Good morning everyone! ☕️ Today the market is moving on mixed tracks, with some top performers continuing to outshine while traditional sectors reflect recent macroeconomic dynamics. Here is a detailed breakdown of what’s driving today’s movements:

🚀 Communications & Space Economy ($ASTS (+6,52%) ) The satellite communications sector remains the undisputed protagonist. $ASTS (+6,52%) continues to show impressive relative strength, driven by operational progress on the BlueBird constellation. Investors are rewarding the company's ability to scale direct-to-cell broadband services, positioning it as a leader in a high-barrier market.

🏛️ Finance & Banking ($UCG (-0,83%) , $BBVA (+0,69%) , $ISP (+0,68%) ) European banks are showing resilience despite slight pullbacks in local markets.

UniCredit & Intesa Sanpaolo: Benefiting from solid fundamentals and shareholder remuneration policies (dividends and buybacks) among the highest in the sector.

2026 Scenario: The banking sector remains "value-oriented," trading at attractive multiples compared to tech, with an increasing focus on M&A and resilient fee-based income.

💻 Big Tech & AI ($META (-1,01%) , $MSFT (+0,43%) ,$GOOGL (-0,31%) ) The tech sector is in a "wait-and-see" mode ahead of next week's earnings. $META (-1,01%) leads the pack thanks to optimized AI ad spending, while $MSFT (+0,43%) and $GOOGL (-0,16%) reflect a tactical rotation toward more concrete AI infrastructure. Growth is solid, but the market is demanding clear proof of direct monetization.

🛍️ Retail & E-commerce ($BABA (+0,6%) , $CVNA (+4,47%) , $AMZN (-0,3%) )

China: Signs of recovery for $BABA (+0,6%) , supported by improving domestic consumer sentiment.

Personal Note: To be honest, I spent too much time studying the fundamentals and entered $BABA (+0,6%) late. Currently, the position is at a slight loss (approx -1%), but my long-term conviction remains intact. I plan to strengthen this position during my next rebalancing to optimize the entry price.

Consumer: $CVNA (+4,47%) is benefiting from a stabilizing used car market thanks to less aggressive interest rates compared to previous peaks.

💊 Health & MedTech ($HIMS (+4,71%) , $INSM (+1,22%) ) There is strong interest in companies integrating AI and healthcare. However, $HIMS is the most "volatile" part of my portfolio. I’ve seen virtual gains swing from +120% to -5%. While I believe in the business model, its volatility increases my risk score. With a future Popular Investor application in mind, risk stability is my priority. Therefore, I plan to liquidate the position at the next turn-up once my minimum gain target is met to stabilize my portfolio stats. 📉⚖️

🪙 Commodities & Safe Havens ($GLD (+1,12%) , $TRX (+5,62%) )

Gold: With $GLD (+1,12%) nearing all-time highs (around the $4,900+ area), investors are seeking protection against geopolitical uncertainties.

Crypto: Besides my $BTC (-0,1%) stack in cold storage, $TRX (+5,62%) is the only altcoin I’ve chosen to hold here on eToro. I strongly believe in the sustainability of the Tron network for global transactions. I am seriously considering increasing exposure in the coming days, viewing it as an asymmetric bet with great potential.

🎯 Towards the Popular Investor Program: As mentioned at the beginning of the year, I am working to make this portfolio as balanced as possible for future copiers. Risk management comes before spectacular but unstable profits.

How are you managing volatility in the more aggressive Tech stocks? What do you think about the rotation toward European banks? Let me know in the comments! 👇

The week kicks off with a strong, but highly selective, risk-on rally. Markets are piling into quality Tech and European Financials, while simultaneously selling off Chinese retail and speculative growth names.

🇺🇸 US Equities (Pre-market/Early Trading)

$SPX500 — Trading solidly higher, driven by strong performance in Tech and Financials.

$DJ30 — Moving up, following the broad positive sentiment.

