Notizie e analisi

Cosmos (ATOM) is down 1.6% to $4.45 this week, underperforming Bitcoin (BTC), which gained 2.9% to $110,737. The token has been stuck in sideways trade since February — its longest flat stretch on record. Historically, such periods have often been followed by rallies of several hundred percent.

With no internal catalysts at play, ATOM’s price action is being guided by the broader market. Still, its tendency to hover near the $5.00 resistance could be a sign of underlying strength. A breakout above this level would open the path towards $7.50 once sentiment improves.

Neo (NEO) is down 5.2% to $6.42 this week, underperforming the crypto market benchmark Bitcoin (BTC), which rose 1.5% to $110,737. The token is moving largely in line with broader market sentiment, where concerns about a cooling U.S. economy dominate. The latest JOLTs report showed job openings at their lowest since January 2021, pushing bets on a Federal Reserve rate cut in September up to 97.6%. However, expectations for further easing beyond September remain uncertain.

NEO’s reaction to the data was muted. Prices briefly climbed 5.3% to $6.68 before slipping back, signalling weak demand. The altcoin continues to move inside a multi-month range of $5.00–$7.50, with no signs of breaking out. The $5.00 level has never been breached historically, so holding that support remains key for avoiding deeper downside.

Dream on, my friend. This Monday we agreed to dream bigger with Google, and what actually happened just within 36 hours? Another 7.5% of price climbing in the extended trading this Tuesday night. Thanks to the federal judge of our dreams Amit Mehta, who ruled that Google Corporation is not required anymore to sell its most popular Chrome web browser. Protracted remedies in the Justice Department’s landmark antitrust case, and now Google and its shareholders have a happy-end. Now a new historical high for Google-parent Alphabet is $227.30 against $215.34 in the last session of August. Even if there would come some drawdown below $220 during volatile trading in the next couple of days, this is another reason to BUY MORE! Any price targets below $250 in Google shares are not even considered by me, from now on.

The decision now allows Google to avoid any potentially huge penalties, as the previous court earlier somehow found a case of an "illegal monopoly in the search market". As I supposed, this was all a deep state plot to keep Google's founders in line so they would be docile and not join the Trumpers camp. But the opposite happened, and the reins have been removed from this horse. The only formality now is that Google will be barred from "entering into exclusive contracts for internet search", but it is easy to avoid. The main thing is that Google as the self-created tech behemothб which also created its baby behemoth Chrome browser has no obligations of divesting its key assets.

The bright thing is that the decision also confirmed that Google will not have to sell off its Android operating system and will not be required to cease payments to Apple and other partners for preloading any of Google products. Google pays Apple to be the default search engine on iOS devices, so the latter piece of news also helped Apple shares to rise by 3.5% to $237.85. As for Google, it needs to "share" certain information with its competitors as a remedy for its prevailing position in the search market. A very encouraging decision also for any other IT giant of America, whose businesses have been subjected to attacks by regulators or individual lawsuits. Amazon, Apple, Meta, NVIDIA (pls forgive me if I overlooked anyone) can breathe a sigh of relief as well.

Growing investor appetite is now coming together with an ever-expanding horizon of expert forecasts for the S&P 500 broad barometer of Wall Street. The fresh example is Evercore ISI, a global banking advisory firm connected with over $4.7 trillion of various merger & acquisition, restructuring deals and transactions since it was founded in 1995. As we go into the first month of autumn, Evercore decided to suddenly raise its year-end 2026 target price for the S&P 500 futures to as much as 7,750, which is nearly 20% above the current achievement lying between 6,400 and 6,500. If those experts are so generous to average market estimates, then we may imagine their dizzying hope for the flagships of the AI industry. And it's exactly the AI drivers that Evercore refers to, describing the segment's value future dynamics "in a manner comparable to the internet boom of the late 1990s".

They also noted how rapid and powerful were all the rebounds from that days' temporary drawdowns and that the Federal Reserve launched the cycle of interest rate cuts on the similar stage of the 1990s rally as well. In terms of earnings per share, which is quite a different matter from the market value, Evercore lifted its estimate to $264 a share for 2025 and $287 for 2026, thanks to fading trade policy uncertainty, and "early signs of AI adoption improving corporate productivity", which is the most important thing for those trading or checking the AI cases. For the longer run, Evercore even outlined the most bullish scenario in which the index may reach 9,000 "if investor enthusiasm turns into an AI-driven bubble", and a bear case in which "sticky" inflation and weak economic growth pull the benchmark down to 5,000 at some moment. We could note that even the bearish, or rather crisis, case doesn't look so bad here, as we already observed 5,000 this spring on global trade tariff threats.

At the same time, Evercore analysts are a bit more careful about the prospects in nearest months of 2025, but we should account that they just shifted from a rather sceptic camp before and now Evercore experts climbed up to at least a 6,250 projection from 5,600 previously, citing possible "bouts of volatility". However, it is precisely the volatility surges of individual stocks that are the bread and butter of traders during protracted rallies like the current one. Broadcom's (AVGO) stock price soared an incredible 2.28x from early April's lows under $140 to over $317 at its recent August peaks. Yet, the following slight rebound to some lower range between $282 and $300 per share may give hope for a short-term increase in volatility immediately after Broadcom's quarterly report, which is scheduled for the September 4-5 night. To catch any lower quotes for AVGO if they occur in extended trading hours near midnight or in the next couple of working days, if a mixed interpretation of earnings may initially prevail in such stories, should be a great success for a smart investor. Again, dot-com gains in the 1990s were much more broad-based, and now market gains are more narrowly concentrated, so any release of the AI enablers like Nvidia or Broadcom has a stronger potential of creating convenient shake-ups in the market for good entries into other swinging assets.