markets

Luke Kawa4/25/25

Unrelenting dip-buying by retail traders is finally paying off

Retail traders have been persistent buyers of US stocks throughout the breakdown in momentum names and tariff-induced downturn, particularly in the likes of Tesla and Nvidia.

With the Nasdaq 100’s third straight 2% gain on Thursday, that faith in a recovery is bearing fruit.

“Retail continued to buy the dip in equities and has been a consistent net buyer for 8 straight weeks,” JPMorgan analysts led by Kamal Tamboli wrote.

Retail traders poured $11 billion into US stocks in the past week, according the analysts, a net inflow that’s more than two standard deviations above their one-year average. On net, $7 billion of that went into single stocks, led by Tesla, Nvidia, Amazon, and Advanced Micro Devices.

All of these stocks have outperformed the S&P 500’s 3.8% rise so far this week, with Tesla’s underwhelming earnings offset by CEO Elon Musk’s pledge to spend more time focusing on solving the company’s problems rather than the nation’s.

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Credit markets have a “debt” problem, not a “risk” problem

We’re getting a lot of borrowing, and that borrowing is risk-reducing (for now!)

New York City Architecture And Monuments

Meet the newly public, Bezos-backed company that’s recreating the sun and stars

General Fusion CEO Greg Twinney spoke with Sherwood News from the Nasdaq during the stock’s first day of trading.

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markets

J. Edward Moreno7/7/26

SpaceX gets a wave of bullish ratings from Wall Street analysts

SpaceX received more than a dozen positive analyst calls on Tuesday — including from major Wall Street banks — as they initiate coverage on Elon Musk’s space and AI company.

SpaceX went public on June 12 at a $2.2 trillion valuation, the largest debut in history. While the company hasn’t yet posted a profit, it seems to have convinced Wall Street that it will get there and grow its valuation on the way.

Of the at least 17 analysts that gave a rating on Tuesday, all but one gave it a “buy” or “outperform” rating. MoffettNathanson was "neutral."

The ratings come as SpaceX joined the Nasdaq 100 index, a benchmark tech-heavy basket of companies that underpins millions of portfolios. The inclusion adds built-in demand for the stock from index funds and ETFs.

Still, SpaceX fell more than 5% on Tuesday amid a broader sell-off, and is currently effectively flat from its opening price of $150 a share.

US job growth falls far short of estimates in June; unemployment rate unexpectedly dips to 4.2%

Job growth was 57,000. Analysts foresaw job growth of 113,000; prediction markets were more optimistic, looking for job growth above 125,000 but below 150,000.

Floridians Seek Employment Opportunities At Job Fair In Sunrise

Meta surges on report it’s starting a cloud business to sell excess AI compute

The story of the hyperscalers in 2026 has largely been “the beatings will continue until the cash flow outlook improves;” this could help change the story for Meta. Or not.

Meta CEO Mark Zuckerberg visits U.S. Capitol for Senate meetings

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