$NSDQ100 — Leading the gains, as major tech components are firmly in the green.

💻 Tech & Growth Snapshot

$NVDA (-2,34%) — Advancing higher, leading the AI and semiconductor space.

$GOOGL (-0,16%) — Moving up, showing solid strength in the mega-cap tech space.

$AVGO (-1,2%) — Up moderately, participating in the semiconductor rally.

$META (-1,01%) — Showing strong gains, continuing its upward momentum.

$MSFT (+0,43%) — Up slightly, tracking the positive tech trend.

$TSM (-2,59%) — Up slightly, showing resilience in the chip sector.

$RR. (+1,91%) — Up moderately, the industrial/aerospace stock shows strength.

$RKLB (+2,28%) — Down slightly, underperforming as speculative growth faces pressure.

$RGTI (+8,22%) — Down sharply, quantum stocks are experiencing significant selling.

🛍️ Retail & Commerce

$AMZN (-0,3%) — Up moderately, participating in the mega-cap rally.

$BABA (+0,6%) — Falling sharply, the main source of weakness in the market today, dragging down the retail sector.

$CVNA (+4,47%) — Up moderately, recovering some ground.

$SHOP (+2,69%) — Down moderately, likely pulled down by the negative sentiment from $BABA$.

⚕️ Health & Pharmaceutical

$LLY (+2,99%) — Likely flat or slightly down, as investors rotate out of defensive pharma names.

$HIMS (+4,71%) — Holding steady, showing no significant price change.

$INSM (+1,22%) — Flat, the biotech sector remains cautious.

🇪🇺 Europe & Industrials

STOXX 600 — Trading higher, led by a strong rally in the banking sector.

GER40 — Trading cautiously higher, reflecting the positive sentiment.

$LDO (+2,89%) — Up strongly, the defense sector is showing significant strength.

$IBE (+0,58%) — Down slightly, utilities lag as investors move away from defensive assets.

$OKLO — Holding steady, the nuclear tech stock is flat.

$CS (+0,62%) — Up moderately, joining the rally in European financials.

🏦 Banking & Finance

$UCG (-0,83%) — Advancing higher, part of the strong European banking rally.

$ISP (+0,68%) — Up strongly, showing clear outperformance.

$BPE (-0,22%) — Surging higher, continuing its massive rally and leading the Italian banks.

$CE (+1,73%) — Up strongly, another standout performer in the Italian banking sector.

$BBVA (+0,69%) — Up strongly, the Spanish bank is showing significant gains.

$AXP (+1,76%) — Up moderately, the payments sector is positive.

$V (+1,65%) — Down slightly, counter-trending the financial sector's strength.

🌏 Asia

$JPN225 / $KOSPI / $HK50 / $CHINA50$ — Likely closed mixed to negative, heavily impacted by the sharp sell-off in $BABA$.

_p_ Forex

$DXY — The Dollar Index is trading loweras risk appetite favors other currencies.

$EURUSD — Moving higheragainst a weaker Dollar.

$USDJPY — Drifting loweras the Yen gains some ground.

💎 Commodities & Precious Metals

$GLD (+1,12%) — Holding steady, gold is flat as investors move into equities rather than safe havens.

$CDE (+1,94%) — Flat, mirroring gold's lack of direction.

$BRENT / $WTI — Likely trading higheron risk-onsentiment and a weaker Dollar.

💰 Crypto

$BTC (-0,1%) / $ETH (-0,29%) — Likely moving higher, following the Nasdaq and the risk-onmood.

$TRX (+0,65%) — Down slightly, underperforming the broader crypto sentiment.

$CRO (+0,62%) — Not shown, likely tracking the positive risk-ontrend.

📈 Benchmark ETFs

$VOO (-0,07%) / $VGT (-1,06%) / $CNDX — Holding steady (from image), but the underlying components signal they are trading higher.

$BND (+0,07%) — Flat, as bond yields likely rise (prices fall) in a risk-onmove.

