YAHOO FINANCE CHARTBOOK 32 charts that explain markets and the economy right now XETRA - Delayed Quote • EUR IVSC-ND.100SW DL DIS. (FEQQD.DE) Follow 52.94 -0.37 (-0.69%) At close: July 26 at 9:11 AM GMT+2 Related ETF News Missed Out on Nvidia? This Spectacular ETF May Be a Better Buy Anyway Investors still have ample opportunity to gain from Nvidia's 127% stock surge so far in 2024. 5 ETFs to Profit From Solid Q2 GDP Growth The world's biggest economy's growth accelerated in the second quarter, primarily driven by solid consumer spending and higher business investment despite high interest rates. Chip stock sell-off opens door for long-term plays: Analyst Chip stocks continue their sector-wide slide, following a tech sell-off triggered by disappointing reports from some Magnificent 7 companies. Moor Insights & Strategy founder, CEO, and chief analyst Patrick Moorhead joins Morning Brief to discuss the semiconductor industry's current state. Moorhead observes that due to the chip sector's strong momentum over the past year, "any hiccup, any rumor of something" can trigger a stock decline. He suggests this downturn presents an opportunity for investors to identify potential high-growth companies beyond industry giants like Nvidia (NVDA), Broadcom (AVGO), and Intel (INTC). Moorhead advises investors to "look at a mid-term and even... long-term approach of where those stocks are going or could go," highlighting companies such as Qualcomm (QCOM). Regarding industry trends, Moorhead notes that many companies are pivoting towards AI, often at the expense of other initiatives. "They want their IT groups to pivot to generative AI. And a lot of this is about FOMO, it's the fear of missing out," he explains. This shift in focus is creating a divide in the market: "That's why you see companies that aren't engaged in the generative AI wave are seeing very mixed results." For more expert insight and the latest market action, click here to watch this full episode of Morning Brief. This post was written by Angel Smith Fed's Dudley now calling for Fed rate cut next week amid recession concerns Investing.com -- Former New York Federal Reserve President Bill Dudley on Wednesday called for the Fed to cut rates as soon as next week amid recession concerns, reversing his long-held view for the U.S. central bank to persist with its higher for longer rate regime. Is Invesco S&P 500 Equal Weight Materials ETF (RSPM) a Strong ETF Right Now? Smart Beta ETF report for RSPM What's in Store for Materials ETFs in Q2 Earnings? Going into the Q2 earnings season, earnings releases from the sector giants will determine the movement of these funds. SMH, AI ETFs Rise on Nvidia Blackwell Hope Tech investors gain optimism on fading Taiwan fears and rising Nvidia expectations. Should You Invest in the Vanguard Materials ETF (VAW)? Sector ETF report for VAW XLF ETF: Financials Stocks are Gaining Momentum and Still Look Cheap Just as many popular tech stocks are showing some signs of weakness, financial stocks are quietly gaining momentum and look well-positioned to enjoy further gains based on their inexpensive valuations. While it certainly doesn’t receive the same fanfare as the Tech sector, the Financial sector has been on fire. The Financial Select Sector SPDR Fund (XLF) recently hit an all-time high and is up a healthy 4.4% over the past month. Simultaneously, its Tech sector counterpart, the Technology Select The 3 Best ETFs to Beat the Nasdaq Through 2030 Finding the best ETFs to buy to beat the Nasdaq in 2024 can put you on the path to success. Especially with the technology sector’s valuations becoming out of whack. Over the past 9 months, companies from the Nasdaq have surged to record levels. The long term growth prospects of artificial intelligence and lower interest rates going into 2025 made investors extremely optimistic. However, with the Shiller PE Index currently trading at ~36, valuations look unsustainable at current levels. As the m ETFs in Focus Post TSMC's Q2 Earnings Beat Taiwan Semiconductor beat estimates for the top and the bottom lines on surging demand for advanced chips used in AI applications. The chipmaker lifted revenue growth projects for the full year, reflecting its confidence in the longevity of the global AI spending boom. Will This Week's Inflation, GDP Data Move Markets? The economic week will be eventful also with the release of a key housing indicator. Stay invested no matter who wins the election: Strategist As the 2024 presidential election nears, BlackRock Head of iShares Investment Strategy Americas Kristy Akullian joins Wealth! to discuss potential volatility and the outlook for ETFs. "We hear a lot from investors that they're worried about the volatility that comes with elections. And they're worried about election results. I think the number one message that we have for investors is just the importance of staying invested. We just