Analysis

WASHINGTON, July 14 (Reuters Breakingviews) - Gold-fringed real estate magnate Donald Trump is attacking someone else over a costly renovation. Improbably, it might be the most immediate threat to the Federal Reserve’s independence.

ASML Holding N.V. (NASDAQ: ASML) released its Q2 FY2025 earnings on July 16, 2025, exceeding market expectations with robust net sales and net bookings, though the stock fell around 10% due to cautious guidance for 2026 amid geopolitical uncertainties.

TradingKey - On Tuesday, July 15, the U.S. Bureau of Labor Statistics will release the June 2025 Consumer Price Index (CPI). After four consecutive months of inflation coming in below expectations, Wall Street is now bracing for a potential upside surprise — with tariffs finally starting to show up

TradingKey - On 3 July 2025, the U.S. House of Representatives passed the One Big Beautiful Bill Act, which was signed into law by President Trump the following day. In the short term, the Act—particularly its tax reduction provisions—is expected to provide a boost to the U.S. economy.

Key PointsFollowing two incredible years of growth, thanks to artificial intelligence (AI), Nvidia became the world's first $4 trillion company on July 9.Microsoft has a market capitalization of $3.7 trillion, so it could be the next member of the ultra-exclusive $4 trillion club.Microsoft...

Key PointsBitcoin has hit a new high, and it has several tailwinds that could keep the momentum going.The political climate should continue to benefit Bitcoin, especially if the Genius Act is passed.Bitcoin ETF inflows have been growing and recently surpassed $50 billion total.10 stocks we like...

On Monday, July 14, Bitcoin (BTC) continued its multi-year rally, climbing toward the $120,000 mark and setting yet another all-time high. At press time, BTC is trading at $119,113.

Key PointsIt has begun offering tokenized shares of publicly traded companies to customers in Europe.Those European users can also now buy tokenized shares of privately held companies.10 stocks we like better than Robinhood Markets › Robinhood Markets' (NASDAQ: HOOD) stock-trading and investing...

Key PointsWith more than 300 million subscribers worldwide, Netflix cemented itself as a streaming leader. The business reached impressive scale that allows it to produce sizable profits.Netflix stock has been a monster winner, but the current setup isn’t favorable for new investors. 10 stocks we...

Key PointsThe Department of Justice announced a $400 billion investment in MP to fund a huge rare earths processing plant expansion. In conjunction, the DoD agreed to a long-term purchase agreement with a minimum price and volume commitments. The deal is momentous for MP and significantly...

TradingKey - Bitcoin (BTC) broke out to a new all-time high of over 118,000 this week. Although it briefly breached 110,000 in late May, the price repeatedly dipped back toward $98,000 in the weeks that followed — until this time’s decisive rally pushed it firmly above the previous range.

TradingKey - When investors consider investing in energy, they think about oil wells and pumping gasoline. But the 2025 storyline is bigger, and stealthier. Energy today is as much about geopolitics and climate policy as about barrels and pipelines, about massive shifts in the way the world...

Key PointsNvidia's market cap just hit $4 trillion, and it could rise further on positive market sentiment.It reports second-quarter earnings at the end of August, and it should go even higher.Nvidia stock offers exciting opportunities for long-term investors.10 stocks we like better than Nvidia...

TradingKey - Despite ongoing tariff risks from the Trump administration, Bitcoin (BTC) and NVIDIA, the most valuable stock in the U.S., have both hit new highs. After months of hovering near the $100,000 mark, Bitcoin has regained momentum — driven by stablecoin regulation, Fed rate cut expectations

Key PointsNvidia stock has regained its momentum in recent months and should be able to sustain it in the long run as well.The chip giant's addressable market improved thanks to the rollout of sovereign AI infrastructure across the globe.Nvidia's market share and the potential data center revenue...

On Monday, July 7, AI infrastructure darling CoreWeave (NASDAQ: CRWV) announced it would be acquiring Bitcoin miner Core Scientific (NASDAQ: CORZ) in an all-stock deal.

TradingKey - Few mutual funds have a following as cultlike as that of the Sequoia Fund (SEQUX). Once synonymous with legendary manager Bill Ruane, and thereafter with Robert Goldfarb, Sequoia became known for not playing Wall Street's short game.

Stock tokenization refers to the process of representing traditional equities as blockchain-based digital tokens. Each token corresponds to a specific number of shares — e.g., one token may represent 1 share of NVIDIA (NVDA) or 100 shares, depending on the issuer’s rules.

Delta Air Lines (NYSE: DAL) is set to release its Q2 2025 earnings on Thursday, July 10, 2025, before market opens, followed by a webcast and conference call to review financial and operational results.

When Jim Simons launched Renaissance Technologies in 1978, he probably recognized it wouldn’t be like any traditional Wall Street firm. A brilliant mathematician who used to break codes, Simons helmed a radically different kind of quantitative investment.