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1 week ago | 
sg.finance.yahoo.com | Ethan Feller
Ethan Feller Tue, 27 May 2025 at 1:30 pm GMT-4 4 min read In this article: After a sharp but short-lived pullback last month, US equity markets, particularly tech and AI-related names, are charging higher once again. The AI bull run appears to be back on track. Though artificial intelligence has been the dominant market theme for over two years, the pace of innovation shows no signs of slowing. In fact, it’s accelerating.
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3 weeks ago | 
flipboard.com | Ethan Feller
11 hours agoBitcoin and crypto have surged over the last few weeks as fears swirl a $2.5 trillion “avalanche” is heading for the U.S. dollar. Front-run Donald Trump, the White House and Wall Street by subscribing now to Forbes’ CryptoAsset & Blockchain Advisor where you can "uncover blockchain blockbusters …
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4 weeks ago | 
businessandamerica.com | Ethan Feller
After weeks of market turbulence driven by tariff headlines, investor focus is shifting back to one of the strongest secular growth stories of this cycle: artificial intelligence. With geopolitical concerns easing and volatility subsiding, AI stocks are once again gaining traction, and the setup looks increasingly favorable. The AI boom hasn’t lost steam; in fact, adoption is accelerating across cloud infrastructure, enterprise software, and national defense.
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4 weeks ago | 
finance.yahoo.com | Ethan Feller
While equity markets have rebounded from last month’s tariff-driven volatility, global investors appear to be gradually rotating into non-dollar denominated assets. Alongside leading international markets like Japan, financial stocks, particularly global institutions, are attracting renewed attention. Mitsubishi UFJ Financial Group (MUFG) stands out as both the largest financial institution in Japan and one of the largest banking groups in the world.
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1 month ago | 
finance.yahoo.com | Ethan Feller
Palantir Technologies (PLTR) delivered strong Q1 2025 results, with revenue rising 39% year-over-year to $884 million and adjusted EPS meeting expectations at $0.13. The company raised its full-year guidance, projecting revenue between $3.89 billion and $3.90 billion, surpassing analyst estimates. Despite the strong earnings report, Palantir stock is down 13% as of this writing.
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1 month ago | 
finance.yahoo.com | Ethan Feller
Unlock stock picks and a broker-level newsfeed that powers Wall Street. Ethan Feller Mon, May 5, 2025, 2:00 PM 5 min read In This Article: Over the past two weeks, most of the Magnificent 7 have reported earnings, and the results were broadly positive, reinforcing the strength and scale of these market leaders. Last week brought reports from Amazon (AMZN), Apple (AAPL), Meta Platforms (META), and Microsoft (MSFT), while the prior week featured Alphabet (GOOGL) and Tesla (TSLA).
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1 month ago | 
finance.yahoo.com | Ethan Feller
Unlock stock picks and a broker-level newsfeed that powers Wall Street. Ethan Feller Wed, Apr 30, 2025, 10:35 AM 5 min read The tech giants are back in focus as earnings season kicks into high gear. Microsoft (MSFT), Meta Platforms (META), Apple (AAPL), and Amazon (AMZN), four pillars of the “Magnificent 7,” are set to report results this week, and the stakes couldn’t be higher.
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2 months ago | 
zacks.com | Ethan Feller
The growing uncertainty and rising volatility in broad markets has me concerned, and I am currently focused on identifying defensive stocks that should hold up well in case there are further declines. Primo Brands Corporation (( - Free Report) ) is a leading consumer staples company, specializing in bottled water, beverage dispensers, and hydration solutions that serve millions across North America.
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2 months ago | 
zacks.com | Ethan Feller
LGI Homes (( - Free Report) ) is a Texas-based homebuilder specializing in entry-level homes across key Sunbelt states, including Texas, Arizona, Florida, and Georgia. These markets thrived during the pandemic-era migration boom, but have since cooled significantly. After a surge in home prices from 2020 to 2022, many of these regions are now seeing price declines and weaker demand. As a result, LGI Homes has experienced slower sales growth and underwhelming stock performance.
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2 months ago | 
zacks.com | Ethan Feller
It seems like a distinct possibility that the current market pullback could last for an extended period. Of course, I do not know the exact path the market will take moving forward, but the best thing we as investors can do is prepare for all the possible scenarios ahead of us, especially the worst case. If markets rebound from here, investors can resume the strategies we were all using before, following the AI boom and owning tech stocks.
