Energy Sector Logs Record 14-Week Winning Streak
Key Takeaways: S&P 500 Energy has posted a record 14-week winning streak, the longest in the sector’s history. XLE has attracted $6 billion in inflows over three months as investors seek energy exposure. Energy trades at all-time highs while the broader S&P 500 sits 9% below its peak. The energy sector is rewriting the record […]
Leaner Focus on Value Could Propel This ETF
With artificial intelligence (AI)-linked equities continuing to captivate investors’ hearts and minds, it’s not surprising market participants are leaning into growth stocks and the related ETFs. Believe it or not, that could also be indicative of opportunity with value stocks. Think of it this way: Many investors are sleeping on value at a time when […]
From $30M to $800M: The Resurgence of the Original Space ETF
The thematic ETF landscape is often criticized for flash-in-the-pan products that shutter before their targeted themes reach maturity. However, the Procure Space ETF (UFO) has defied this trend, demonstrating significant longevity since its 2019 debut. During a recent appearance on ETF Prime, Andrew Chanin, CEO of ProcureAM, discussed the firm’s early conviction in the space […]
Trump in Beijing: Keep an Eye on These 3 China ETFs
If advisors and investors haven’t been keeping a close eye on the Chinese market recently, now may be a very good time to start doing so. On Wednesday, President Trump headed off to Beijing for a two-day summit, marking the first time a U.S. president has visited China in nearly a decade. Among other topics, […]
The Ex-China Files: ETFs to Watch Amid Trump’s High-Stakes Visit
Investing in emerging markets (EM) used to be synonymous with getting exposure to China. It’s an ideal notion, given that it’s the second largest economy and thus commands a heavy weight in standard EM benchmarks. Challenging that narrative today is a changing geopolitical landscape, which continues as U.S. president Donald Trump visits China in a […]
Solving the Structural AI Power Deficit
Semiconductors and software have largely overshadowed the electrification ETF trade. Paul Baiocchi, head of fund sales and strategy at SS&C ALPS Advisors, says most investors are missing the sectors that actually power the AI buildout. Key Takeaways: Materials, utilities, and energy make up less than 10% of the S&P 500, despite powering the AI buildout. […]
Why the Healthcare Sector Warrants Concentrated Exposure
Sure, portfolio diversification may be important, but some equity sectors currently look a bit more promising than others. Key Takeaways: Diversification may be a valuable portfolio approach, but individual equity sectors like healthcare may warrant concentrated exposure. Healthcare is benefitting from a menagerie of favorable tailwinds, including strong M&A activity and compelling estimations for health […]
Anthropic courts a new kind of customer: small business owners
For founders and investors, Anthropic’s new offering signals that the AI platform wars are expanding downmarket and that the next major battleground for user acquisition isn’t the Fortune 500; it’s the 36 million small businesses that make up the backbone of the U.S. economy.
Ransomware hackers claim breach at Foxconn, a major electronics manufacturer for Apple, Google, and Nvidia
A ransomware group has claimed responsibility for hacking the electronics manufacturing giant Foxconn and is attempting to extort the company.
Origin Lab raises $8M to help video game companies sell data to world-model builders
Origin Lab will serve as a marketplace where AI labs can buy high-quality licensed data, and video-game companies can sell it.
Who trusts Sam Altman?
“I believe I am an honest and trustworthy business person,” Altman testified in federal court.
Rivian spinoff Mind Robotics raises another $400M
Mind Robotics, which was first revealed in late 2025, has now raised more than $1 billion to date.
