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ETFs to Benefit as Nasdaq's Breakthrough Still Matters
The Nasdaq Composite extended its record-setting run as investors continued to favor technology and artificial intelligence (AI) stocks despite elevated U.S. Treasury yields and lingering inflation concerns. The index rose 1.05% on Oct. 5…
Growth, AI capex support U.S. stocks despite higher yields: Wells Fargo
[Abstract business graph of AI growth. market growth, analysis, and future projections.] MF3d While higher interest rates (SHY [https://seekingalpha.com/symbol/SHY]) (TLT [https://seekingalpha.com/symbol/TLT]) (IEF [https://seekingalpha.co…
Trump sweetens election offer: now $5,000 available to every American
[President Trump Launches America.gov Website And AI Tool] President Donald Trump has made his previously announced “Trump dividend” pledge even more attractive, saying in a social media post on Friday that the $5,000 offer will be availab…
Buyback authorizations hit a record $1.33T, and the buying window is still shut
[Colorful digital screen with glowing forex and stock market candlestick chart and data analysis on dark interface background for modern financial display. 3D Rendering] peshkov U.S. companies have assembled the largest share-repurchase wa…
Fed rate-hike odds slide after softer PCE inflation print
[FOMC Meeting Minutes word over Candlestick chart Forex background. Close up.] Caner CIFTCI Market-implied chances of a Federal Reserve interest rate increase at the October 28–29 FOMC meeting fell sharply to 34.9% after Wednesday’s person…
Markets shrug at Trump’s nuclear relief offer to Iran
[Realistic 3D Illustration. USA and Iran. Waving flags of America and Iran.] Vector/iStock via Getty Images Prediction-market traders remain skeptical that a comprehensive U.S.-Iran nuclear agreement is close, even as President Donald Trum…
Oppenheimer: QQQs best placed to lead once rates settle
[Nasdaq Stock Market Index on Digital Financial Trading Chart] asbe/iStock via Getty Images A fourth-year bull market does not require every corner of the equity universe to advance in lockstep. What matters is that the right segments keep…
SA analyst sees stocks, bonds, gold, and crypto rising into year-end
[Financial advisor interacts with a digital interface displaying machine learning data insights.] Wall Street closed higher Friday as easing Treasury yields and lower oil prices supported equities, with investors continuing to monitor deve…
Yields bite, but 'smart money' still gorging on AI - Vanda
[Facebook Covers Sign At Menlo Park Headquarters] Justin Sullivan/Getty Images News "Equity (SPY [https://seekingalpha.com/symbol/SPY]) (QQQ [https://seekingalpha.com/symbol/QQQ]) positioning has de-risked meaningfully this week as higher…
SA analyst warns Iran war is driving inflation risks higher
[Abstract Financial Data Visualization with Digital Stock Market Graphs] AlexSecret Wall Street ended lower but did pare some losses Thursday as investors weighed discussions over reopening the Strait of Hormuz and economic fallout from th…
The Invesco QQQ Innovation Suite Expands with the Launch of Invesco Nasdaq International Innovators 100 ETF (QQI)
QQI expands access to the innovation profile of the QQQ Innovation Suite through companies outside the U.S. ATLANTA, Sept. 23, 2026 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ), a leading global asset management firm, today announced it is exp…
A Retired Couple Can Sell $98,900 of Gains This Year and Owe the IRS Nothing. These 3 ETFs Are Built for the 0% Bracket
Quick Read Married retirees can realize up to $98,900 in long-term gains at 0% federal tax in 2026, stacked above the standard deduction. VTI, SCHG, and QQQM minimize dividend drag by generating returns mainly as price appreciation, preser…
One of These Growth ETFs Has a 10-Year Record. The Other Is Beating It Anyway.
