Goldman's securities cohead says the Wall Street rally is 'fairly high quality' and shares how to trade through it
The cohead of global banking and markets at Goldman Sachs has called the stock market bull run “fairly high-quality,” and said that US equities remain the best place to invest.
Ashok Varadhan’s words come as keen market observers increasingly discuss whether the AI boom is a bubble, and as trade tensions and tariffs weigh on sentiment toward US assets.
Read MoreBitcoin’s On-Chain Strength Sets Stage for Fourth-Quarter Gains, Says Cathie Wood's ARK Invest
ARK Invest says bitcoin’s fundamentals, adoption trends and macro environment are aligning to support continued strength into the final months of 2025, even as cycle dynamics signal the need for caution.
On-chain signals point to structural strength
In its latest “Bitcoin Quarterly “report for the three months ended Sept.
Read MoreTrump’s Stock Picks Are Crushing the Market: Are These 4 Stocks a Buy?
Key Points
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President Trump’s stocks have averaged 100% gains since the government took a stake in them,
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Read MoreInvestor’s 10 mutual funds held same 8 stocks, lost Rs 2 lakh in returns due to duplication; see how
As India enters a new era of mutual fund taxation from FY 2024–25 (AY 2025–26), a real-life case from Tax Buddy, a leading tax advisory platform, underscores how investors often lose returns — not because of market risk, but due to poor portfolio structure. The government’s revised capital gains tax rules for mutual funds have added another reason to rethink how investors diversify and manage their holdings.
Dow Jones Today: Stock Futures Rally as Trump Softens Tone on China
Stock futures rallied Monday after major indexes tanked to end last week, as President Donald Trump wrote in a Truth Social post over the weekend that “it will all be fine” with China.
On Friday, Trump threatened “massive” tariffs on China, causing indexes to reverse early gains that saw the Nasdaq hit a fresh record high and end sharply lower.
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Read MoreThe Burst
NVIDIA’s $600 Billion Wipeout, Is the AI King Losing Its Edge?
The $2.8 trillion chip juggernaut NVIDIA Corporation (NASDAQ:NVDA) announced Q4 earnings, and clearly disappointed the Street. There has been a lot of noise around stock based as well as the threat of generative AI technology from China – DeepSeek in particular – which has put the share price under serious pressure.
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Read MoreThe Ivy
Is David Tepper Seeing Cracks in Nvidia’s Armor?
David Tepper has trimmed his Nvidia stake which looks to be some profit-taking at first glance but we’re not so sure. Dig deeper, and you’ll find breadcrumbs that suggest this move may be more than routine rebalancing.
Beneath the headlines one pattern stands out like a sore thumb, David Tepper keeps dumping Nvidia,
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Read MoreThe Spotlight
Why Buffett Is All In On This Energy Stock
In recent months, Chevron has garnered attention for winning the confidence of Warren Buffett whose Berkshire Hathaway has taken a large stake. But Chevron’s roots trace all the way back to the 19th century when it was originally part of the Pacific Coast Oil Company.
Since then, Chevron has evolved to become one of the largest and most diversified energy companies in the world,
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