NVDA touches $2 trillion on strong earnings (but its not all great!)

NVDA touches $2 trillion on strong earnings (but its not all great!)

High rates are here to stay following HOT US CPI; And there is no stopping semi-conductor names

High rates are here to stay following HOT US CPI; And there is no stopping semi-conductor names!

There is no stopping the S&P500 as it soars past 5k; Arm (+60.1%) takes a strong-hold of the Nasdaq!

There is no stopping the S&P500 as it soars past 5k; Arm (+60.1%) takes a strong-hold of the Nasdaq!

Markets in absolute mayhem! Meta (+20.4%) soared on its earnings & the Fed PUSHES back on rate cuts!

Markets in absolute mayhem! Meta (+20.4%) soared on its earnings & the Fed PUSHES back on rate cuts!

Stocks fly to ALL TIME HIGHS as a soft-landing narrative continues to strengthen; Netflix (+16.8%) posts blockbuster earnings

Today’s newsletter covers; Earnings from the biggest European stocks, the ECB Policy Announcement (and its dovish pivot), and the key US data which continues to fuel into the soft landing narrative!

Nvidia (+10.5%) soars despite mixed catalysts with Geopolitics still dictating market sentiment

Nvidia (+10.5%) soars despite mixed catalysts with Geopolitics still dictating market sentiment

Is the BTC ETF approval a "Sell the news" event?

Apple (-6.6%) gets bitten post-broker downgrades; Red Sea attacks to dictate the year