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.
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Wall Street Is Watching This One Metric in Nvidia's Q2 — Can It Deliver?
Nvidia (NASDAQ: NVDA) has reached a significant milestone as the first tech company to achieve a $4 trillion market valuation, with its upcoming second-quarter earnings report expected to highlight advancements in quantum computing, AI networking, and a potential recovery in China. These factors could drive Nvidia's future growth beyond Wall Street's expectations. Want More Context? 🔎
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