Hello, Thanks for signing up for MarketBeat Daily Ratings—we’re excited to have you on board. Every weekday, you’ll get a curated summary of new “Buy” and “Sell” ratings from Wall Street’s top-rated analysts, the latest stock news, and bonus investing content—all delivered straight to your inbox. You’re just two quick steps away from completing your sign-up: 1. Make sure our emails go to your inboxGmail users:
Mobile: Tap the three dots (…) in the top right and select Move to Inbox or Move to Primary
Desktop: Click the folder icon at the top and select Move to Inbox or Primary Apple Mail users:
Tap our email address at the top (next to From: on mobile), then select Add to VIP Other providers:
Reply to this message and add newsletters@analystratings.net to your contacts 2. Confirm your subscriptionClick this link to confirm your subscription. This verifies your account and ensures you receive your newsletters without interruption instead of getting stuck in your spam filter. Confirm your subscription here. After you confirm, feel free to download our popular free report, "7 Stocks to Buy and Hold Forever" with this link. Thanks again for subscribing—we look forward to being part of your investing journey. 
Matthew Paulson
Founder and CEO, MarketBeat. P.S. If you didn’t mean to subscribe, no problem—you can unsubscribe here.
Exclusive Article from MarketBeat
Bitcoin and Big Tech Rally as Risk Appetite Returns, Even With Ceasefire UncertaintySubmitted by Jessica Mitacek. Publication Date: 4/21/2026. 
Key Points
- The ceasefire between the United States and Iran has the potential to reverse the flight to safety that began late last year, sparking a significant rebound in previously battered sectors like tech and crypto.
- Bitcoin has established support at $70,000, bolstered by massive institutional inflows into spot ETFs. Short interest in major funds like IBIT has plummeted, signaling a shift from retail uncertainty to institutional accumulation.
- Tech stocks and data center infrastructure providers are seeing double-digit gains from recent lows, with improved valuations and bullish technical reversals bolstering the argument that a bottom could be in for tech.
- Special Report: The Biggest IPO Ever: Claim Your Stake Today
From volatility in short interest and surging oil prices to sudden shortages of helium and fertilizers, the conflict in the Middle East has upended a number of markets. The fragile two-week ceasefire between the United States and Iran, announced on April 7, restored a tentative sense of optimism. The result has been a rally in many of the stocks, sectors, and asset classes that bore the brunt of the flight to safety that began last year. In recent days, however, the outlook has grown more uncertain as talks appeared to wobble ahead of the ceasefire’s expected expiration tonight.
How long the rally—or the ceasefire—will last remains unclear. But for investors searching for signs of a potential bottom in high-risk, high-reward assets, these developments could indicate that oversold tech stocks and volatile crypto prices may be poised for a sustained rebound. Risk-on Assets Are Broadly RallyingTake Bitcoin (BTC), for example, which is up about 7% over the past 30 days after a steep decline over the previous six months. In equities, the recent shift to risk-on sentiment has lifted one of this year’s weakest sectors. Over the past five trading sessions, tech—which remains down on the year—has led the S&P 500’s 11 sectors with a gain of nearly 5%. Individual names have done even better, particularly members of the Magnificent Seven, with four of those seven stocks posting market-beating gains over the past week. For NVIDIA (NASDAQ: NVDA), that momentum predates the ceasefire: since its one-month low, the semiconductor leader is up more than 20%. Alphabet (NASDAQ: GOOGL), Amazon (NASDAQ: AMZN), and Meta Platforms (NASDAQ: META) have climbed more than 25%, 26%, and 31%, respectively, from their one-month lows. Follow the Money: Surge in Bitcoin Inflows Suggests Renewed DemandA recent resurgence in interest for Bitcoin-backed exchange-traded funds (ETFs) supports the bullish case. In the week ending April 10, Bitcoin-focused products took in $871 million—the strongest weekly total since early January, according to CoinShares. Unlike prior rallies that were driven mainly by retail traders, these flows point to larger, institutional bets. Spot Bitcoin ETFs, in particular, have seen sizable institutional buying, with some funds recording more than $470 million in daily inflows. That shift suggests accumulation by institutions rather than short-term retail speculation. Bitcoin remains more than 40% below its Oct. 6, 2025, high, underscoring how quickly risk appetite can swing. Meanwhile, short interest in the iShares Bitcoin Trust ETF (NASDAQ: IBIT)—the largest spot Bitcoin ETF with over $60 billion in assets under management—has fallen sharply. As of March 31, just 0.95% of the float was shorted (about $503 million worth of shares), a decline of nearly 29% from the prior month. For context, in November 2025, $1.33 billion worth of IBIT was shorted—the most in the fund’s two-year history. Tech Follows Suit as Investors’ Risk Appetite MountsBeyond the bounce in the Magnificent Seven, lesser-known tech names have rallied as well. Applied Digital (NASDAQ: APLD), which provides large-scale digital infrastructure for data centers and Bitcoin mining, is up more than 50% since its one-month low on March 30. That strength is echoed by Micron Technology (NASDAQ: MU), benefiting from an ongoing shortage in memory chips. MU is up more than 40% from its late-March low as investors focus on memory demand tied to AI infrastructure. Broad, tech-heavy index ETFs—which were dramatically oversold as recently as late March—have seen their Relative Strength Index (RSI) move out of oversold territory, followed by bullish price reversals. For example, supported by an index-weighted portfolio that offers exposure to the sector’s largest names, the Invesco NASDAQ 100 ETF (NASDAQ: QQQM) has gained nearly 11% from its year-to-date low. There’s an ETF for ThatBoth tech and Bitcoin remain down on the year, with crypto still showing double-digit losses. But investors who want to cautiously reintroduce risk can do so via a range of ETFs. Whether choosing the iShares Bitcoin Trust ETF, the NASDAQ 100 ETF, a fund that offers targeted exposure to the Magnificent Seven, or a basket aimed at memory-chip-related opportunities, there are numerous ETFs that can help investors layer back into higher-volatility equities while monitoring whether the current trend holds. |
Post a Comment
0Comments