🔎 Deep Dive: The "Quality Growth" Rally

Today is a "flight to quality growth." The market is not buying everything; it is highly selective. There is clear strength in established Tech ($NVDA, $GOOGL) and a massive rally in European Banks ($BPE.MI, $BBVA.MC). However, there is clear weakness in Chinese Retail ($BABA, $SHOP) and speculative Tech ($RGTI, $RKLB). This divergence signals that investors are willing to take risks, but only on assets with strong fundamentals or clear momentum, while dumping assets exposed to Chinese macro or high speculation.

Follow the Analysis:

For daily real-time market insights, deep dives, and trading discussions, follow me on X: https://x.com/ThomasVioli

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⚠️ Disclaimer:Past performance is not indicative of future results. Investing involves risks, including the loss of capital.

It's the last day of the month, and the market is exploding higher, in a strong risk-onmove driven by a series of stellar earnings in the Tech sector. The day is dominated by impressive rallies, although key divergences remain.

🇺🇸 US Equities (Pre-market/Open)

$SPX500 — Futures are moving decidedly higher, driven by the Mega-Cap rally.

$DJ30 — Up, as positive sentiment spreads.

$NSDQ100 — In a strong rally, the index is being pulled higher by $AMZN$ and $GOOGL$.

💻 Tech & Growth Snapshot

$NVDA (-2,34%) — In a solid rise, the stock is outperforming and leading the AI sector.

$GOOGL (-0,16%) — Rallying strongly, the market reacts with euphoria to its earnings, pushing the stock higher.

$AVGO (-1,2%) — Slightly down, counter-trending the sector, showing weakness.

$META (-1,01%) — Up, the stock is recovering lost ground and joining the positive sentiment.

$MSFT (+0,43%) — Slightly up, attempting a modest recovery along with the Nasdaq rally.

$TSM (-2,59%) — Slightly up, showing resilience in the chip sector.

$RR. (+1,91%) — Slightly down, the industrial/aerospace sector is weak.

$RKLB (+2,28%) — Slightly up, showing cautious optimism in the new techspace.

$RGTI (+8,22%) — Up, the quantum sector follows the speculative sentiment.

🛍️ Retail & Commerce

$AMZN (-0,3%) — Exploding higher, the stock is dominating the market with an impressive rally, clearly following earnings that beat all expectations.

$BABA (+0,6%) — Falling sharply, continuing its negative performance, crashing against the US tech trend.

$CVNA (+4,47%) — Up, the stock is participating in the risk-onmove and recovering ground.

$SHOP (+2,69%) — Stable, failing to benefit from the $AMZN rally.

⚕️ Health & Pharmaceutical

$LLY (+2,99%) — Slightly down, the defensive Pharma sector is being sold as capital rotates into Tech.

$HIMS (+4,71%) — Stable, awaiting catalysts.

$INSM (+1,22%) — Stable, the biotech sector is flat.

🇪🇺 Europe & Industrials

STOXX 600 — Mixed, Europe is not fully participating in the US rally.

GER40 — Mixed/Slightly down, reflecting uncertainty.

$LDO (+2,89%) — Slightly up, the defense sector shows some strength.

$IBE (+0,58%) — Slightly up, utilities are stable/positive.

$OKLO — Stable, the nuclear stock is flat.

$CS (+0,62%) — Down, the European financial sector is weak.

🏦 Banking & Finance

$UCG (-0,83%) — Slightly up, the Italian banking sector is mixed.

$ISP (+0,68%) — Slightly up, showing modest strength.

$BPE (-0,22%) — Solidly up, continuing its outperformance and positive trend.

$CE (+1,73%) Up, another strong performer in Italian banking.

$BBVA (+0,69%) — Up, the Spanish bank is recovering ground.

$AXP (+1,76%) — Slightly down, the payments sector is weak.

$V (+1,65%) — Down, following the weakness in $AXP$.

