Stocks · News reference
Discover why the S&P 500 rally relies on solid earnings over euphoria, per Josh Brown and Nick Colas. Explore 3 paths forward.
Reference details
Poisar stores the source's headline, summary and market tags for reference. Reporting and full article text remain with the original publisher.
Keep reading
Dwarkesh Patel warns massive AI hyperscaler investments will drive up discount rates, pummeling Warren Buffett-style cash flow stocks.
Read original at benzingaMarvell Technology (MRVL) gains 4% premarket ahead of Q2 earnings. See key support, resistance levels & analyst forecasts before Aug 27.
Read original at benzingaBillionaire investor Israel Englander's Millennium Management, which manages over $92 billion in assets, has made its two largest holdings S&P 500 index ETFs: iShares Core S&P 500 ETF (IVV) and SPDR S&P 500 ETF Trust (SPY). The fund recently purchased 1.5 million shares of IVV and 4.2 million shares of SPY in Q2, demonstrating that even sophisticated investors rely on low-cost index funds for diversification.
Read original at the-motley-foolQQQ attracted $3.67 billion in ETF inflows while SPY saw $3.82 billion in outflows, as semiconductor ETFs also drew strong investor demand.
Read original at benzingaGLD led ETF inflows with $1.19 billion, while QQQ, IVV and SPY shed a combined $4.35 billion as investors rotated across gold, value and defensive ETFs.
Read original at benzingaThe Roundhill Magnificent Seven ETF (MAGS) has underperformed major indexes year-to-date, up only 2% compared to the S&P 500 and Nasdaq's 12% gains. Despite this, investors remain interested due to five of the seven megacap stocks trading at below-average valuations. The concentrated portfolio carries higher volatility risk but offers potential for outperformance when markets rally.
Read original at the-motley-fool