Replenishing the Arsenal: How U.S. Missile Shortages Are Driving Defense ETFs

The U.S. military has depleted much of its stockpile of long-range missiles during its five-month conflict with Iran, raising concerns about readiness for future conflicts, according to CNBC analysis. The rapid consumption of military defense inventories has exposed structural bottlenecks across the defense sector. This signals that replenishing stockpiles will require substantial procurement from defense […]

Goldman Plays Options Offense: Acquiring NEOS to Build Active ETF Powerhouse

Goldman Sachs Asset Management is continuing its aggressive expansion into active, high-yielding options strategies with a definitive agreement to acquire NEOS Investments. Similar to Innovator Capital Management, another recent acquisition, NEOS has established a firm leadership position in the ETF space. In particular, its high-income, tax-efficient options-based ETF suite is a standout. The deal comes […]

Top Active ETF TCAF Spikes After Milestone en Route to $10 Billion

The T. Rowe Price Capital Appreciation Equity ETF (TCAF) has stood out in recent years, and recently saw a major milestone. The active ETF hit its three-year ETF milestone last month, rising approximately $1 billion in AUM since that date. The ETF may be close to $10 billion by the end of the year, so […]

S&P 500 Highs: Short-Term Fatigue & Ongoing Sector Rotation

The S&P 500 has closed at a new record high some 25 times this year, the most recent taking place just last week. The benchmark, which is now up about 13% — as measured by the performance of the State Street SPDR S&P 500 ETF (SPYM) in 2026 — has been boosted by momentum, solid […]