🌏 Asia

$JPN225 / $KOSPI / $HK50 / $CHINA50 — Closed mixed/negative, weighed down by weakness in Chinese stocks ($BABA$).

💱 Forex

$DXY — The Dollar Index is stable/slightly down, reflecting the conflicting sentiment.

$EURUSD — Stable/Slightly upagainst a weaker Dollar.

$USDJPY — Stable.

💎 Commodities & Precious Metals

$GLD (+1,12%) — Stable, gold is flat, not benefiting from the defensive sell-off or the tech risk-on.

$CDE (+1,94%) — Stable, following gold.

$BRENT / $WTI — Down, oil is dropping due to demand fears (e.g., $BABA data).

💰 Crypto

$BTC (-0,1%) / $ETH (-0,29%) — Up, crypto is following the risk-onrally led by $AMZN and $GOOGL.

$TRX (+0,65%) — Up, the altcoin sector is participating in the positive sentiment.

$CRO (+0,62%) — Up, in line with the sector.

📈 Benchmark ETFs

$VOO (-0,07%) / $VGT (-1,06%) / $CNDX — The real sentiment is being pulled higher by their main components.

$BND (+0,07%) — Stable, investors are also looking for safety in bonds.

🔎 Deep Dive: The Great Earnings Divergence

Today is the definition of a "stock market," not a "market of stocks." There is no single sentiment. Quarterly results are creating massive divergences:

1. The Winners: $AMZN (-0,3%) and $GOOGL (-0,16%) are on fire, saving the $NSDQ100 single-handedly.

2. The Losers: $BABA (+0,6%) is collapsing, signaling weakness in Chinese and speculative retail.

3. The Isolated Strong:Italian banks ($BPE (-0,22%) , $CE (+1,73%) ) and $BBVA (+0,69%) continue to outperform.

4. The Defensives:Gold ($GLD (+1,12%) ) is flat, while Pharma ($LLY (+2,99%) ) and European financials ($CS (+0,62%)

) are weak.

Follow the Analysis:

For daily real-time market insights, deep dives, and trading discussions, follow me on X: https://x.com/ThomasVioli

To copy my portfolio, strategies, and complete trade insights, you can follow me on eToro: https://www.eToro.com/people/farlys

⚠️ Disclaimer:Past performance is not indicative of future results. Investing involves risks, including the loss of capital.

🇺🇸 US Equities (Pre-market/Early Trading)

$SPX500 — Indicating a sharp decline, as the collapse in major tech components weighs heavily on the index.

$DJ30 — Trading significantly lower, pulled down by the broad *risk-offsentiment.

$NSDQ100 — Falling sharply, dragged down by heavy losses in major tech names.

💻 Tech & Growth Snapshot

$NVDA (-2,34%) — Down slightly, showing significant resilience and holding up well compared to the broader tech wreck.

$GOOGL (-0,16%) — Surging dramatically higher, completely defying the market sell-off, likely on a stellar earnings report.

$AVGO (-1,2%) — Up moderately, showing strong relative strength in the semiconductor sector.$META (-1,01%) — Collapsing, in a sharp sell-off likely due to a major earnings miss.

$MSFT (+0,43%) — Falling sharply, a massive drop indicating a very negative reaction to its earnings, pulling the $SPX500$ down.

$QBTS (+6,2%) Not shown, but likely down significantly*in this *risk-offenvironment for speculative tech.

$RGTI (+8,22%) — Down moderately, following the negative sentiment in speculative tech.

$TSM (-2,59%) — Down slightly, giving back some recent gains.

$RR. (+1,91%) — Down moderately, the industrial/aerospace sector is weak.

$RKLB (+2,28%) — Up slightly, showing some resilience in the space sector.

🛍️ Retail & Commerce

$AMZN (-0,3%) — Down moderately, reflecting weakness in consumer-focused tech.

$BABA (+0,6%) — Down moderately, under pressure alongside other Chinese and e-commerce stocks.

