We recently published Top 10 Stocks to Watch After Federal Reserve’s Rate Cut. Nvidia Corp (NASDAQ:NVDA) is one of the stocks analysts were recently talking about. Jeff Kilburg from KKM Financial said in a program on CNBC late July that he was planning to sell Nvidia Corp (NASDAQ:NVDA) shares despite the idea sounding “crazy.” Here is how the analyst explained his decision: “I want to sell Nvidia. I know it sounds crazy, but Nvidia at a new all-time high of $175. I want to sell Nvidia, take profits and t ...

Filecoin (FIL) traded little changed over the last 24 hours, with the shares trading in a $0.08 range representing 3.3% volatility between $2.41 and $2.50, according to CoinDesk Research's technical analysis model. The model showed a pronounced V-shaped recovery trajectory, as the digital asset initially retreated from $2.44 to test institutional support levels near $2.41-$2.42 during overnight trading, before mounting a sustained rally that reached $2.50 during the morning hours. Selling pressure emerge ...

Market Trend - The cryptocurrency industry anticipates a textbook V-shaped recovery for Ethereum [1] - The industry projects Ethereum's price to potentially reach $10,000 [1]

Market Trend - ETH 的 V 型复苏尚未完成[1] - 一旦突破区间高点，真正的行情将会开始[1]

Market Trend Prediction - Previous negative price action lasted about 2 weeks, followed by a V-shaped recovery [1] - This pattern aligns with Bitcoin targets of $113,000 - $114,000 [1] Geopolitical Risk & Trade Policy - President Trump imposed new reciprocal tariffs on multiple countries [2] - Canada: Tariffs raised from 25% to 35% [2] - Switzerland: 39% [2] - South Africa: 30% [2] - Taiwan: 20% [2] - Vietnam: 20% [2] - Cambodia: 19% [2] - Thailand: 19% [2] - Malaysia: 19% [2]

Market Performance - The S&P 500 has achieved five consecutive record closes, resulting in a total rally of 28% since its low on April 8, marking the second-fastest recovery from a 19%+ drawdown in the last 75 years [1] - The index's recovery has formed a textbook V-shape in the 2025 chart [1] Earnings Expectations - A synchronized V-shaped recovery in earnings expectations is observed, with a significant increase in the ratio of companies raising forecasts compared to those lowering them, aligning with the rise in the S&P 500 [2] - The Q2 earnings season shows a positive trend, with a higher-than-average proportion of companies beating consensus estimates, supported by a stabilizing macroeconomic backdrop [3] Earnings Growth - For the 117 S&P 500 companies that reported Q2 results, total earnings increased by 8.3% year-over-year, with revenues up by 5.3%, and 87.2% of these companies beat EPS estimates while 80.3% exceeded revenue estimates [4] - The percentage of companies beating EPS and revenue estimates is above historical averages, with Q2 EPS beats at 87.2% compared to a 20-quarter average of 81.9% and revenue beats at 80.3% versus 70% [5] Long-Term Outlook - Since July, Q3 earnings estimates have risen for half of the 16 Zacks sectors, including Finance, Tech, Consumer Discretionary, Autos, and Energy, with expectations for earnings growth in the latter half of 2025 and into 2026 increasing [6] - Analysts project a 13.9% growth in earnings for 2026, a slight increase from the previous forecast of 13.8% [6] Valuation Concerns - The S&P 500 is currently trading at 22.4 times next year's earnings, above its five-year average of 19.9X and ten-year average of 18.4X, yet corporate profitability remains strong, mitigating concerns over high valuations [8] Investment Options - Investors may consider tracking S&P 500-based ETFs such as Vanguard S&P 500 ETF (VOO), iShares Core S&P 500 ETF (IVV), and SPDR S&P 500 ETF Trust (SPY) [9] - For growth exposure, SPDR Portfolio S&P 500 Growth ETF (SPYG) is recommended, while SPDR Portfolio S&P 500 Value ETF (SPYV) caters to value investors [10]

The S&P 500 just printed its fastest v-shaped recovery of all timePanicans in shambles https://t.co/1fZHNgnuwV ...

Market Trends & Economic Outlook - The market experienced a V-shaped recovery since April, supported by solid economic data [2] - The Fed lowered its GDP forecast and raised its inflation forecast for the second time this year [2] - Investors anticipate some impact from tariffs, but it's largely discounted in the market [2] - The market is expected to be rangebound in the near term due to a lack of immediate catalysts [6] Investment Opportunities & Risks - Gold (GLD) has had a significant run, up over 26% year-to-date, but may experience a pullback in the near term [7] - Central banks are structurally shifting foreign currency reserves out of the dollar and into gold [9] - Emerging markets central banks have increased their gold buying by five times every year [11] - Cybersecurity (CIBR) is a secular theme, with the cybersecurity ETF outperforming the S&P [14] - Cybersecurity threats are expected to become more sophisticated and intense, making companies like Crowd Strike and Palo Alto core portfolio holdings [15] Geopolitical Factors - The Iran-Israeli conflict seems contained and is not expected to have a major market impact [6] - Russia's invasion of Ukraine in 2022 and the freezing of their $300 billion in foreign reserves prompted central banks to diversify into gold [10]

Market Performance - Major market indexes started the trading day in the red, with the Dow down 114 points (-0.27%), S&P 500 down 0.39%, and Nasdaq down 72 points (-0.38%). Only the Russell 2000 managed a slight gain of 1 point (+0.05%) [1] - The S&P 500 ended its six-day winning streak, indicating a potential shift in market momentum [1] Economic Context - No significant economic data was released, and there were no updates on tariff negotiations. Concerns are rising regarding a proposed tax bill that could significantly increase the federal deficit [2] - The U.S. credit rating has been downgraded by major credit agencies, reflecting growing fiscal concerns [2] Recovery Outlook - The anticipated "V-shaped recovery" appears to be stalling, particularly in the absence of major trade agreements. Major indexes have seen double-digit gains over the past month, but only the Dow and S&P 500 are positive year-to-date [3] Earnings Reports - Palo Alto Networks reported mixed fiscal Q3 results, with earnings of $0.39 per share, missing expectations by $0.02, but revenues of $2.3 billion exceeded consensus, marking a 15% year-over-year increase [4] - Toll Brothers exceeded earnings expectations with $3.50 per share against a consensus of $2.86, and revenues of $2.71 billion surpassed the $2.50 billion forecast. However, signed contracts were down 13% [4] Upcoming Market Events - The upcoming week lacks major economic reports until Thursday's Weekly Jobless Claims, with focus shifting to potential trade deals and the implications of the new tax bill on the federal deficit [5] - Big-box retailers are concluding the earnings season, with Lowe's and Target expected to report negative earnings estimates, while TJX Companies anticipates a 4% revenue growth [6]