Markets may hate uncertainty, but in 2025, they seem to love volatility. Despite cloudy and, at times, contradictory economic indicators, the NASDAQ and S&P 500 indices reached all-time highs to close out the second quarter.
As Bitcoin holds above $100K despite global tensions, CME, Visa and PayPal emerge as crypto plays with 2025 upside.
Markets are chaotic, headlines rule, and short-term forecasts are pointless. That's why I focus on long-term dividend investing with wide-moat stocks. In this environment, I'm doubling down on two of my favorite dividend stocks, which are built for uncertainty, strong cash flow, and dependable dividends. With long-term conviction, I keep using market weakness to add to these holdings. I'm sticking to this playbook for compounding success.
Here, we discuss three stocks, CME, MARA and MSTR, which are well-poised to benefit from the growing proliferation of Bitcoin and other cryptocurrencies.
CME Group remains a buy, despite a premium valuation, thanks to strong cash flow, market dominance, and a resilient business model. The company's recurring revenue, high margins, and growth across product lines justify its higher multiple and support 20% upside potential. Risks include regulatory changes, tech migration challenges, legal headwinds, and potential market slowdowns, but these are manageable for long-term investors.
CME (CME) reported earnings 30 days ago. What's next for the stock?
Though both CME and ICE are Buy-rated stocks, let's find out which exchange stock is a better investment to generate sizable returns.
Here is how CME Group (CME) and ACNB (ACNB) have performed compared to their sector so far this year.
Let us delve deeper to find out what to do with CME stock now.
Here is how CME Group (CME) and Banco De Chile (BCH) have performed compared to their sector so far this year.
Initiate Strong Buy on CME Group with $332.96 PT; CME monetizes market disruption with record Q1 ADV and sustained speculative "risk-on" positioning. CME deserves a forward PE multiple of 29.5x for FY25E, driven by high-rate-fueled interest income and structural macro-vol, driving cross-asset product innovation. Above Street EPS for FY25/FY26E due to unmatched volume tailwinds, strategic catalysts, and capital-light tech investment, positioning CME for a breakout.
Does CME Group (CME) have what it takes to be a top stock pick for momentum investors? Let's find out.