$CVNA (+4,47%) — Falling sharply, continuing its pattern of high volatility and weakness.

$SHOP (+2,69%) — Down moderately, indicating pressure on e-commerce platforms.

⚕️ Health & Pharmaceutical

$LLY (+2,99%) — Likely flat or slightly down, as investors rotate out of defensive names or brace for the downturn.

$HIMS (+4,71%) — Holding steady, showing no significant price change.

$INSM (+1,22%) — Flat, the biotech sector remains cautious.

🇪🇺 Europe & Industrials

STOXX 600 — Trading lower, struggling as the US tech crash impacts global sentiment.

GER40 — Trading cautiously lower, reflecting the uncertain global sentiment.

$LDO (+2,89%) — Down moderately, suggesting pressure on the defense sector.

$IBE (+0,58%) — Down slightly, utilities are also facing some selling pressure.

$OKLO Down moderately, indicating profit-taking in the nuclear technology space.

$CS (+0,62%) — Down moderately, reflecting broader caution across parts of the European financial sector.

🏦 Banking & Finance

$UCG (-0,83%) — Down moderately, following the negative trend in European financials.

$ISP (+0,68%) — Down slightly, showing some weakness.

$BPE (-0,22%) — Making moderate gains, continuing its strong counter-trend rally.

$CE (+1,73%) — Up slightly, joining the isolated strength in Italian mid-cap banks.

$BBVA (+0,69%) — Falling sharply, showing significant weakness and vulnerability.

$AXP (+1,76%) — Down moderately, reflecting caution in the payments sector.

$V (+1,65%) — Down slightly, mirroring the hesitation seen in other payment stocks.

🌏 Asia

$JPN225 / $KOSPI / $HK50 / $CHINA50 — Likely closed mixed to negative*as the US tech crash sentiment spread.

💱 Forex

$DXY — The Dollar Index is likely trading higher*as investors flee to safety (cash).

$EURUSD — Likely edging lower*against a stronger Dollar.

$USDJPY — Likely trading higher*reflecting the strong Dollar.

💎 Commodities & Precious Metals

$GLD (+1,12%) — Holding steady, pausing as investors prefer the $DXY$ as the primary safe haven over gold.

$CDE (+1,94%) — Flat, mirroring gold's lack of direction.

$BRENT / $WTI (W&T Offshore Inc) — Likely trading down*as growth concerns spike, tempering demand outlook.

💰 Crypto

$BTC (-0,1%) / $ETH (-0,29%) — Likely experiencing significant downward pressure, following the Nasdaq crash.

$TRX (+0,65%) — Holding steady, though the broader crypto market is likely weak.

$CRO (+0,62%) — Likely tracking the negative trend in crypto.

📈 Benchmark ETFs

$VOO (-0,07%)
$VGT (-1,06%)
$CNDX — Holding steady (0.00%) in the image, likely reflecting a pre-market halt or lag, but they are clearly heading for a sharp drop*based on their components.

$BND (+0,07%) — Flat, as bond yields likely fall (prices rise) during the flight to safety.

🔎 Deep Dive: The Great Tech Divergence

Today's story is a brutal earnings-driven divergence. The market is split in two: $MSFT (+0,43%) and $META (-1,01%) are collapsing, pulling the entire $SPX500 and risk-onsentiment down with them. Retail stocks like $BABA and $AMZN are falling in sympathy.

However, $GOOGL (-0,16%) is surging dramatically, completely disconnecting from the sector on what must be a stellar earnings report. This divergence shows the market is differentiating between AI narratives: $NVDA (-2,34%) is also holding up remarkably well (down only slightly), while other tech ($TSM (-2,59%) , $AVGO (-1,2%) ) is mixed.

Away from tech, Italian banks ($BPE (-0,22%)) continue their isolated rally, but the overall mood is clearly *risk-off*.

