Rare earth stocks rally in premarket, extending gains amid renewed U.S.-China trade dispute

U.S. rare earth mining companies’ stocks surged following President Trump’s warning of 100% tariffs on Chinese imports due to tightened export restrictions. Critical Metals rose over 38%, reflecting concerns over U.S.-China trade tensions. Investor enthusiasm highlights the strategic importance of rare earths in clean energy technology amidst worries about China’s market dominance.

This under-the-radar ETF trend may be flashing a warning signal for the market

Retail investors are heavily investing in ETFs, raising concerns of market overheating. Billions are directed towards risky ETFs, with institutions showing minimal involvement in these segments. The popularity of volatile yield-oriented products warns of potential disasters. This behavior mirrors past market peaks, suggesting a cautionary signal as enthusiasm mounts.

The resilient stock market may be keeping the economy out of a recession. Why that’s a bad thing

The U.S. economy is surprisingly resilient, buoyed by a strong stock market and rising consumer confidence. However, growth is heavily reliant on high-income households benefiting from stock gains. While consumer spending remains strong, there are concerns about the economy’s vulnerability if market conditions change, impacting overall stability and confidence.

RH reports worse-than-expected tariff hit, earnings miss

Shares of RH fell after the company reported disappointing second-quarter results, missing revenue expectations and lowering its full-year forecast. It anticipates 9%-11% growth instead of 10%-13% and predicts adjusted EBITDA margins below prior estimates. Ongoing tariff uncertainties and potential new tariffs further complicate the outlook as the company shifts operations away from China.

How Ares is capitalizing on the ‘retail revolution’ in alternative assets

Ares Management raised its three-year fundraising target by 25%, indicating confidence in retail investor interest. CEO Michael Arougheti highlighted the shift in capital flow toward individual investors, with Ares managing over $50 billion in assets for this sector. Concerns about quality deals for retail investors were dismissed, as Ares emphasizes equal treatment across investor types.

Musk calls for federal troops in San Francisco even as Benioff softens stance

Salesforce CEO Marc Benioff’s comments during Dreamforce regarding federal troops for public safety sparked controversy, drawing criticism from city leaders. He later clarified that cities should manage their own safety. Elon Musk supported federal intervention for crime, sharing a post from an addiction advocate. San Francisco officials emphasized positive trends in public safety.

Treasury yields fall as investors look ahead to speech by Fed’s Powell

U.S. Treasury yields declined as investors awaited Federal Reserve Chair Jerome Powell’s speech on monetary policy. The 10-year Treasury fell to 4.017%, while concerns about U.S.-China trade tensions and improved sentiment following signs of dialogue contributed to market fluctuations. Recent developments included a ceasefire deal in Gaza involving hostages.

Crypto startup Zerohash raises $104 million from Morgan Stanley, SoFi, Apollo and others

Crypto infrastructure startup Zerohash has raised $104 million in a Series D funding round, increasing its valuation to about $1 billion. Led by Interactive Brokers, the funding reflects growing institutional interest in the crypto sector. Zerohash aims to connect traditional finance with blockchain solutions, leveraging partnerships with major financial brands.

S&P 500 index investors have been rewarded so far in 2025. Why experts say it may be time to diversify

The S&P 500 has rebounded since April, but experts caution against reliance on this index due to its concentration in a few large-cap tech firms. While long-term investing remains valid, most investors struggle with the “set it and forget it” approach. Diversification across sectors and company sizes is essential for sustainable growth.

The UK’s finance minister keeps public guessing over tax hikes

U.K. Chancellor Rachel Reeves outlined a new “Youth Guarantee” initiative to combat unemployment at the Labour Party conference, amidst looming fiscal challenges. Despite promoting youth employment, concerns persist over potential tax increases to address a £50 billion shortfall. Reeves faces pressure balancing economic commitments and public expectations ahead of the Autumn Budget.