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Key Takeaways From Equity Earnings Calls: Q2 2025

Friday, September 5, 2025

Key Takeaways From Equity Earn

Managed care companies face pressure from unexpectedly high utilization rates, particularly in Medicaid and Affordable Care Act exchange populations, potentially squeezing profit margins.

Active Managers Aren't Chasing The Tech Rally

Friday, September 5, 2025

Active Managers Aren't Chasing

Powered by mega-cap technology names, the U.S. stock market is trading near all-time highs, but active managers aren’t joining the rally.

ARK Invest Buys $15.6M Shares of Ether Treasury Firm Bitmine

Thursday, August 28, 2025

ARK Invest Buys $15.6M Shares

Bitmine is one of the largest corporate holders of ether, having purchased over 1.7 million ETH, worth just under $8 billion at current prices.

ARK’s Recent Highs Led to Massive Outflows. Are Institutional Investors to Blame?

Monday, August 25, 2025

ARK’s Recent Highs Led to Mass

The company’s massive asset moves may, in part, reflect institutional investors’ entry into the industry, particularly crypto.

The Strategy Shift In The Markets As Tech Stock Rally Takes A Pause

Friday, August 22, 2025

The Strategy Shift In The Mark

Markets are taking a breather as the once red-hot tech sector shows signs of cooling. TD Asset Management's Jeff Evans shares discusses what conditions could fuel a further market rally.

ARKW: Aggressive, Highly Volatile Tech Growth Play With Bitcoin Exposure

Wednesday, August 20, 2025

ARKW: Aggressive, Highly Volat

Explore the ARK Next Generation Internet ETF (ARKW), its focus on disruptive innovation, top holdings, past performance, and risks.

Cathie Wood's Ark Invest Buys $177 Million in Bullish Shares After Big Crypto IPO

Thursday, August 14, 2025

Cathie Wood's Ark Invest Buys

Lauded tech investor Cathie Wood got in on the latest blockbuster crypto IPO, with Ark Invest buying up millions of shares in Bullish.

Ark Invest Buys More Than 2.5M Bullish Shares on Day of NYSE Debut

Thursday, August 14, 2025

Ark Invest Buys More Than 2.5M

Cathie Wood’s firm spread the new holdings across three different funds, ARKK, ARKW and ARKF as the stock continues to surge on its second day of trading.

Cathie Wood's ARK ETFs See Record Investor Rush

Thursday, August 14, 2025

Cathie Wood's ARK ETFs See Rec

Cathie Wood's ARK ETFs, ARKK and ARKW, roar back with record single-day inflows, flipping 2025 flows from deep red to billions in the black.

Cathie Wood Bets $19 Million More On Jack Dorsey's Block Amid Bitcoin's All-Time High Push, Dumps Shopify Stock

Wednesday, August 13, 2025

Cathie Wood Bets $19 Million M

On Monday, Cathie Wood-led Ark Invest made significant trades involving Block Inc. (NYSE:XYZ) and Shopify Inc. (NASDAQ:SHOP). The Block Trade saw Ark Invest making substantial purchases of the shares

July Market Recap: Positioning For AI Demand And Policy Uncertainty

Tuesday, August 12, 2025

July Market Recap: Positioning

Our framework focuses on where structural shifts are creating lasting opportunity, not on short-term market movements.

Tracking Cathie Wood's ARK Invest 13F Portfolio - Q2 2025 Update

Thursday, August 7, 2025

Tracking Cathie Wood's ARK Inv

ARK Invest's Q2 2025 portfolio hits $13.6B, emphasizing disruptive tech. See more on trends, new stakes, key exits, and top growth investments from ARK.

Cathie Wood Piles Into AMD, Trims Others

Thursday, August 7, 2025

Cathie Wood Piles Into AMD, Tr

$38 million buy follows mixed earnings and price-target hikes

Tech Sector Revenue Growth Has Been Accelerating Since Late '22

Wednesday, August 6, 2025

Tech Sector Revenue Growth Has

Looking at the data in this weekend’s post on Q2 ’25 and Q3 ’25 S&P 500 earnings, something caught my eye.

OGIG: Capturing Tech's Bright Future

Wednesday, August 6, 2025

OGIG: Capturing Tech's Bright

OGIG ETF offers global diversification, focusing on internet giants like Microsoft, Amazon, and Alphabet for growth and stability. Check out why OGIG is a buy.

Cathie Wood is Buying Figma Stock with Both Hands. Should You Buy This Hot IPO, Too?

