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Key Options for Sharia-Compliant ETFs

Sharia-compliant ETFs are designed to meet the ethical and financial principles of Islamic law (Sharia), making them suitable for Muslim investors. These ETFs follow specific guidelines, such as avoiding investments in businesses related to alcohol, gambling, pork, and interest-based financial services. Instead, they focus on sectors and companies that align with Islamic principles.

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An Introduction to ETFs: A Beginner’s Guide to Smart Investing

When you’re just starting out as an investor, the world of stocks, bonds, and mutual funds can feel overwhelming. For many new investors, the idea of picking individual stocks or constantly monitoring the market seems daunting. This is where Exchange-Traded Funds (ETFs) come in—a simple, effective way to invest in a wide range of assets without the complexity.

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Investing vs. Speculation: Why Long-Term Investing is Better for Most People

When people think of making money in the stock market, they often imagine two things: quick, high returns and big risks. This thinking confuses two very different approaches to building wealth: investing and speculation. While both can be profitable, they carry distinct risks, goals, and strategies. Understanding these differences is key to making smart financial decisions, especially for people looking to grow their money steadily and securely over time.

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The Surge in the AI Sector: Why NVIDIA is Leading the Charge

The Surge in the AI Sector: Why NVIDIA is Leading the Charge In recent years, the technology sector has witnessed tremendous growth, with one particular area standing out as a game-changer: Artificial Intelligence (AI). AI, once a futuristic concept, is now a driving force behind innovations across industries. From self-driving cars and healthcare diagnostics to smart home devices and financial algorithms, AI is transforming how we live and work. The recent surge in AI development has sparked excitement among investors, and one company has emerged as a leader in this space: NVIDIA. In this article, we’ll explore why the AI sector is booming, NVIDIA’s critical role in this growth, and what it means for investors and the future of technology. Why AI is Experiencing a Boom AI’s rapid rise can be attributed to several factors converging at the right time: 1. Increased Computing Power: AI requires vast computational resources to process data, run algorithms, and learn from patterns. Advances in hardware, especially GPUs (Graphics Processing Units), have made it possible to handle the immense processing needs of AI systems. As these technologies evolve, they allow AI models to become more sophisticated and effective. 2. Big Data Availability: AI systems thrive on data. With the explosion of data from smartphones, social media, cloud computing, and the Internet of Things (IoT), there’s more information than ever for AI algorithms to analyze and learn from. This data drives improvements in everything from recommendation engines to predictive analytics. 3. Enterprise and Consumer Demand: Companies across all sectors are seeking ways to leverage AI to improve efficiency, enhance customer experiences, and innovate in their products. AI’s ability to automate processes, make sense of large datasets, and provide insights is creating demand in industries like healthcare, finance, manufacturing, and beyond. 4. Breakthroughs in Machine Learning: Advances in machine learning (ML) and deep learning—subfields of AI—are allowing machines to perform tasks that once seemed impossible, like understanding human speech, recognizing images, and even generating creative content. These breakthroughs are pushing the boundaries of what AI can achieve. Why NVIDIA is Leading the AI Revolution As AI grows, NVIDIA has positioned itself as a dominant force in this rapidly expanding sector. Originally known for its role in the gaming industry, NVIDIA’s Graphics Processing Units (GPUs) have become the backbone of AI computing. But why has NVIDIA emerged as such a key player? 1. GPUs are Essential for AI: While traditional processors (CPUs) handle general computing tasks, GPUs are designed for parallel processing—meaning they can handle multiple tasks simultaneously. This capability is critical for AI and machine learning, where vast amounts of data need to be processed at once. NVIDIA’s GPUs are considered the gold standard in AI research and development, powering everything from self-driving cars to natural language processing models. 2. NVIDIA’s CUDA Platform: Beyond hardware, NVIDIA’s CUDA (Compute Unified Device Architecture) platform has become a vital tool for developers and researchers working on AI and machine learning. CUDA enables software to leverage the full power of NVIDIA’s GPUs, making it easier for developers to build and scale AI applications. This integration of hardware and software has helped NVIDIA carve out a unique and dominant position in the AI ecosystem. 3. Data Center Expansion: While NVIDIA started in the gaming space, the company has rapidly expanded into data centers, which are critical for AI processing. NVIDIA’s A100 and H100 GPUs are now widely used in data centers around the world, powering AI applications for major tech companies and research institutions. These high-performance GPUs are designed to handle AI workloads with efficiency, making NVIDIA the go-to provider for AI infrastructure. 4. Partnerships and Acquisitions: NVIDIA has strategically invested in AI-related partnerships and acquisitions. Its acquisition of Mellanox Technologies (for data center connectivity) and Arm Holdings (for chip design) has expanded its influence in the AI hardware space. By creating an ecosystem that supports AI development from chip design to cloud infrastructure, NVIDIA has secured its place as a key player in the AI surge. What’s Driving NVIDIA’s Recent Surge? NVIDIA’s recent stock surge is directly tied to the explosion of interest in AI. Several key developments have contributed to this rise: - AI Adoption Across Industries: NVIDIA’s GPUs are essential for AI, and as companies in healthcare, finance, automotive, and other sectors integrate AI into their operations, NVIDIA’s hardware is in high demand. The company’s products power the AI systems used in self-driving cars, predictive analytics, and personalized recommendation engines, to name a few. - The AI Arms Race: With AI becoming a competitive advantage, businesses are investing heavily in AI infrastructure to stay ahead. Tech giants like Google, Amazon, and Microsoft are pouring billions into AI research and development, and they rely on NVIDIA’s GPUs to build their AI systems. This “AI arms race” is fueling growth in the demand for NVIDIA’s products. - ChatGPT and Generative AI: The emergence of Generative AI technologies, like OpenAI’s ChatGPT, has driven further interest in AI. These AI models require massive computational resources to operate, and NVIDIA’s GPUs are the industry standard for training and running these large-scale models. As AI continues to advance, NVIDIA’s role in powering these systems solidifies its dominance. - Strong Financial Performance: NVIDIA’s impressive earnings reports have validated its growth story. The company has posted record revenue, driven by AI-related demand, and continues to show strong financial results in key sectors like data centers and gaming. Investors see NVIDIA as a leader in AI, and its stock performance reflects this confidence. What Does the Future Hold for AI and NVIDIA? The surge in AI is not a short-lived trend. AI is expected to continue transforming industries, and NVIDIA’s position as a leader in the field means it will likely benefit from this growth for years to come. - Expanding AI Use Cases: AI will continue to find new applications in areas like healthcare, robotics, and autonomous vehicles. NVIDIA is well-positioned to provide the hardware and software solutions necessary for these innovations. - Growth in AI Cloud Services: As more companies shift to cloud-based AI solutions, NVIDIA’s products will be essential in powering these services. Partnerships with cloud providers like Amazon AWS, Google Cloud, and Microsoft Azure further solidify NVIDIA’s influence in this space. - Innovations in AI Hardware: As AI models become more advanced, the demand for cutting-edge hardware will grow. NVIDIA’s continued investment in R&D ensures it remains at the forefront of AI technology, driving innovation in GPUs and other AI infrastructure. Conclusion The surge in the AI sector is one of the most exciting developments in the technology world, and NVIDIA is at the center of this transformation. With its powerful GPUs, software platforms, and strategic investments, NVIDIA has become the go-to company for AI computing. As AI continues to reshape industries and drive innovation, NVIDIA is positioned to be a key player in the future of technology, making it a stock to watch for investors and a company leading the charge in AI’s next frontier.

