Digest & Invest by eToro | Insights on Trading, Markets, Investing & Finance eToro

An idiosyncratic earnings recovery, led by tech, profit margins, and low expectations, the main driver of this nascent bull market, with management's bullish and analyst estimates rising. We also preview Disney earnings, focus on Parks sales and Streaming losses.

Uncover post-halving trends, ETF launches, sovereign wealth implications, and the future of crypto payments in our latest episode. Dive into expert insights on Bitcoin's market dynamics and the growing significance of stablecoins.

The Fed has kept the door open to interest rate cuts this year, and this is a key support to this new bull market, alongside better earnings growth. We also look ahead to Saturday's Berkshire Hathaway 'Woodstock for Capitalists' annual general meeting.

In this episode, Sam North looks at Carvana's chart after it exploded higher after their shock results.

The current EV 'winter' will pass with only 3% all cars on the road electric and many investors remaining steadfast in support. Whilst the most bullish thing about Apple's results tonight is that expectations are already very low.

In this conversation, Sam and Josh discuss the Q1 earnings reports from Amazon, Apple and Novo Nordisk.