Tuesday, August 5, 2025

Cathie Wood is Buying Figma St

Figma stock has almost tripled in market value since its initial public offering last week, attracting investments from Cathie Wood and others.

Stay Long Tech And Growth

Tuesday, August 5, 2025

Stay Long Tech And Growth

In this article, I discuss resiliency in the tech sector and why I believe adding further to core positions in the space is justified.

Figma Stock Rises After Record IPO Surge. Cathie Wood Bought in, There’s a Hurdle for Others.

Friday, August 1, 2025

Figma Stock Rises After Record

Figma stock was rising again after the biggest ever first-day gain for an IPO which raised more than $500 million.

3 Things - Macro Thoughts

Thursday, July 31, 2025

3 Things - Macro Thoughts

While this is not exactly like the Covid-induced 2021 speculative market, there are signs that something similar is occurring in 2025.

Cathie Wood buys $15 million of market's hottest tech stock

Wednesday, July 30, 2025

Cathie Wood buys $15 million o

Cathie Wood buys Bitmine shares worth more than $15 million.

ARK Invest Buys Another $15.3M Worth of Ether Strategy Firm BitMine Immersion

Wednesday, July 30, 2025

ARK Invest Buys Another $15.3M

Cathie Wood's investment management firm added 477,498 BMNR shares across its Innovation and Next Generations Internet ETFs

Cathie Wood Loads Up Millions on Google, AMD in Bold ARK Shift

Tuesday, July 29, 2025

Cathie Wood Loads Up Millions

ARK Amplifies AI Bet, Snaps Up AMD Shares Amid Tech Overhaul

ARK Invest Buys the Dip on Ether Strategy Firm BitMine With $18.6M Purchase

Tuesday, July 29, 2025

ARK Invest Buys the Dip on Eth

Cathie Wood's investment firm added a total of 529,366 BMNR shares to its Innovation and Next Generations Internet ETFs

Tech Sector Now 1/3rd Of S&P 500

Monday, July 28, 2025

Tech Sector Now 1/3rd Of S&P 5

Amid the AI Boom, the Technology sector's weighting in the S&P 500 has now eclipsed 1/3rd of the index.

Cathie Wood Buying the Tesla Dip, Should You?

Monday, July 28, 2025

Cathie Wood Buying the Tesla D

Tesla Slides--ARK Invest Makes Bold $ million?Plus Bet

The 1-Minute Market Report - July 26, 2025

Monday, July 28, 2025

The 1-Minute Market Report - J

July was already a reasonably good month, but last week it kicked into a higher gear.

Tech Spending Intent Momentum Slows Amid Policy Volatility - Tech Demand Indicator Highlights From Q2 2025

Saturday, July 26, 2025

Tech Spending Intent Momentum

The Q2 2025 Tech Demand Indicator score was 51.9, indicating a slightly positive sentiment.

BNY Wealth's Alicia Levine On Markets' New Highs And American Exceptionalism

Friday, July 25, 2025

BNY Wealth's Alicia Levine On

Alicia Levine, Head of Investment Strategy and Equities at BNY Wealth, joins the MoneyShow MoneyMasters Podcast to break down what’s really driving the market to new highs.

Bitmine Immersion Gains Major New Supporter

Tuesday, July 22, 2025

Bitmine Immersion Gains Major

Bitmine Immersion surged after announcing major Ethereum-focused capital raises, but shares have dropped significantly from their peak.

Tech Sector Overbought For 46 Trading Days And Counting

Sunday, July 20, 2025

Tech Sector Overbought For 46

The Tech sector has now rallied 45% since its low point in early April, leaving it at all-time highs.

Tesla Is Worth $1 Trillion Again. ARK’s Cathie Wood Bought More Stock.

Wednesday, July 16, 2025

Tesla Is Worth $1 Trillion Aga

ARK Invest bought Tesla stock on Tuesday, about a week before the electric-vehicle maker reports second-quarter earnings.

ARKW: High Conviction Innovation With High Risk - A Tactical Hold At Best

Wednesday, July 16, 2025

ARKW: High Conviction Innovati

ARKW: Enticing Fund, But The Rally Is Stretched

Wednesday, July 16, 2025

ARKW: Enticing Fund, But The R

ARK Next Generation Internet ETF balances mega-cap stability with speculative growth. Find out why ARKW is a Hold.

Cathie Wood Is Buying Tesla Stock Here. Should You?

Tuesday, July 15, 2025

Cathie Wood Is Buying Tesla St

Cathie Wood loaded up on nearly 60,000 TSLA shares this past Friday. UBS disagrees with Wood’s optimism on Tesla stock.