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The Tax Efficiency of ETFs: Why They're a Smart Choice for Investors

One of the key advantages of Exchange-Traded Funds (ETFs) is their tax efficiency, which can help investors keep more of their returns. Here's why ETFs are more tax-efficient compared to other investment vehicles like mutual funds

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Getting Easy Global Exposure with ETFs

ETFs offer a simple and cost-effective way to gain exposure to global markets, allowing you to invest in companies and economies worldwide with just a few trades. Here's how: Broad Global ETFs: ETFs like VT (Vanguard Total World Stock ETF) provide exposure to thousands of companies across both developed and emerging markets, giving you instant diversification without needing to pick individual stocks from multiple countries. Regional and Country-Specific ETFs: If you want more targeted exposure, there are ETFs that focus on specific regions or countries. For example, EFA (iShares MSCI EAFE ETF) focuses on developed markets outside North America, while FXI (iShares China Large-Cap ETF) gives access to leading Chinese companies. Emerging Market ETFs: For those looking to invest in fast-growing economies, ETFs like VWO (Vanguard FTSE Emerging Markets ETF) provide exposure to countries such as China, India, and Brazil, where rapid economic development offers significant growth potential.

Meta Platforms Q2 Preview: Key Items to Watch to Turn Stock Around After Earnings
Meta Platforms Q2 Preview: Key Items to Watch to Turn Stock Around After Earnings

Meta Platforms has consistently beaten analyst estimates in recent quarters, but the stock has traded down in 2026.

The Fed Is Expected To Hold Rates - The Rules Say It Shouldn't
The Fed Is Expected To Hold Rates - The Rules Say It Shouldn't

With inflation still well above 2 percent and little evidence of substantial labor market weakness, both factors point toward a less accommodative policy stance. Read more here.

Nasdaq 100 Enters Correction, SanDisk Sinks Over 50% From Peak: Stock Market Today
Nasdaq 100 Enters Correction, SanDisk Sinks Over 50% From Peak: Stock Market Today

A deepening chip rout drags the Nasdaq while Coca-Cola and Sherwin-Williams beats power the Dow; oil dives 5% on Iran diplomacy as the Fed meets.