Follow the Analysis:

For daily real-time market insights, *deep dives*, and trading discussions, follow me on X: https://x.com/ThomasVioli

To copy my portfolio, strategies, and complete trade insights, you can follow me on eToro: https://www.eToro.com/people/farlys

⚠️ Disclaimer:*Past performance is not indicative of future results. Investing involves risks, including the loss of capital.

$CVNA (+4,47%)

🔹 Revenue: $5.65B (Est. $5.11B) 🟢; UP +55% YoY

🔹 EPS: $1.03 (vs. $0.64 YoY) 🟢; UP +61% YoY

🔹 Net Income: $263M; UP +$115M YoY

🔹 Adj. EBITDA: $637M (Est. $598M) 🟢; UP +48% YoY

🔹 Adj. EBITDA Margin: 11.3% (Est. 11.7%) 🟡

🔹 Retail Units Sold: 155,941 (Est. 150,632) 🟢; UP +44% YoY

Outlook

🔹 FY25 Adj. EBITDA: At least $2.2B (Prior: $2.0–$2.2B) 🟢

🔹 Q4 retail units expected above 150K

Other Metrics

🔹 GAAP Operating Income: $552M; Margin 9.8%

🔹 Net Income Margin: 4.7%

🔹 Revenue Run Rate: Exceeded $20B for the first time

CEO Commentary – Ernie Garcia

🔸 “We drove record growth and profitability, crossing a $20B revenue run rate for the first time.”

🔸 “Our vertically integrated model continues to strengthen our competitive edge in speed, selection, and efficiency.”

Markets are displaying a mixed and cautious tonetoday, struggling to sustain the post-FOMC optimism. While the Fed's dovish signals offer support, earnings reports and sector-specific dynamics are creating significant divergence across the board.

🇺🇸 US Equities (Pre-market/Early Trading)

$SPX500 — Futures suggest a hesitant start, leaning slightly negative as tech weakness offsets gains elsewhere.

$DJ30 — Trading sideways, lacking clear direction amid ongoing sector rotation.

$NSDQ100 — Showing noticeable pressure, pulled down by declines in several major tech components.

💻 Tech & Growth Snapshot

$NVDA (-2,34%) — Surging significantly higher, clearly outperforming the market and reinforcing its leadership in the AI space.

$GOOGL (-0,16%) — Trading moderately higher, participating in some tech strength but lagging behind leaders like NVDA.

$AVGO (-1,2%) — Experiencing a slight pullback, indicating mixed sentiment within the semiconductor sector.

$META (-1,01%) — Essentially flat, hovering around the previous close with little momentum.

$MSFT (+0,43%) — Trading sideways, showing stability but lacking strong buying interest.

$QBTS (+6,2%) — Likely pulling back sharply, mirroring the negative trend in other speculative quantum names.

$RGTI (+8,22%) — Undergoing a significant correction, suggesting sharp profit-taking is hitting the quantum computing sector.

$TSM (-2,59%) — Climbing steadily higher, demonstrating notable resilience and strength within the chip industry.

$$RR. (+1,91%) — Edging slightly lower, reflecting a cautious stance in the industrial and aerospace sector.

$RKLB (+2,28%) — Showing modest gains, indicating some investor interest in the space exploration theme.

🛍️ Retail & Commerce

$AMZN (-0,3%) — Drifting slightly lower, reflecting caution surrounding consumer-focused tech giants.

$BABA (+0,6%) — Falling sharply, significantly underperforming due to persistent pressures on Chinese equities.

$CVNA (+4,47%) — Experiencing a minor dip, continuing its recent pattern of weakness.

$SHOP (+2,69%) — Trading moderately lower, indicating pressure on e-commerce enablement platforms.

⚕️ Health & Pharmaceutical

$LLY (+2,99%) — Likely trading slightly down or flat, as investors rotate out of defensive pharma names.

$HIMS (+4,71%) — Holding steady, showing no significant price change.