Q2 2025 Earnings Preview: Modest Growth Expected Amidst Economic Crosswinds

Tuesday, July 15, 2025

Q2 2025 Earnings Preview: Mode

BMO Announces Final Valuations and Declares Final Distributions on Units of ETF Series of Terminated BMO Mutual Funds

Monday, July 14, 2025

BMO Announces Final Valuations

BMO Investments Inc. ("BMOII") today announced the final net asset values for the ETF Series of each of BMO ARK Genomic Revolution Fund (Cboe Canada: ARKG), BMO ARK Innovation Fund (Cboe Canada: ARKK)

Cathie Wood Holding Circle Internet Shows Resilience

Wednesday, July 9, 2025

Cathie Wood Holding Circle Int

As the global financial system turns to a more digital environment, cryptocurrency stablecoin issuer Circle Internet Group seems to have found its niche. Circle Internet stock is a new issue that has

Technology Sector: Looking At The Last 5 Quarters' 'Upside Surprise' Factor

Tuesday, July 8, 2025

Technology Sector: Looking At

5 American ETFs Witnessing Gains Ahead of Independence Day

Thursday, July 3, 2025

5 American ETFs Witnessing Gai

SHLD, ARKW, BUZZ and other U.S. ETFs are seeing gains ahead of July 4.

Chart Of The Day: Big Tech Is So Back - Again

Friday, June 27, 2025

Chart Of The Day: Big Tech Is

Since the stock market bottomed out on April 7, we’ve seen most (though not all) of the biggest tech stocks rocket higher. What’s behind the resumption of the Big Tech trade? Read more here.

Wall Street Breakfast Podcast: States Win First Round In EV Charger Lawsuit

Wednesday, June 25, 2025

Wall Street Breakfast Podcast:

Cathie Wood Is Dumping Circle Stock. Should You?

Tuesday, June 24, 2025

Cathie Wood Is Dumping Circle

Circle’s IPO delivered fireworks, but Cathie Wood’s selloff signals it might be time for a sober look at the stock’s nosebleed valuation.

ARK Innovation ETF (ARKK) Hits New 52-Week High

Tuesday, June 24, 2025

ARK Innovation ETF (ARKK) Hits

ARKK surged to a 52-week high with an 89% rebound from the 52-week low price.

Weekly Commentary: Back For A Second Attempt

Sunday, June 22, 2025

Weekly Commentary: Back For A

Federal Reserve Credit increased $4.1 billion last week to $6.632 TN. Fed Credit was down $2.258 TN from the June 22, 2022, peak. Read more here.

Recent Academic Research Shows Which Q2 Earnings Reports Could Have The Biggest Impact On Markets

Tuesday, June 17, 2025

Recent Academic Research Shows

“Warp Speed Price Moves: Jumps after Earnings Announcements,” recently published in the Journal of Financial Economics, shows how efficient markets are at pricing in earnings results.

The 1-Minute Market Report June 15, 2025

Saturday, June 14, 2025

The 1-Minute Market Report Jun

Discover how geopolitical tensions and shifting investment trends could impact markets. Read more here.

The 1-Minute Market Report - June 8, 2025

Monday, June 9, 2025

The 1-Minute Market Report - J

In this brief market report, we look at the various asset classes, sectors, equity categories, ETFs, and stocks that moved the market higher and those that moved lower.

Brad Simpson On How Investors Can Traverse Market Uncertainty

Friday, June 6, 2025

Brad Simpson On How Investors

Markets have recovered from the April lows, but there is still plenty of uncertainty for investors. TD Wealth's Chief Wealth Strategist Brad Simpson discusses what may lay ahead.

Investing In The Great Tech Shake-Up Amid A Tariff Storm

Sunday, May 18, 2025

Investing In The Great Tech Sh

Section 232 Tariffs: Corporate Strategy And Reactions

Saturday, May 17, 2025

Section 232 Tariffs: Corporate

Corporate supply chain decision-makers have dealt with a rapidly shifting US tariffs landscape during the first four-and-a-half months of 2025.

Smooth Sailing Or Rocky Waters? How A Tariff Pause Could Impact Trade And Investing Outcome

Friday, May 16, 2025

Smooth Sailing Or Rocky Waters

Global trade tensions have eased, but should investors expect rapid progress or a longer path? TD Epoch's Kevin Hebner shares his views.

Tracking Cathie Wood's ARK Invest 13F Portfolio - Q1 2025 Update

Thursday, May 8, 2025

Tracking Cathie Wood's ARK Inv

Read here for ARK Invest's latest 13F updates: portfolio value shifts, top holdings, significant trades, and their open-source investment research approach.

