NVIDIA CORP

APPLE INC

MICROSOFT CORP

AMAZON.COM INC

ALPHABET INC CL A

ALPHABET INC CL C

BROADCOM INC

SECURITIES LENDING CF

NET OTHER ASSETS

TESLA INC

Foreign investors have reached a record allocation of 63% of their portfolios to U.S. equities, holding $21.3 trillion in U.S. stocks and equity funds—a 170% increase since 2020 and surpassing the Dot-Com Bubble peak. This represents a historic pivot toward American equities, with the S&P 500 up 7.88% YTD, Nasdaq Composite up 12.96%, and Dow Jones up 2.54% YTD.

Foreign Investors Now Hold $21.3 Trillion In US Stocks: Allocation Hits Record 63%, Surpassing Dot-Com Bubble

Kevin Warsh is set to replace Jerome Powell as Federal Reserve chair, but Trump's military actions against Iran have triggered a historic energy supply shock that may force the Fed to raise interest rates rather than cut them as Trump desires. With inflation surging due to the Strait of Hormuz closure and gas prices soaring, the FOMC may need to tighten monetary policy, potentially undermining the stock market's expectations for rate cuts and exposing historically high valuations.

President Donald Trump May Force the Fed's Hand -- but Not in the Way You'd Expect

Tracks the performance of the Nasdaq Composite Index.

Fidelity Nasdaq Composite Index ETF

ONEQ (ONEQ) Stock Price, Analysis & Trade Signals