Closing Bell Closing Bell: Bitcoin Highs, Apple's AI Conundrum 5/22/25
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May 22, 2025 Adam Parker, Founder and CEO of Trivariate Research, shares his expertise on market trends, while Brian Levitt, a CNBC contributor from Invesco, offers insights into market dynamics. They explore the contrasting views of CEOs and investors on inflation and economic prospects. The discussion also touches on the performance of mega-cap stocks, the rising valuations of NFL teams, and the fierce competition between OpenAI and Apple in AI technology. Additionally, they analyze Bitcoin's recent market dynamics and its relation to key economic indicators.
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Investment Tension in Market
- Investors face tension between positive flows and defensive rhetoric about earnings risks.
- Many feel afraid to miss out on equities despite concerns about inflation impacting margins.
Tax Bill's Market Impact
- The U.S. tax bill raises concerns about deficit and bond yields but is seen as directionally positive.
- Stocks can still perform if earnings improve and yields stabilize despite higher rates.
Broaden Portfolio Amid Rising Rates
- Diversify investments beyond the MAG-7 stocks as rising rates pressure markets.
- Consider sectors like utilities, materials, and energy that perform well if rates stay higher longer.