The 1-Minute Market Report May 4, 2025

Saturday, May 3, 2025

The 1-Minute Market Report May

FDN: Internet Tech Growth Will Outshine Negative Qualities

Saturday, May 3, 2025

FDN: Internet Tech Growth Will

First Trust Dow Jones Internet Index ETF (FDN) is rated a buy, with strong growth from top holdings Netflix, Amazon, and Meta. See more here.

Geopolitical Shifts, Tariffs And Trump's First 100 Days In Office

Wednesday, April 30, 2025

Geopolitical Shifts, Tariffs A

Tech Spending Intent's Continued Rise Threatened By Tariffs

Tuesday, April 29, 2025

Tech Spending Intent's Continu

Corporate intent to spend on technology continued to rise in the first quarter, but future spending is likely to depend on tariff policies. Click to read.

Key Features Of The New World Order And What It Means For Investors

Tuesday, April 29, 2025

Key Features Of The New World

Global trade, technology, and geopolitics are undergoing a seismic shift. TD Epoch's Kevin Hebner discusses evolving trade policies and how it’s redefining the global economic order.

The 1-Minute Market Report April 27, 2025

Monday, April 28, 2025

The 1-Minute Market Report Apr

The best performer last week was blockchain, as Bitcoin bounced off of its recent low. The worst performer was volatility, as measured by the VIX index. Click to read.

Defense And Discipline: How To Stay Calm In Unruly Equity Markets

Friday, April 25, 2025

Defense And Discipline: How To

A well-planned defensive strategy can position equity portfolios to be resilient in a very harsh market environment.

ARKW: Unoriginal Portfolio Of Pricey Tech Stocks

Friday, April 25, 2025

ARKW: Unoriginal Portfolio Of

ARK Next Generation Internet ETF focuses on next-gen internet themes like cloud services, fintech, cryptocurrency, and streaming. Find out why ARK is a Hold.

Key Takeaways From Equity Earnings Calls

Wednesday, April 23, 2025

Key Takeaways From Equity Earn

ARK Invest Funds Become First U.S. ETFs To Add Exposure to Solana Through 3iQ’s Staking ETF

Tuesday, April 22, 2025

ARK Invest Funds Become First

ARK Invest, led by Cathie Wood, has become the first U.S.-listed asset manager to gain exposure to Solana through an ETF.

Overall U.S. Tariff Level Still High Despite Exemptions

Wednesday, April 16, 2025

Overall U.S. Tariff Level Stil

Dialing Down Reciprocal Duties On Phones, Computers, Later Increases A Risk

Wednesday, April 16, 2025

Dialing Down Reciprocal Duties

A World In Flux: Managing Evolving Risks In Equity Markets

Tuesday, April 15, 2025

A World In Flux: Managing Evol

From artificial intelligence to tariffs to macroeconomic uncertainty, threats are mounting to businesses, equity holdings and portfolio returns.

Trump's Great American Reset: China, Tariffs, And What Could Go Wrong

Thursday, April 10, 2025

Trump's Great American Reset:

Tariffs represent the challenging first phase of this reset, but they are a necessary tool to rebalance global trade. Click to read.

Trade War, Or Will Cooler Heads Prevail?

Monday, April 7, 2025

Trade War, Or Will Cooler Head

Tariffs, Tension, And Turbulence: Global Markets React To Trump's Trade Shock

Thursday, April 3, 2025

Tariffs, Tension, And Turbulen

President Trump’s new tariff regime imposes a 10% blanket duty on all U.S. imports, with targeted rates up to 49% on select countries, sparking fears of a global trade war.

A Clawback To Flat

Tuesday, April 1, 2025

A Clawback To Flat

Stocks began the week with a sprightly little recovery, bouncing off the opening lows. WTI crude oil surged 3.1% to a five-week high on geopolitical pressure. Economic data were mixed.

Is There Hope For The Market?

Thursday, March 20, 2025

Is There Hope For The Market?

After an impressive market rally that saw the S&P 500 rise 64.1% in just 27 months, the market recently retraced approximately 10% of its gains from its peak.

Long-Term S&P 500 Earnings Trends Along With Market Returns

Monday, March 17, 2025

Long-Term S&P 500 Earnings Tre

Over the years, one data point I’ve noticed is that many S&P 500 valuation models use a long-run S&P 500 EPS growth metric of 7% to estimate fair value on the benchmark.

Is TMAT An ARKK Competitor Worth Buying?