$INSM (+1,22%) — Flat, the biotech sector remains cautious.

🇪🇺 Europe & Industrials

STOXX 600 — Mixed performance, struggling to maintain direction as different sectors diverge.

GER40 — Trading cautiously, reflecting the uncertain global sentiment.

$LDO (+2,89%) — Experiencing moderate declines, suggesting pressure on the defense sector.

$IBE (+0,58%) — Showing slight gains, with utilities attracting some buying interest as a defensive play.

$OKLO — Pulling back moderately, indicating profit-taking in the nuclear technology space.

$CS (+0,62%) — Trading moderately lower, reflecting broader caution across parts of the European financial sector.

🏦 Banking & Finance

$UCG (-0,83%) — Making solid gains, clearly participating in the positive Italian banking trend.

$ISP (+0,68%) — Climbing strongly higher, another standout performer among Italian banks today.

$BPE (-0,22%) — Surging dramatically higher, a standout rally significantly outpacing the market.

$CE (+1,73%) Registering strong gains, joining the broader surge in Italian banks.

$BBVA (+0,69%) — Advancing solidly, the Spanish bank continues its upward trajectory.

$AXP (+1,76%) — Edging slightly lower, reflecting caution in the payments sector ahead of data/earnings.

$V (+1,65%) — Experiencing a minor dip, mirroring the hesitation seen in other payment stocks.

🌏 Asia

$JPN225 / $KOSPI / $HK50 / $CHINA50$ — Likely closed mixed to positive, carrying over optimism from the prior session.

💱 Forex

$DXY — The Dollar Index is trading mixed to slightly firmeras overall risk appetite fades somewhat.

$EURUSD — Likely edging loweragainst a relatively stable Dollar.

$USDJPY — Likely trading slightly higherreflecting cautious sentiment.

💎 Commodities & Precious Metals

$GLD (+1,12%) — Holding steady, pausing after recent significant moves as markets digest Fed comments.

$CDE (+1,94%) — Flat, mirroring gold's lack of direction.

$BRENT / $WTI — Likely trading mixed or slightly downas growth concerns temper demand outlook.

💰 Crypto

$BTC (-0,1%) / $ETH (-0,29%) — Likely experiencing downward pressure, following the weakness in the Nasdaq and broader tech sentiment.

$TRX (+0,65%) — Holding steady, showing little movement.

$CRO (+0,62%) — Not shown, likely tracking the mixed/negative trend in crypto.

📈 Benchmark ETFs

$VOO (-0,07%) / $VG / $CNDX — Likely trading flat or slightly down, reflecting the mixed and cautious market action.

$BND (+0,07%) — Likely holding steady or slightly upas bond yields stabilize.

🔎 Deep Dive: Market Divergence Post-FOMC

The initial excitement after the Fed's dovish comments has waned, revealing a highly fragmented market. While potential rate stability provides underlying support, company earnings and sector rotation are the main performance drivers today. Tech shows a clear split: leaders like $NVDA (-2,34%) and $TSM (-2,59%) power ahead, while others including $META (-1,01%) , $BABA (+0,6%) , and speculative names like $RGT face significant selling. European banks, particularly Italian ones ($UCG (-0,83%)
$ISP (+0,68%)
$BPE (-0,22%) ) along with $BBVA (+0,69%) , display remarkable strength, contrasting sharply with the caution seen in US payments ($AXP (+1,76%) , $V (+1,65%) ). Gold ($GLD (+1,12%) ) is pausing, suggesting investors are neither fully embracing risk nor rushing to safety, but rather becoming highly selective.

Follow the Analysis:

For daily real-time market insights, deep dives, and trading discussions, follow me on X: https://x.com/ThomasVioli

To copy my portfolio, strategies, and complete trade insights, you can follow me on eToro: https://www.eToro.com/people/farlys]

⚠️ Disclaimer:Past performance is not indicative of future results. Investing involves risks, including the loss of capital.