Stocks, ETFs, Bitcoin rally as investor fear fades

US markets jumped overnight, with the Nasdaq Composite up 2.5%, while the market fear index, VIX, is near a four-week low. This is down to US companies showing strong results part-way through reporting season, and talk of tariff war de-escalation. Bitcoin has rallied strongly in the past two weeks. The local market is also stronger, but some key sectors such as uranium stocks are performing poorly.

Securities mentioned: iShares Bitcoin Trust, SPDR S&P 500 ETF, Vanguard Australian Shares ETF, Telix Pharmaceuticals, Paladin Energy, Lynas Rare Earths, Global X Uranium ETF