Monday, March 17, 2025

Is TMAT An ARKK Competitor Wor

The Main Thematic Innovation ETF and ARK Innovation ETF differ in management style and focus. Find out why ARKK and TMAT cater to distinct investor beliefs.

Economic Vitals Stay Strong Amid Trade Dustup

Thursday, March 13, 2025

Economic Vitals Stay Strong Am

Stocks rebounded on Wednesday as core inflation in the United States came in below consensus expectations and news of a possible 30-day truce in the Russia-Ukraine war emerged.

The 1-Minute Market Report March 8, 2025

Monday, March 10, 2025

The 1-Minute Market Report Mar

The market was down 3.1% for the week and down 2.9% YTD. We are now back to where we started on election day in November 2024. Click to read.

The Global Growth Engine: 2025 And Beyond

Wednesday, March 5, 2025

The Global Growth Engine: 2025

Going into 2025, the PGM remains strong, with the potential for other regions to start closing the gap with the United States. Click to read.

The 1-Minute Market Report March 1, 2025

Monday, March 3, 2025

The 1-Minute Market Report Mar

As tariff threats - real or threatened - ratchet up, and weakness in consumer spending hits the tape, investors pulled back from equities and sought safety in Treasury bonds. Click to read.

Trump 2.0: Infrastructure Week Finally Arrives

Tuesday, February 25, 2025

Trump 2.0: Infrastructure Week

The long-anticipated 'infrastructure week' has finally arrived, which isn’t a fleeting moment, but a cornerstone of the administration’s agenda.

The 1-Minute Market Report February 22, 2025

Monday, February 24, 2025

The 1-Minute Market Report Feb

The best performer last week was Asia, led by China. The worst performer was Blockchain, as Bitcoin ended the week at $95,600. Click to read.

DeepSeek Is Good News For The AI Gold Rush

Monday, February 17, 2025

DeepSeek Is Good News For The

DeepSeek caused lots of wild gyrations of most tech stocks. Net-net, the tech market ended down only 3-4%. That many big techs rose sharply reminds us of what stage we are in the gold rush.

Tariffs, Tech Earnings, And Inflation Concerns Test Markets

Wednesday, February 12, 2025

Tariffs, Tech Earnings, And In

Last week, markets absorbed tariff announcements, earnings reports from tech companies, news from the new US Treasury Secretary, disappointing US inflation-related reports, and more.

Elon Musk continues to be a 'troubleshooter': Cathie Wood

Friday, February 7, 2025

Elon Musk continues to be a 't

As Elon Musk's Department of Government Efficiency (DOGE) becomes more involved with the Trump administration, Tesla (TSLA) shares slid lower this trading week. To speak more about Musk's juggling of

SME IT Spending Strategies For 2025 Driven By AI Adoption

Thursday, February 6, 2025

SME IT Spending Strategies For

In 2024, IT spending showed a consistent positive trajectory, marking a significant rebound from the previous year's challenges. Read more here.

Why ARKW Will Dominate QQQ In 2025, Driven By Trump's Bitcoin Policies

Wednesday, February 5, 2025

Why ARKW Will Dominate QQQ In

ARKW is the only ETF that allows investors to get direct and indirect exposure to Bitcoin. Click here to read why ARKW is a Buy.

Tracking Cathie Wood's ARK Invest 13F Portfolio - Q4 2024 Update

Tuesday, February 4, 2025

Tracking Cathie Wood's ARK Inv

ARK Invest's 13F portfolio value increased by ~10% to ~$12B this quarter. Check out the top holdings and new stakes of the portfolio.

Why Bother With Defensive Equities During The New Trump Era?

Tuesday, February 4, 2025

Why Bother With Defensive Equi

Carefully curated defensive strategies can help investors position for potential instability, while capturing return potential in companies that can overcome hurdles ahead. Click to read.

Stocks That May Benefit From An AI Evolution This Year

Tuesday, February 4, 2025

Stocks That May Benefit From A

Tech stocks are in focus as many of the bellwethers report results, but also because of the potential impact of DeepSeek on the AI sector. Morningstar Research's David Sekera discusses.

FDN: Picking Stocks With High Internet Revenue

Tuesday, February 4, 2025

FDN: Picking Stocks With High

FDN holds a portfolio of 40 stocks focused on large companies in internet commerce. Find out why FDN ETF may be more useful for tactical allocation strategies.

