benchmark
A stock market index of the 100 largest non-financial companies listed on the Nasdaq exchange, dominated by major technology firms.
No evidence-backed relationships are recorded.
More than 80% of 401(k)s default into mostly cap-weighted target-date funds that buy more of the Magnificent Seven, about 30% of the S&P 500, as they grow. At Amazon, a paper gain on Anthropic supplied almost $17 billion of nearly $30 billion in first-quarter net income.
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Strategy's 48% month made it the best stock in the Nasdaq-100. The $67.6bn Cryptobriefing puts on its 845,050 coins works out at bitcoin at $80,000, a level the same piece says the coin is still approaching.
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AI stocks fell worldwide on Sept 14 after Dario Amodei asked the industry to slow model progress and Sam Altman ruled out a 2026 IPO. The deepest single-day drops landed on chip equipment and power suppliers.
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Anthropic has picked Nasdaq for an October listing, and by rule its financials go public at least 15 days before the roadshow opens. Customers weighing a renewal will finally have numbers they can check.
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Passive funds tracking the Nasdaq 100 have to add SpaceX at the September rebalance now that lockups have lifted its tradable float from under 5% to about 16%. The stock coming unlocked is worth many times the buying.
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Apple unveils the foldable iPhone on Wednesday under a US$570 billion summer rally and a chief executive who started on Sept. 1. Morgan Stanley's own numbers leave most of the quarter's iPhone revenue with the ordinary models.
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Pushback has stalled the plan to trim existing ISA benefits, but a separate "productive finance ISA" would load extra relief onto Korean holdings. Advisers are already redrawing account allocation.
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The numbers in the one write-up available do not agree with each other. Even the smallest of them says the marginal ETF dollar goes active now, and it arrives in a cheaper vehicle.
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July net purchases of U.S. equities hit $4.5 billion, with about 19% going into one ADR buyers could have bought at home and four leveraged funds in the top ten.
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Management says scale is starting to show up as operating leverage. The release as supplied gives a backlog, power figures and more than $14bn of fresh capital, but no margin numbers.
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Net buying of SOXL and the SK hynix ADR nearly equalled all Korean purchases of US stocks in July. Thirteen days into August, both names sit outside the top 20.
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