each. A zero inside a sample that size isn’t a rounding error. It’s a warning. On paper, manufacturing should be easy ground for AI. Factories already run on sensor data, repetitive processes and decades of automation. Yet the sector shows one of the widest gaps between AI activity and AI results a
The post MARA Stock Pops as Bitcoin Miner Agrees to Acquire Massive Powered Texas Land Plot appeared on BitcoinEthereumNews.com.
In brief MARA Holdings is acquiring a 1,200+ acre powered site in Matagorda County, Texas from HIF USA, gaining access to up to 2 GW of grid capacity by April 2028. The site will become a computing campus for AI/HPC workloads and Bitcoin mining; HIF keeps a minority stake and continues its fuel projects elsewhere. MARA shares spiked Thursday following the announcement, now up more than 50% so far in 2026. MARA Holdings, the publicly traded Bitcoin-mining giant, is deepening its bet that America’s power grid—not the cryptocurrency itself—is the real asset worth owning. And its stock is flying Thursday following the announcement. The Miami-based company announced Thursday that it has struck a deal with HIF USA, a synthetic-fuels developer, to acquire a sprawling piece of land in Matagorda County, Texas, about 90 miles southwest of Houston. The site, spanning mo
The 1,200-acre Matagorda County site was previously slated for a $7 billion HIF Global e-fuels plant backed by Texas Gov. Greg Abbott before HIF pivoted to power computing instead.
The massive inflow into semiconductor ETFs highlights potential market overvaluation and the cyclical risks associated with AI-driven demand surges.
The post IShares Semiconductor ETF sees record $5B inflow as chip fund mania reaches fever pitch appeared first on Crypto Briefing.
TeraWulf's pivot to AI infrastructure highlights a broader trend of crypto firms diversifying to stabilize revenue amid market volatility.
The post TeraWulf eyes $4B for Anthropic-leased data center as Bitcoin miner pivots to AI appeared first on Crypto Briefing.
The post Fed: Hawkish minutes keep upside rate risks – ING appeared on BitcoinEthereumNews.com.
ING strategists Michiel Tukker and Benjamin Schroeder note that the Federal Reserve’s June minutes confirmed a more hawkish stance despite an unchanged policy rate. They highlight that nine officials pencilled in higher rates by year-end and that most see further policy firming as likely if inflation stays elevated due to AI-driven demand, high energy prices and tariffs, though ING’s base case expects moderation. June minutes reinforce hawkish Fed stance “This more upbeat take on the economy and the labour market was also reflected in the more hawkish stance of the Fed, which was just confirmed by the minutes of the June meeting.” “While voting unanimously to keep rates on hold, that meeting saw nine Fed officials pencilling in higher rates by the end of this year.” “Most officials agreed that “some policy firming would likely be warranted” in a scenario in which inflation remained elevated
Marathon's strategic pivot to AI and HPC could stabilize revenue streams, reducing reliance on Bitcoin's volatility and enhancing growth potential.
The post Marathon Digital Holdings gains 14% after announcing $600M Texas AI and Bitcoin mining campus plan appeared first on Crypto Briefing.
