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Cached dataWeekend Morning Brew: Nvidia Acquires Hugging Face Amid Market Volatility
Weekly Market HighlightsDuring the week, 918 stocks gained more than 8%, while 2,077 stocks had a decline, including 1,070 that fell more than 8%, reflecting n
Forget JEPQ: The Company Behind QQQ Runs Its Own Nasdaq Income Fund
Most Nasdaq income investors default to JEPQ without realizing the company behind QQQ quietly launched its own monthly income fund built on the same index, and the differences between them matter more than the ticker names suggest.
How a 69-Year-Old’s $500,000 in QQQI Pays Him Every Month While His Cost Basis Falls Toward Zero
QQQI sends a monthly check to retirees, but most of that cash carries a hidden cost that quietly erodes the very shares generating it. Understanding what Box 3 of your 1099-DIV reveals could change how you think about that income.
IREN Climbs 4% on $2.4B Blue Owl-Led GPU Financing; Cipher Digital Gains 2%
Blue Owl just handed IREN a massive GPU financing deal, but the coupon rate buried in the fine print reveals something uncomfortable about how Wall Street really values this emerging asset class.
If I Were in My 20s, I'd Buy This Spectacular Nasdaq-100 Index Fund and Hold It Forever
Investors who focus on growth in their younger years could build significant wealth by the time they reach retirement.
Up 76%, Barclays Warns This Cybersecurity Winner Has Run Out of Room
Palo Alto Networks posted a strong fiscal fourth-quarter report after Tuesday's close, and Palo Alto stock is getting punished for it.
TDAQ: A 17% Yielding Covered Call ETF Really Can Outperform QQQ, But Not In The Long Run
The TappAlpha Innovation 100 Growth & Daily Income ETF has posted a 24.54% total return since its inception on September 4, 2025 through August 25, 2026, beating QQQ's total return of 24.15% by 39 basis points. The difference spans 356 calendar days and 244 shared trading-session price records, and it occurred along a path where QQQ was up 28.17% overnight but down 3.13% during the regular session. TDAQ paid $4.12 per share in distribution yield while the stock's price rose just 6.51%.
JEPQ’s Monthly Check Can Push a Retiree Into the 85% Social Security Tax Zone: The Hidden Cost of Ordinary Income
That generous monthly check from a popular Nasdaq income ETF could be quietly inflating your tax bill in a way most retirees never see coming, and Social Security is where it quietly bites back.
ETF Asset Flow of August: S&P 500 Tops
August ETF flows highlighted strong investor demand for S&P 500, Nasdaq-100, short-term Treasury, gold and bitcoin ETFs, while some major funds saw outflows.
Forget Diversification — Investors Are Betting Everything on Tech ETFs (And the Numbers Are Jaw-Dropping)
A Deutsche Bank research note circulated to clients late last week put a number on something equity strategists have been muttering about for months.
## Macro Setup The 10Y/2Y yield curve inversion is resolving. Historically this marks the transition from rate-driven growth suppression to credit-spread-driven value outperformance. We are entering Phase II of the growth-to-value rotation. This is n...
The macro rotation from growth to value is entering its second phase. Key signal: 10Y/2Y spread inversion resolving. Positioning accordingly.
With the 10Y at 4.2% and the Fed dots moving dovish, duration trades are back on the table. TLT at current levels offers asymmetric upside if we get 150bps of cuts by end-2025. The risk: stickier core PCE forces a pause. Sizing accordingly with 40% con...
## Why This Moment Is Different The 2022–2024 inversion was the deepest since 1981 (peak: -108bps on 10Y/2Y in Oct 2023). The normalisation is now underway. This is not a call that the inversion is over — it is a framework for positioning as the inver...
demo_etf
The Nasdaq-100 rebalances quarterly. Tech sector weight is at 62% — above the trigger threshold for a special rebalance (>24% for top 5 constituents). If triggered, NVDA, MSFT, AAPL, AMZN, META would see forced selling from QQQ flows. Worth monitoring ...