The US stock market is sitting at all-time highs, but the rally has been unusually narrow. Almost all the gains have come from a few megacap tech names. Since April, the S&P 500 has jumped about 27%, with the “Magnificent Seven” now making up roughly one-third of the index. Nvidia alone accounts for around 8%, while Microsoft and Apple make up about 7% and 6%. Together, those three represent more than a fifth of the S&P. That raises a simple question: can a rally powered by so few stocks keep going, or is momentum starting to crack?
Every trading community, from the smallest retail account to the largest institutional desk, confronts a universal scarcity: finite capital set against infinite market uncertainty.
Investors are buzzing about two things right now: Warren Buffett’s latest portfolio shake-up and Amazon’s stock soaring back toward all-time highs. Both are helping shape the mood in the US and giving investors something to feel excited about.
Picture this. It’s early morning, coffee in hand, and traders everywhere are hovering over their screens. One number is about to drop. It might be the latest inflation figure. It might be the monthly jobs report. Either way, within seconds it’s across news tickers. And, just like that, markets could jump, stumble, or go haywire.
Rate cuts usually get investors excited. Lower interest rates, easier credit, and more breathing room for consumers and businesses alike. But what if inflation’s still hanging around, not falling, not rising dramatically either, just... maybe stubborn?
Europe. Not exactly the first name that pops into investors’ minds when they think “market leadership,” is it? For much of the last decade, it’s played the quiet understudy while the US tech scene hogged centre stage. But here in 2025?
When markets start acting up or the headlines go full “crisis mode,” you’ll often hear investors shifting into so-called safe-haven assets. Gold, yen, and the dollar. But what exactly makes them “safe,” and why do people run to them when everything else feels like it’s falling apart?
The Nasdaq-100 is back at all-time highs after a late-June tech surge. On July 9, the index climbed to 22,884 as chipmaker Nvidia soared — becoming the first U.S. company to cross the $4 trillion market cap mark amid renewed AI optimism.
The latest US data gave a bit of a mixed signal. On one hand, the economy is clearly slowing down. But on the other, inflation – or the general rise in prices — is still hanging around.