Nicholas Grous Chats ARKW Fund: Investing In The Future Of The Internet

Tuesday, January 28, 2025

Nicholas Grous Chats ARKW Fund

The new ARKW Fund by ARK Invest focuses on the convergence between AI, smart contracts, blockchain, and more. Capture the upside of the growth of the internet with ARKW Fund by ARK Invest.

ARKW: Bitcoin And Tesla Have Been Strong, But A Correction Is Ongoing (Rating Downgrade)

Tuesday, January 14, 2025

ARKW: Bitcoin And Tesla Have B

ARKW is highly volatile, with significant exposure to Tesla & Bitcoin, comprising nearly quarter of its holdings. See why I downgrade the fund from buy to hold.

Freaky Friday

Sunday, January 12, 2025

Freaky Friday

"Interest rate going higher" obsession has been a target of many of my posts - the continual sawing of sawdust. It is freaky. Read more here...

Bitcoin: Torn Between Bull Runs And Bear Plunges, Extreme Volatility Ahead

Wednesday, January 8, 2025

Bitcoin: Torn Between Bull Run

Bitcoin's price projected to range between $70,000 and $150,000 in 2025 amidst market volatility and geopolitical shifts. Explore more details here.

OGIG: Why A Competitor Fund Offers A Stronger Holdings Mix

Tuesday, December 17, 2024

OGIG: Why A Competitor Fund Of

OGIG has outperformed the market YTD but lags behind FDN, which has a stronger mix of top holdings. Read why I'm neutral on the fund.

How Methodology Affects U.S. Technology Index Performance

Thursday, December 12, 2024

How Methodology Affects U.S. T

Index methodology can significantly affect performance, particularly in concentrated sectors like US tech. Read more here.

PagerDuty Could Be A Winner In 2025 (Rating Upgrade)

Wednesday, December 11, 2024

PagerDuty Could Be A Winner In

PagerDuty's Q3 growth shows promise for 2025. Find out why PD stock may rise as ARR growth and GAAP profitability set the stage for a strong 2026.

2025 Outlook: Building The Transformation

Sunday, December 8, 2024

2025 Outlook: Building The Tra

Jean Boivin shares insights into the structural shifts for 2025 and explains how to navigate the mega forces that BlackRock Investment Institute identifies as key drivers of the macro regime

Beyond The Trump Trade: U.S. Equity Investing In A New Policy Era

Wednesday, November 27, 2024

Beyond The Trump Trade: U.S. E

Whatever your views on the election, the market consensus believes the new administration is good news for American businesses and stocks.

Getting Active To Identify AI Winners

Monday, November 25, 2024

Getting Active To Identify AI

We see the AI revolution unfolding in three phases - buildout, adoption, transformation.Let’s start with buildout. This is where we are now.

Tech Concentration: A Global Phenomenon

Saturday, November 23, 2024

Tech Concentration: A Global P

The Technology industry is not a monolith. Regional Tech industries can behave differently driven by their unique composition of subsectors. Read more here.

The Enduring Advantage

Saturday, November 23, 2024

The Enduring Advantage

Nothing today is telling us to expect a shift away from what has been perhaps the single most enduring advantage in equity allocation for several decades, and that is US large cap equities

Why The Election Rally Could Continue

Thursday, November 21, 2024

Why The Election Rally Could C

Russ Koesterich discusses why the equity market rally following the U.S. presidential election could continue into year-end. Click to read.

Global Liquidity Vs. Debt Maturity Wall: What Investors Need To Know About 2025

Wednesday, November 20, 2024

Global Liquidity Vs. Debt Matu

Exploring Howell's views on global liquidity, its drivers, and why monitoring it is essential for investors who want to stay ahead of major bullish and bearish market trends.

Back To Business

Monday, November 18, 2024

Back To Business

While Nvidia is among companies still to report, we are nearing the end of third-quarter earnings season, and it has been reasonably upbeat. Click to read.

Fundamentals Vs. Politics: What Could Drive Markets Going Forward?

Friday, November 15, 2024

Fundamentals Vs. Politics: Wha

Many investors are now assessing how a new administration will impact the economy and markets. TD Asset Management's Justin Flowerday discusses the possible market drivers going forward.

Tech M&A Outlook Mixed Under New Trump Administration

Wednesday, November 13, 2024

Tech M&A Outlook Mixed Under N

Equity and policy analysts forecast a surge in M&A across sectors in 2025, though the outlook for the tech sector is less certain.

Big Tech Ramps Up Capex As First Signs Of AI Returns Emerge

Friday, November 8, 2024

Big Tech Ramps Up Capex As Fir

Big Tech companies significantly boosted their capital expenditures in the third quarter, reflecting a strategic focus on expanding AI infrastructure. Click to read.

