eToro US

Bitcoin is trying to find its footing after a rough first half. The good news: buyers are still showing up near key levels. The bad news: every bounce now comes with a question attached — is this stabilization or just another brief relief? bitcoin:native

Has the sector script flipped in Q3? Financials are leading the charge, followed by Communications and Healthcare. $XLF $XLC and $XLV Meanwhile, Consumer Discretionary, Industrials, and Tech are taking a back seat so far this month. $XLY $XLI and $XLK Are investors just short-term shuffling or is the market undergoing a fundamental rotation as AI is perceived as overbought?

Chip stocks have wavered lately. The $SMH and $SOXX ETFs just had their first back-to-back week of declines for the first time since March. Now the two are down more than 10% in this quarter. Is this a quick dip or the start of a larger correction?

“Chip stocks are consolidating after hefty second-quarter gains, while retail investors may be hesitant to add fresh capital to a sector they view as stretched in the short term" @BretKenwell, @etoro US Investment Analyst, in @business via @NKniazhevich. More insights below.

Second half. Same market? The question for the next six months: Can the rally broaden beyond AI? The first six months of 2026 gave investors a little bit of everything: AI enthusiasm, sticky inflation, resilient earnings, and plenty of geopolitical noise. So does the market keep riding the same horse or is it loading up a curveball? $SPY $QQQ $SOXX $SMH

I rarely look back. I'm usually focused on what's next. But reflecting on our IPO journey reminded me how transformative the experience has been. Becoming a public company is one of the things I'm most proud of. I told my full IPO story in Amundsen Investment Management podcast: podcasts.apple.com/us/podcast/eto…

Crypto’s 2026 story feels significantly different. Less “vibes,” more ETFs, regulation, stablecoins, and tokenization. That doesn’t mean volatility is gone — this is still crypto. But the second half could be shaped by whether digital assets keep shifting from speculative corner of the market to core financial infrastructure. $BTC $ETH

"With earnings season kicking into gear next week, investors may be betting that the recent volatility will look like an opportunity once fundamentals come back into focus.” @BretKenwell, US investment analyst at @etoro. bloomberg.com/news/articles/…

The Fed may get wild this summer. Stocks climbed through the first half of 2026 even with sticky inflation and worrisome geopolitics. That’s impressive. But if inflation stays stubborn, the market may need to brace for higher interest rates. When summer gets too hot, the Fed may throw in the towel. $SPY $QQQ $DIA $IWM $BTC $GLD

It’s been a cold stretch for $BTC. Bitcoin fell ~14% last quarter, pushing its year-to-date losses to ~33%. After three straight quarterly declines, bulls are hoping the summer sun can finally thaw out this crypto winter. The big question now: will this be just another bounce attempt — or the start of a real defrost?

Livestreamed event from London. July 7. eToro CEO, @yoniassia, leads a show-and-tell under the theme Intelligence in Motion: human insight supercharged by AI. Learn how eToro is combining the collective intelligence of millions of investors with the power of AI. x.com/i/broadcasts/1…

Human insight, supercharged by AI. Something is taking shape. July 7. London. Intelligence in Motion.

The calm before the earnings storm? Markets return from the long weekend with a quiet calendar, chip stocks wobbling, crypto trying to thaw, and $WM breaking above downtrend resistance 👇 etoro.tw/4eN1fPV

“Just when investors thought they had the labor market figured out, the June jobs report threw them a curveball,” said @BretKenwell at @eToro to @business. “A disappointing jobs report isn’t exactly good news, but it may give risk-on assets a silver lining: less pressure on the Fed to take a hawkish stance.” bloomberg.com/news/articles/…

.@lale_akoner of @eToro says earnings remain the key driver for stocks, market leadership is broadening beyond Big Tech, Fed tightening fears are overdone, and weaker corporate guidance is the biggest risk ahead. $SPX $QQQ $NDX $XLK $IWM cnbc.com/video/2026/06/…

"Retail traders are still willing to swing the bat, but they are less likely to throw the whole portfolio at one pitch...The opportunity is still there, but today's retail investor seems more aware that these trades require tighter risk management, smaller position sizes, and a clear exit plan." @BretKenwell, US Investment Analyst, in @BusinessInsider via @SamuelCObrient. More insights into retail investor activity below.

Semis just had their roughest week of 2026, and $NVDA bulls are looking for support near a key technical zone. $SMH $SOXX Plus: $AAVE rips, $SNOW wakes up, and $CMCSA & $CHTR surge. Today’s Daily Breakdown 👇 etoro.tw/44BamwV

“Airlines are the most leveraged out of the travel subgroups to oil prices, so with oil coming down, they’re going to have the most potential for margin to move higher,” @BretKenwell, US Investment Analyst, in @business via @peytonforte. More insights in the article below⬇️