Stripe’s valuation has climbed to $106.7 billion, according to a person with direct knowledge of the matter, passing the digital-payments firm’s previous peak of $95 billion in 2021 https://t.co/uM5Rko40Tz ...

Economic Drivers - The stock market is identified as the next significant economic driver, particularly due to the wealth effect observed in the post-pandemic era [2][3] - US household exposure to financial assets, especially the stock market, has reached a record high, indicating a strong correlation between stock performance and consumer spending [2][3] Market Concerns - There are growing concerns regarding concentration risk, with the ten largest companies in the S&P 500 accounting for 40% of the index, raising questions about valuations being stretched [4][5][6] - The disparity in wealth distribution is highlighted, with upper-income households benefiting more from asset market gains compared to lower-income households, which may impact overall spending [3][4] Federal Reserve Insights - The Federal Reserve's commentary indicates a divided stance among voting members regarding monetary policy, with some expressing concerns about labor market weakness while others emphasize persistent inflation [7][11][12] - The upcoming jobs report is anticipated to provide clarity on whether the current economic conditions will lead to a more aggressive rate-cutting cycle [12][13] Small Cap Performance - Small caps are expected to require significant economic growth to sustain momentum, as their outperformance relative to large caps typically occurs post-recession and bear market [15][16][18] - Current labor deceleration and inflationary pressures are seen as challenges for small caps, although momentum may still support their performance [18][19]

Market Valuation & Fed Policy - Elevated market valuations are a concern, but earnings growth and accommodative Federal Reserve policy mitigate immediate risks [1][2] - The market operates under the assumption of "don't fight the Fed" following the latest rate cut [2] Earnings & Fundamentals - The ability of earnings and fundamentals to justify valuations is crucial; the market's focus is on whether fundamentals can support current valuations [3] - The sustainability of the AI tailwind is key to supporting a positive fundamental outlook for equities [4] AI Growth & Free Cash Flow - Nvidia's market capitalization increased by $160 billion following an announcement, indicating strong AI growth [5] - Companies are generating significant free cash flow as their business models mature, providing financial flexibility [5][6] - Companies are using free cash flow to build moats, acquire new technologies, and secure future demand [6][7] Competitive Strategy - Companies are proactively "buying demand," which can be seen as a moat-building strategy [7][8] - Unlike the tech bubble, current revenue sources are more stable, reducing the risk of a fundamental collapse [8][9] - Mag Seven companies are reducing fully diluted share count, demonstrating financial flexibility [9] Potential Risks - There is a concern that companies are investing heavily out of desperation or fear of vulnerability [11] - Meta's significant investment in talent suggests potential concerns about competitive threats [11]

Look, we invested in Tropic only, you know, less than a year ago at the at the $60 billion round. >> How much do you put in at 60. >> Uh, we put in a few hundred million.>> Why do you think that was the round that was the best >> Enthropic. This round probably was the cheapest round that got done this year on a multiple spaces. Which company was raising capital at, you know, 20 times AR.They're all raising capital at 50 to 100 times AR and at a scale that's like 10 times bigger than any other companies that ...

Well, speaking of those record highs, as the tech and AI trade continue to power this rally, Deutsche Bank pointing out that equity positioning is at a one-mon high, but still only moderately overweight. Can a broadening rally carry the markets even higher. Well, joining us now to discuss is Bonson Group CIO David Bonson and Vanguard chief global economist Joe Davis.Great to have you both here. David, I'll start with you and that very question, can it carry the markets higher here. Well, it certainly can.Th ...

[Music] Stocks our strategists feel are poised to deliver positive returns are featured now in their top stock picks of the week. Hi, Shiraz Mian here uh with the top stock video. Uh uh today uh Brian Hayes will be joining me and uh both of us have picked one stock uh each uh uh from the finance sector uh for both of us.Uh so so let me jump into mine. Um as you could see here on this slide uh I'm featuring JP Morgan. Uh needs no introduction.In this slide I'm showing the trailing one-year performance of JP ...

Joining us now very pleased to say is Garrett Nelson, vice president and senior equity analyst, CFRA research, who actually downgraded Tesla to sell last week with a $300 price target. Uh Garrett, let's just get over to you and I'm just wondering exactly what was behind that call. >> Yeah, thanks for having me.In our view, earnings expectations are too high surrounding the name. Um and so it's a mix of expectations being too high and then valuation. uh the stock is now trading well north of 200 times our EP ...

I recently joined The REIT Forum and if you are looking for more investment ideas like this one, get them exclusively at The REIT Forum with access to our subscriber only portfolios.Amrita runs a boutique family office fund in beautiful Vancouver, where she leads the investment strategy for the family fund. The fund's objective is to invest capital in sustainable, growth-driven companies that maximize shareholder equity by meeting their growth-oriented goals. In addition, she also started her own award-winn ...

All right. So, uh, now they're at 6,800 directionally. Do you agree with that.That after the Fed rate cut, there's more upside for the market in this calendar year. Uh, and does it also extend to next year. I think that's the question a lot of people are trying to figure out.I think it does. I think the the extension into next year is absolutely there. We have two major catalyst playing out right now.One is the the Fed rate cut with expectations of more to come and that should extend the economic cycle. Um, ...

bnb processes $1.9 trillion in dex volume at $145b market cap. that's 7.6% of volume. ethereum historically trades at 10% minimum. same valuation multiple puts bnb at $1,350. binance us entry not even priced in yet. the ecosystem tokens showing 2-5x leverage to bnb moves are the real play ...