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Despite a flurry of worrying headlines about DeepSeek and tariffs, stocks have largely shaken off the bad news. Here’s how to play this rolling bull market.

January has lived up to its reputation in 2025, with plenty of volatility, cross-currents and news-driven moves, highlighted by this week’s huge AI infrastructure selloff and partial recovery while the broad market improved.

A letter from Cabot President Ed Coburn with his insights and perspectives on all things crypto-related and Cabot’s five rules for investing in cryptocurrencies.

The AI theme came under heavy pressure Monday of last week, which weighed on the markets. However, by week’s end the bulls had bought the dip and impressively the S&P 500 had fallen only marginally, the Dow had eked out a small gain, while the Nasdaq “only” lost 1.5%.

CEOs departed last year at the highest rate since tracking that metric began. But what does it mean for you as a shareholder if a CEO heads for the exit?

It’s one thing after another. But stocks keep inching higher.

January featured the interest rate scare, as the ten-year Treasury hit the highest level since 2023, and the DeepSeek news, which called AI spending into question and sent related stocks reeling. Yet the S&P 500 finished the month up 2.7% with 10 of the 11 sectors higher for January. This week features more potential market-moving issues.

Sell Amer Sports (AS) for Modest Gain

The volatile and sloppy start to 2025 continued last week as the indexes fell hard on Monday, recovered in the middle part of the week, and then lost ground again on Friday. For the week the S&P 500 fell 0.2%, the Dow lost 0.5%, and the Nasdaq declined by 0.5%.

Bigbear.ai (BBAI) is up more than 160% in the last month on U.S. government contracts and comparisons to Palantir (PLTR). Is it too late to buy this AI stock?

The volatile and sloppy start to 2025 continued last week as the indexes fell hard on Monday, recovered in the middle part of the week, and then lost ground again on Friday. For the week the S&P 500 fell 0.2%, the Dow lost 0.5%, and the Nasdaq declined by 0.5%.

Shares of Peloton (PTON) are up double digits this morning after the company delivered a better-than-expected Q2 fiscal 2025 report before this morning’s opening bell. This is a turnaround story so take the numbers in that context. Management is working to curb costs and lay the groundwork for a return to growth, not trying to grow right now.