like to remind people that irrespective of who holds power, equity markets do what they do. And that's typically go up," Akullian says. She explains that there are areas of overlap for both parties, and points to iShares US Tech Independence Focused ETF (IETC) as an investment opportunity poised to benefit from either a Trump or Biden administration. She expects that active ETF assets under management will grow to $4 trillion by 2030, adding, "I think there's some other really interesting cohorts of funds that are things like outcome-based investing. So some of them are yield-enhancing using option strategies and overlays and things to either buffer against a downside or actually increase income in some of those as well. So I think there's a lot of flavors of active management. And that's part of the reason why we see such growth opportunity is because there's kind of something for everybody." For more expert insight and the latest market action, click here to watch this full episode of Wealth! This post was written by Melanie Riehl 5 ETFs Making the Most of the Great Market Rotation Wall Street is currently witnessing the "Great Rotation," with investors shunning hot technology stocks in favor of smaller companies and other sectors. ETFs, which were depressed this year, have started to gain momentum and hit new 52-week highs in the latest trading session. Semiconductor ETFs Tumble as Geopolitics Clash With AI Semiconductor ETFs perked up on Thursday, although they fell earlier in the week and have been buffeted recently by U.S. election year politics. Sector Update: Financial Stocks Retreating Thursday Afternoon Sector Update: Financial Stocks Retreating Thursday Afternoon SMH, Semiconductors Hit by Trump Taiwan Talk Chipmaker stocks dropped sharply Wednesday after Trump questioned support for Taiwan. Is iShares Semiconductor ETF (SOXX) a Strong ETF Right Now? Smart Beta ETF report for SOXX Musk and Trump, preparing for a soft landing with ETFs: Wealth! The S&P 500 (^GSPC) and Nasdaq Composite (^IXIC) are sinking while small caps (^RUT) are seeing a rebound of more than 10% in the last week. Wall Street Alliance Group Partner Aadil Zaman joins Wealth! host Alexandra Canal to discuss the pullback and how investors should be positioning their portfolios. June saw a 3% increase in housing starts, although single-family home construction remains at an eight-month low. John Burns Research & Consulting director of research Rick Palacios Jr. comes onto the program to provide insights into the current housing market construction dynamics. Palacios highlights a significant downturn in multi-family housing starts, noting a nearly 23% year-over-year decline. While the majority of investors are confident the economy will see the Fed's goal of a soft landing, some worry that hard landing risks are underpriced amid a slowing consumer labor market and government spending. BlackRock Head of iShares Investment Strategy Americas Kristy Akullian breaks down how investors can manage risk and protect themselves in the event that a soft landing is not achieved. Tesla (TSLA) CEO Elon Musk has announced plans to contribute $45 million monthly to a Trump Super PAC in support of the former president's reelection campaign. This move comes despite potential conflicts with Trump's policy direction, as Trump's current vice presidential pick, Senator JD Vance (R-Oh.) seeks to eliminate nearly $100 billion in electric vehicle subsidies through his proposed "Drive American Act." For more expert insight and the latest market action, click here. This post was written by Nicholas Jacobino How to protect your portfolio if there's not a soft landing While the majority of investors are confident the economy will see the Fed's goal of a soft landing, some worry that hard landing risks are underpriced amid a slowing consumer labor market and government spending. BlackRock Head of iShares Investment Strategy Americas Kristy Akullian breaks down how investors can manage risk and protect themselves in the event that a soft landing is not achieved. "We're still relatively constructive on the equity markets and on risk assets more broadly. And part of that is just because growth has held up better than we expected to. So I think that we're generally risk-on, but that certainly doesn't mean that we're reaching for risky assets," Akullian says. Instead, she encourages hedging and "getting smarter" about the volatility expected in the second half of the year. In order to manage risk, she encourages investors to pick "the highest quality companies across sectors rather than taking a really specific sector bet." She points to yields that are on offer and fixed income as solid investment opportunities to capture higher yields and diversify portfolios. For more expert insight and the latest market action, click here to watch this full episode of Wealth! This post was written by Melanie Riehl
