Bitcoin turns 17 years old in January. But for newer investors, there’s still considerable need for demystification around the investment case for cryptocurrency and the role asset class can play in well-balanced portfolios.
One thing is clear: ETFs such as the Coinshares Valkyrie Bitcoin...
Experienced traders and investors know that when it comes to semiconductor stocks, Nvidia (NVDA) is the marquee name. The company owes that, in large part, to its significant artificial intelligence (AI) footprint. However, Nvidia isn’t the only game in town regarding mega-cap AI...
Investors love their tech stocks, and for good reason: In 2024 the so-called Magnificent Seven stocks drove outsized performance for countless investors. Big names like Google (GOOG) and Microsoft (MSFT) continue to play market leading roles. They also, of course, fall into the...
What You’ll Learn
How Bitcoin responded to the Fed’s first rate cut since December
What the Fed’s projections reveal about divisions within the committee
Why markets are hesitant to price in a full easing cycle just yet
Bitcoin holds steady
Bitcoin’s reaction to the Federal Reserve’s first rate...
By Ayush Babel, Director, Quantitative Research, and Alejandro Saltiel, CFA, Head of Indexes, U.S.
Key Takeaways
Following a sharp market rebound after April’s tariff-induced sell-off, the Magnificent 7 (Mag7) surged, with 44.46% returns and Q2 earnings growth of 25.3%, reaffirming their dominant position in the S&P 500 landscape.
AI remains...
The Fed’s big rate cut has arrived, boosting market performance and brightening outlooks. With potentially even more cuts coming down the line, too, investors have reason for optimism. Looking further ahead, though, volatility remains a significant risk. Rate cuts may fail to reinvigorate...