European stock markets have outperformed US counterparts in 2025, with US stocks facing stretched valuations, particularly among big tech companies. The European rally is driven by cheap valuations, improved earnings, and potential increased defense spending. Uncertainty surrounding US tariffs and a possible ‘Trumpcession’ have also led to European investors turning away from US assets. While the rally may continue, factors such as profit margin expansion and trade relations could impact its longevity. To access European markets, investors can consider ETFs like iShares Core MSCI Europe UCITS ETF, Amundi Stoxx Europe 50 UCITS ETF, or the European Smaller Companies Trust.
Full Article
This Monster Artificial Intelligence (AI) Data Center Stock Is the Real Winner From Google's Deal with OpenAI (Hint: It's Not Nvidia)
Nvidia, Palantir Technologies, and Tesla often dominate AI headlines, but OpenAI, the pioneer of the AI revolution, is making waves with its recent partnership with Alphabet. This collaboration is significant and could reshape the AI landscape, emphasizing OpenAI's pivotal role in the industry. Need More Context? 🔎
Read more