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

In this episode, we explore the latest retail investor insights from the recent Retail Investor Beat, focusing on the AI race between China and the US, and retail sentiment towards AI. Join us as we analyse global trends, market implications, and the evolving landscape of retail investing.

47% of retail investors worldwide say China is best positioned to lead the AI race, narrowly ahead of 46% who select the US
The US-China gap on expected long-term stock-market returns has narrowed from 21 percentage points to 6 percentage points since Q4 2024
The proportion of retail investors with exposure to Chinese stocks has almost doubled in two years, rising from 7% in Q2 2024 to 12% in Q2 2026

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This communication is for information and education purposes only and should not be taken as investment advice, a personal recommendation, or an offer of, or solicitation to buy or sell, any financial instruments. This material has been prepared without taking into account any particular recipient’s investment objectives or financial situation, and has not been prepared in accordance with the legal and regulatory requirements to promote independent research. KAny references to past or future performance of a financial instrument, index or a packaged investment product are not, and should not be taken as, a reliable indicator of future results. eToro makes no representation and assumes no liability as to the accuracy or completeness of the content of this publication.
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This episode covers current market trends, the impact of the upcoming World Cup on consumer behaviour, and recent significant investments by Berkshire Hathaway in tech giants like Alphabet. The hosts analyse market rotation, rebalancing strategies, and the influence of major sporting events on stocks and consumer spending.

ROTATION WEBINAR

Sound Bites 👇
🔹 "Tech and semis are driving this rally"
🔹 "Nothing wrong with rotating out of winners"
🔹 "The World Cup impacts consumer stocks"

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This communication is for information and education purposes only and should not be taken as investment advice, a personal recommendation, or an offer of, or solicitation to buy or sell, any financial instruments. This material has been prepared without taking into account any particular recipient’s investment objectives or financial situation, and has not been prepared in accordance with the legal and regulatory requirements to promote independent research. KAny references to past or future performance of a financial instrument, index or a packaged investment product are not, and should not be taken as, a reliable indicator of future results. eToro makes no representation and assumes no liability as to the accuracy or completeness of the content of this publication.
Digest & Invest by eToro is presented by our friends over at: fame.so
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In this episode, hosts Sam and Bret analyse current market trends, sector performances, and the impact of social media on stock movements. They explore the rally in tech stocks, the potential rotation of funds into small caps, and discuss the latest on Ferrari's new EV and geopolitical influences on markets.

Sound Bites 👇
"Tech stocks have gone ballistic in two months."
"South Korea's KOSPI index is up 100%."
"Small caps are quietly outperforming tech."

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This communication is for information and education purposes only and should not be taken as investment advice, a personal recommendation, or an offer of, or solicitation to buy or sell, any financial instruments. This material has been prepared without taking into account any particular recipient’s investment objectives or financial situation, and has not been prepared in accordance with the legal and regulatory requirements to promote independent research. KAny references to past or future performance of a financial instrument, index or a packaged investment product are not, and should not be taken as, a reliable indicator of future results. eToro makes no representation and assumes no liability as to the accuracy or completeness of the content of this publication.
Digest & Invest by eToro is presented by our friends over at: fame.so
See omnystudio.com/listener for privacy information.

This episode explores Nvidia's latest earnings, market position, and future outlook, providing insights into tech stock valuation, investor sentiment, and long-term growth potential.

Takeaways 👇
Nvidia's market cap reached $5.38 trillion, making it the world's most valuable company.
Despite a strong earnings report, Nvidia's stock remained flat due to investor focus on future growth and competition.
The company's growth is driven by AI infrastructure, with room for expansion comparable to smartphone ecosystems.
Market sentiment heavily influences Nvidia's stock performance, with potential for sharp reactions to earnings misses.
Long-term investors may view dips as buying opportunities, given Nvidia's strong fundamentals and market position.

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This communication is for information and education purposes only and should not be taken as investment advice, a personal recommendation, or an offer of, or solicitation to buy or sell, any financial instruments. This material has been prepared without taking into account any particular recipient’s investment objectives or financial situation, and has not been prepared in accordance with the legal and regulatory requirements to promote independent research. KAny references to past or future performance of a financial instrument, index or a packaged investment product are not, and should not be taken as, a reliable indicator of future results. eToro makes no representation and assumes no liability as to the accuracy or completeness of the content of this publication.
Digest & Invest by eToro is presented by our friends over at: fame.so
See omnystudio.com/listener for privacy information.

In this episode, the team discuss recent market trends, earnings reports, and the outlook for tech stocks like AMD and Nvidia. They analyse the impact of AI demand, market sentiment shifts, and upcoming economic data such as non-farm payrolls.

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This communication is for information and education purposes only and should not be taken as investment advice, a personal recommendation, or an offer of, or solicitation to buy or sell, any financial instruments. This material has been prepared without taking into account any particular recipient’s investment objectives or financial situation, and has not been prepared in accordance with the legal and regulatory requirements to promote independent research. KAny references to past or future performance of a financial instrument, index or a packaged investment product are not, and should not be taken as, a reliable indicator of future results. eToro makes no representation and assumes no liability as to the accuracy or completeness of the content of this publication.
Digest & Invest by eToro is presented by our friends over at: fame.so
See omnystudio.com/listener for privacy information.