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AI Stocks Present Buying Opportunity Amid Volatility
5 articles I'm watching carefully
Tyler Dupont ![]() Good morning 👋 Here's the latest news I'm tracking today. |
📈 Stocks / Finance
AI Stocks Present Buying Opportunity Amid Volatility
Despite recent AI-driven market turbulence, CIO remains bullish on AI semiconductors and cloud platforms, citing strong tech earnings visibility. AI capex is expected to grow 35% YoY to $302B in 2025. While tariff risks persist, investors are advised to use structured strategies and buy dips to build AI exposure.
Wall Street Divided as S&P 500 Enters Correction
Bill Smead sees further downside for stocks, citing liquidity constraints as the Fed holds rates and government spending declines. He warns that falling equities could hurt consumer sentiment, especially among wealthy baby boomers. His Smead Value Fund, underweight in tech, has lagged recently but boasts strong long-term performance.
Stock Futures Steady as Markets Await Fed Decision
Stock futures remained flat after two days of gains, with the Dow up 11 points and the S&P 500 and Nasdaq hovering near the flatline. Markets are recovering from recent losses, but the Nasdaq remains in correction. Investors are now focused on the Fed’s rate decision Wednesday, with a 99% chance of rates holding steady, per CME’s FedWatch tool.
🪙 Crypto
Ripple Eyes Crypto Custody Expansion with Trademark Filing
Ripple Labs filed a trademark for "Ripple Custody," signaling plans to expand into crypto custody services. The filing covers financial custodial services and downloadable software for digital asset storage and transmission, hinting at a potential crypto wallet launch. This move aligns with Ripple's push beyond payments into broader financial services.
🌎 Global Economy
US Market Volatility Fuels Global Gains, But Risks Remain
A US stock selloff has driven investors toward European and emerging markets, with the Euro Stoxx 50 up 10.4% and Hong Kong's Hang Seng surging 20%. Goldman Sachs warns that a deepening US slowdown could still trigger global instability, as tighter financial conditions and risk aversion spill into international markets.
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