08.04.2025

Trader TV: AI Capex Lifts Tech But Risks Loom

08.04.2025

A wave of AI-driven capital spending by major tech firms boosted US equities last week, following second-quarter earnings, but Bill Mann of Motley Fool Asset Management warns that infrastructure bottlenecks and shifting tariffs could pose significant headwinds.

The chief investment officer shares his views on what supply chain issues and the shifting global tariff regimes could mean for tech valuations long term and urges investors to prioritize fundamentals, manage risk, and look beyond short-term market noise.

🏆 The 2026 Global Markets Choice Awards are here! 🌍 Nominations are officially OPEN for the celebration of excellence in global capital markets trading & technology. Nominate below:
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Delaware Life Insurance Company is becoming the first insurance carrier to offer an index that contains cryptocurrency, adding the BlackRock U.S. Equity Bitcoin Balanced Risk 12% Index to its fixed index annuity (FIA) portfolio.

As the digital assets industry pushes toward

Franklin Templeton is expanding its tokenized fund suite, signaling growing institutional demand for blockchain-based fund infrastructure and regulated investment products moving onchain. Read the full article below:

$50 billion in active ETF inflows helped fuel a record year for @BlackRock 's iShares business, as investors continue to lean into active strategies.


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