Trump Election Win Signals Big U.S. Policy Shift

Thursday, November 7, 2024

Trump Election Win Signals Big

A Trump win opens the door for tax cuts, deregulation, and tougher trade policy. Learn why house control is key.

Welcome To November: Earnings And Election Jitters Spook The Markets

Monday, November 4, 2024

Welcome To November: Earnings

Enhanced volatility is a byproduct of election season anxiety. Mixed with negative economic growth numbers, especially from a lack of job creation, you have a nervous market. Read more here.

Tracking Cathie Wood's ARK Invest 13F Portfolio - Q3 2024 Update

Thursday, October 31, 2024

Tracking Cathie Wood's ARK Inv

Read here for an update on ARK Invest's latest 13F portfolio changes, including reductions in large positions and top holdings in Tesla, Roku, and Coinbase Global.

What Is Cathie Wood’s Best Performing ETF?

Thursday, October 31, 2024

What Is Cathie Wood’s Best Per

Looking for stock market analysis and research with proves results? Zacks.com offers in-depth financial research with over 30years of proven results.

Cathie Wood Bets Big On Mark Zuckerberg: Ark Pours $19M Into Meta Shares, Dumps Palantir And Tesla Stock

Thursday, October 31, 2024

Cathie Wood Bets Big On Mark Z

Looking for stock market analysis and research with proves results? Zacks.com offers in-depth financial research with over 30years of proven results.

Cathie Wood Shuffles Her Tech Deck: Continues Dumping Tesla And Palantir, Stocks Up On AMD And Meta

Wednesday, October 30, 2024

Cathie Wood Shuffles Her Tech

Looking for stock market analysis and research with proves results? Zacks.com offers in-depth financial research with over 30years of proven results.

Cathie Wood's Sky-High Vision: Dumps Shares Of Cybercab Touting Tesla For This eVTOL Play

Tuesday, October 29, 2024

Cathie Wood's Sky-High Vision:

Looking for stock market analysis and research with proves results? Zacks.com offers in-depth financial research with over 30years of proven results.

Cathie Wood’s Ark Invest Ups Amazon and Meta Stakes, Dumps Tesla

Tuesday, October 29, 2024

Cathie Wood’s Ark Invest Ups A

Looking for stock market analysis and research with proves results? Zacks.com offers in-depth financial research with over 30years of proven results.

New U.S. AI Restrictions on China Fuel Domestic Tech ETF Potential

Tuesday, October 29, 2024

New U.S. AI Restrictions on Ch

Looking for stock market analysis and research with proves results? Zacks.com offers in-depth financial research with over 30years of proven results.

Harris Or Trump? How The Next President Could Change The Game For Stocks, Taxes, And Inflation

Tuesday, October 29, 2024

Harris Or Trump? How The Next

If Trump wins, the market might experience a boost due to expectations of deregulation and business-friendly policies.

'Frighteningly' Great Markets This Past Year Make History - Going Forward Should We Be 'Scared'?

Monday, October 28, 2024

'Frighteningly' Great Markets

We saw the first down week for the S&P in the past 7, though the momentum continues to be strong. Stocks finished the week lower in most sectors, with only tech stocks having a small gain.

Cathie Wood's Flurry Of Trades: Offloads $31.5M in Tesla, Buys Amazon, AMD And Meta — Dumps Palantir, Trims Robinhood And Square Amid Bitcoin Rally

Monday, October 28, 2024

Cathie Wood's Flurry Of Trades

Looking for stock market analysis and research with proves results? Zacks.com offers in-depth financial research with over 30years of proven results.

TA Monday: Is The ARKK Fund Ready To Play Nice?

Monday, October 28, 2024

TA Monday: Is The ARKK Fund Re

Looking for stock market analysis and research with proves results? Zacks.com offers in-depth financial research with over 30years of proven results.

Cathie Wood-Led Ark Dumps $5.8M Worth Of Robinhood Shares Amid Forecasts Of A Potential Rally From Analysts

Tuesday, October 22, 2024

Cathie Wood-Led Ark Dumps $5.8

Looking for stock market analysis and research with proves results? Zacks.com offers in-depth financial research with over 30years of proven results.

Cathie Wood Continues To Sell Shares Of Jack Dorsey's Bitcoin-Focused Company Block — Ark Also Dumps Moderna, Robinhood Stock

Wednesday, October 16, 2024

Cathie Wood Continues To Sell

Looking for stock market analysis and research with proves results? Zacks.com offers in-depth financial research with over 30years of proven results.