Quick Read QQQM leads VUG 21% to 12% year-to-date and 108% to 87% over five years, but only launched in 2020 versus VUG's 426% decade-long record. VUG's 0.03% expense ratio costs five times less than QQQM's 0.15%, a gap that compounds quie…
Trump approval rating drops to record low 32% as living costs surge: Reuters
[The White House with Clouds] Douglas Rissing * President Donald Trump's approval rating fell to 32% - the lowest of his political career - as his fellow Republicans soured on his handling of the cost of living amid the unpopular Iran wa…
QQQI’s 14% Monthly Yield Masked $940 in Forgone Gains Per $10,000 Since Inception
Quick Read QQQI's 14% yield cost investors roughly $940 per $10,000 since inception, trailing QQQ's 65.7% price-only return against QQQI's 56.3% total return with reinvestment. IRS filings show nearly 99% of QQQI's early 2025 monthly payou…
$500,000 Split Between VOO and QQQ Owns the Same Seven Stocks Twice, and Nobody Adds Up the Overlap
Quick Read Splitting $500,000 between VOO and QQQ concentrates roughly $167,000 in the same 7 mega-caps, delivering duplication disguised as diversification. QQQ's 0.18% fee runs 6x higher than VOO's 0.03%, quietly draining around $6,000 o…
QQQI’s $0.65 Monthly Check Hides $10.97 Per Share in Forgone Gains
Quick Read QQQI holders forfeited roughly $11 per share in total return versus QQQ over 31 months, equal to about $2,194 on a $10,000 stake. Nearly 99% of QQQI's 2025 distributions were return of capital, meaning investors received their o…
Mind the gamma: Why this strategist isn’t buying today’s bounce
[Wall Street sign, New York City, USA] mbbirdy/E+ via Getty Images Macro strategist Craig Shapiro warned Thursday that the morning bounce [https://seekingalpha.com/news/4643650-stock-futures-point-higher-as-fed-delivers-rate-hike] in stock…
Robinhood traders beef up stock buys in run-up to Fed decision
[Trading Platform Robinhood Fined 65 Million By Securities And Exchange Commission] Justin Sullivan/Getty Images News Retail investors on Robinhood Markets (HOOD [https://seekingalpha.com/symbol/HOOD]) are pouring into equities ahead of th…
Citi: Fed to hike this week — calls it a ‘calibration,’ not a new cycle
[Federal Reserve System (FED) Symbol Abstract Digital Data Landscape Multi Colored] spawns Nearly two years after the Federal Reserve delivered the first rate cut of the last easing cycle, Citi economists now expect U.S. policymakers to ra…
JEPQ’s Monthly Check Has Swung From $0.34 to $0.70 a Share: The $500,000 Retiree Can’t Budget on It
Quick Read A $500,000 JEPQ position swung monthly checks from $2,872 to $5,926, a $3,054 gap that makes retirement budgeting nearly impossible. JEPQ's options overlay caps upside and taxes most payouts as ordinary income, trailing the Nasd…
Trump out-traded all members of Congress combined - report
[President Trump Returns To Washington From Ireland] Anna Moneymaker/Getty Images News U.S. President Donald Trump and his wealth managers executed nearly 28.7K security transactions in the 17 months following his second inauguration—outpa…
History shows that rising yields hurt stocks only when growth weakens
[Wall Street New York stock exchange stock market] alexsl A look at more than five decades of data indicates that climbing Treasury yields do not automatically pressure stocks. What matters is the growth backdrop that accompanies the move.…
BlackRock says higher yields and higher stocks can coexist
[Stock market analysis] Pgiam BlackRock argues that elevated borrowing costs and firm equity markets are not mutually exclusive, even as investors brace for a likely Federal Reserve rate increase on Wednesday. The firm’s case rests on corp…
Trump’s approval recovers from record low, but Democrats gain edge in Congress: Reuters
[The White House with Clouds] Douglas Rissing * President Donald Trump's public approval rating rose from a record low, while Americans voiced growing support for Democrats gaining power in the U.S. Congress in a Reuters/Ipsos poll [http…
Resilient corporate earnings keep U.S. equity outlook up - Wells Fargo
[Wall street sign on manhattan] franckreporter/iStock via Getty Images Wells Fargo Investment Institute remains constructive on U.S. large-cap equities (SPY [https://seekingalpha.com/symbol/SPY]) (VOO [https://seekingalpha.com/symbol/VOO])…
Trump doubles down on $5K dividend as midterm odds favor Democrats
[Republicans Gather In Dallas For Inaugural Midterm Convention] Andrew Harnik/Getty Images News U.S. President Donald Trump on Monday pushed back on Democratic criticism regarding his proposed $5K "Trump dividend," insisting the payout wil…
Markets have entered a new savings regime, Apollo says
[Data analysis graph background, market investment trend, global economic analysis] Donny DBM A two-decade surplus of savings that held borrowing costs down has given way to a shortage of capital relative to investment demand, according to…
AI-driven market momentum is vulnerable amid debt surge, BIS warns
[Close Up Image Of A Stock Market Graph] solarseven/iStock via Getty Images The Bank for International Settlements is warning that the artificial intelligence-driven equity rally is exhibiting growing vulnerabilities as investors increasin…
Pantheon Macro sees Fed rate hike this week as disinflation stalls
[Retro style concrete wall engraved with the word FEDERAL RESERVE. Illustration of the concept of the issues and affairs related to federal reserve.] Pantheon Macroeconomics on Monday reversed its Federal Reserve forecast, now calling for…
How a 66-Year-Old’s $800,000 in JEPQ and QQQI Pays $8,200 a Month, and the IRS Only Sees Half of It
Quick Read An $800,000 split between JEPQ and QQQI delivers $8,240 monthly, but only ~43% appears on the current-year tax return due to return-of-capital classifications. QQQI classified ~99% of its distributions as nontaxable return of ca…
SA analyst: Lower yields could ignite stocks and crypto
[Wall Street Subway Tiles] Wall Street rallied Friday after the latest consumer inflation report came in broadly in line with expectations, helping ease concerns over price pressures and supporting a rebound across risk assets. Seeking Alp…
'Blasé markets' are ignoring record diesel prices, BofA warns
[Stock market activity shows price changes and trading movements in real time] FabrikaCr While $100-a-barrel crude oil (USO [https://seekingalpha.com/symbol/USO]) (BNO [https://seekingalpha.com/symbol/BNO]) is grabbing the headlines, Bank…
Bridgewater’s Jensen says AI could kill people before action is taken
[Robotic Hand Reaching for Warning Alert Symbol with Digital Icons Representing Cybersecurity Threats and Data Protection Concepts in a Futuristic Setting] Blue Planet Studio/iStock via Getty Images Bridgewater's co-chief investment office…