Countdown To Election Day: The Policies That Will Matter To Markets

Wednesday, October 16, 2024

Countdown To Election Day: The

History shows that once results are settled, markets tend to stabilize and refocus on economic fundamentals, which will impact returns as we move into 2025 and beyond. Click to read.

Cathie Wood's Ark Invest Sells $5.7M Of Robinhood Shares As Bitcoin Surge Ignites Crypto Market — Buys Stock Of Nvidia Rival AMD

Monday, October 14, 2024

Cathie Wood's Ark Invest Sells

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The most crowded longs and shorts in Internet – Jefferies

Monday, October 14, 2024

The most crowded longs and sho

Looking for stock market analysis and research with proves results? Zacks.com offers in-depth financial research with over 30years of proven results.

Thematic Investing: More Than Just A Good Story

Friday, October 11, 2024

Thematic Investing: More Than

Thematic investing provides a differentiated way to generate wealth in contemporary markets by strategically envisioning the future through an investment portfolio. Click to read.

Strong Ad Trends And Political Spending Boost Are Positive Catalysts For Roku, JP Morgan Analyst Says

Thursday, October 10, 2024

Strong Ad Trends And Political

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16 Years In Global Equity Markets Since The Global Financial Crisis

Wednesday, October 9, 2024

16 Years In Global Equity Mark

Global equity markets have risen many folds since the global financial crisis in 2008-2009, with the FTSE All World returning 216%. Click to read.

Cathie Wood unloads nearly 1.5M shares of HOOD as it hits 52-week high

Wednesday, October 9, 2024

Cathie Wood unloads nearly 1.5

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Cathie Wood's Ark Invest Trades: Bets $14M On Amazon Shares — Dumps Robinhood Stock Worth $36M, Embraces Coinbase And Meta

Tuesday, October 8, 2024

Cathie Wood's Ark Invest Trade

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Q4 2024 Equity Market Outlook

Tuesday, October 8, 2024

Q4 2024 Equity Market Outlook

Despite a slowing U.S. economy, NeubergerBerman reaffirms many of our Q3 recommendations and thinks the odds of an imminent recession remain low. Click to read.

Inflection Points: The Next Revolution: From The Information To The Automation Age

Thursday, October 3, 2024

Inflection Points: The Next Re

The progression from one economic era to the next usually brings a healthy mix of excitement and opportunity along with uncertainty and risk. Click to read.

Gold and Bitcoin will benefit from a “debasement trade” caused by geopolitical tensions - analyst

Thursday, October 3, 2024

Gold and Bitcoin will benefit

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Can Big Tech's AI Ambitions Continue To Drive Markets Higher?

Tuesday, October 1, 2024

Can Big Tech's AI Ambitions Co

Technology stocks have pushed equity markets to record highs this year, as investors buy into the potential of AI. Click to read.

China Goes Big And Fuels More Stock Market Gains; The S&P 500 Has Only Done This 7 Times Before

Monday, September 30, 2024

China Goes Big And Fuels More

China unveiled stimulus measures aimed at boosting its economy. These actions immediately caught US investors’ attention, and also fueled stock market gains throughout the world.

Bitcoin: Not Yet Ready To Launch The Breakout Rally (Rating Upgrade)

Friday, September 27, 2024

Bitcoin: Not Yet Ready To Laun

Stay updated on Bitcoin's potential breakout above USD 73,794 and its future gains with this insightful financial article. Read more here.

Opposites On Top

Monday, September 23, 2024

Opposites On Top

In the latest leg of the rally, breadth has broadened, and as of last Friday, the number of sectors outperforming the S&P 500 on the year has doubled from two to four. Click to read.

How To Invest In AI Vs. Tech In A Portfolio

Friday, September 20, 2024

How To Invest In AI Vs. Tech I

Jay Jacobs, US Head of Thematic and Active ETFs - BlackRock, discusses whether investors should consider AI and tech as separate allocations, and sectors to explore while investing in AI.

Cathie Wood’s ARK Bets Big on Reddit and Shopify, Sells Roblox and Roku

Tuesday, September 17, 2024

Cathie Wood’s ARK Bets Big on

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Tech And AI Investing Trends: A Stock Picker's Take

Monday, September 16, 2024

Tech And AI Investing Trends:

AI is experiencing a transformative moment, powering the phenomenal run in public markets, but the investment opportunities certainly transcend that small group of names.

Internet stocks with high interest income could see free cash flow drags due to the new rate environment

Friday, September 13, 2024

Internet stocks with high inte

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