6 Catalysts That Might Pop The AI Bubble
6 Catalysts That Might Pop The AI Bubble

AI rally at risk: Micron/memory stocks, hyperscaler capex shifts, data-center regulation, and weak AI IPO demand could spark a correction—read now.

Microsoft Q4 Preview: 13 Straight Double Beats, Magnificent Seven Stock Goes for Another Blowout
Microsoft Q4 Preview: 13 Straight Double Beats, Magnificent Seven Stock Goes for Another Blowout

Microsoft could be the most important earnings report of the week with the stock a top holding of three major indexes.

When The Debt Levee Breaks
When The Debt Levee Breaks

Federal debt has surged to $40 trillion. AI-driven debt issuance is nearly $500 billion year-to-date. Read why debt could create challenges for the markets.

The Credit Market Lens: The Return Of Financial Engineering - Not 2008, But Not Nothing
The Credit Market Lens: The Return Of Financial Engineering - Not 2008, But Not Nothing

Leverage and complexity are gaining ground in today’s late-cycle markets, signaling caution - not crisis - and underscoring the value of diversification and risk management. Read more here.

Daily Breadth Rebounds, but the Negative Bias Remains
Daily Breadth Rebounds, but the Negative Bias Remains

Daily breadth rebounded, but weak QQQ action and sub-50% participation across key timeframes keep the trend neutral with a negative bias.

Markets Stay Mixed Again; Crude Continues To Price Down
Markets Stay Mixed Again; Crude Continues To Price Down

The markets are mixed again in early trading with the Nasdaq Composite under pressure after yesterday’s chipmaker fallout that also pushed down tech shares in South Korea and Europe.

Semiconductor Stocks May Continue To Melt Lower
Semiconductor Stocks May Continue To Melt Lower

VanEck Semiconductor ETF nears key $510–$520 support as bearish options positioning and negative gamma raise downside risk. Click for more on the sector.

What Past Sector Concentrations Tell Us About Today's Tech-Heavy S&P 500
What Past Sector Concentrations Tell Us About Today's Tech-Heavy S&P 500

The S&P 500’s 12-month rolling correlation with the Nasdaq-100 reached an all-time high of 0.98 in March 2026, as Information Technology now accounts for nearly 40% of the index.

The Fed Is Not Going To Raise Interest Rates
The Fed Is Not Going To Raise Interest Rates

Oil prices plunge 10% on Iran deescalation as equities rise; big tech AI spending faces scrutiny. Disinflation may keep Fed rates steady.

Stock Market Today: Dow Jones Futures Gain as Coca-Cola Jumps After Q2 Beat, S&P 500, Nasdaq 100 Decline—Boeing, Johnson & Johnson in Focus (UPDATED)
Stock Market Today: Dow Jones Futures Gain as Coca-Cola Jumps After Q2 Beat, S&P 500, Nasdaq 100 Decline—Boeing, Johnson & Johnson in Focus (UPDATED)

U.S. stock futures were mixed on Tuesday, as the Dow Jones and S&P 500 indices gained but Nasdaq 100 slipped, following Monday's mixed close.

Trump's Zombie Tariffs Are Back— and Top Economist Justin Wolfers Says It's a 'Never-Ending 24/7 Saga'
Trump's Zombie Tariffs Are Back— and Top Economist Justin Wolfers Says It's a 'Never-Ending 24/7 Saga'

Economist Justin Wolfers breaks down Trump's 99% "zombie tariffs," revealing why the forced labor loophole is a 24/7 nightmare for the US.

Forget The AI Bubble, Because This Bull Market Could Easily Extend Until 2029
Forget The AI Bubble, Because This Bull Market Could Easily Extend Until 2029

Earnings fundamentals remain strong and continue to support US stock prices. Click here for a detailed analysis.

Is the AI Boom A 'Virtuous Circle' Or a Ponzi Scheme? Wall Street Is Split
Is the AI Boom A 'Virtuous Circle' Or a Ponzi Scheme? Wall Street Is Split

Are Nvidia's billion-dollar deals a 'virtuous circle' or a tech bubble? Dive into the expert debate on the risks of AI circular financing.

Wall Street's AI CapEx Concerns Overlook Demand-Supply Outlook
Wall Street's AI CapEx Concerns Overlook Demand-Supply Outlook

Google, Microsoft, Meta, Amazon and Apple are on track to spend about $700 bln this year, against roughly $410 bln last year. Wall Street seems worried about the spending and the borrowing.

Hyperscalers: A 'Toxic Waste' Investment
Hyperscalers: A 'Toxic Waste' Investment

AI capex is surging as hyperscalers bet on costly closed-weight models while enterprises want cheaper open-weight options. Read more here.

The Market Is Hostage To Two Startups
The Market Is Hostage To Two Startups

The market has lost some conviction as the AI trade has become dangerously dependent on OpenAI and Anthropic. Read why a flush may come after a potential hike.

Higher Oil, AI Spending And Tariffs Test Markets
Higher Oil, AI Spending And Tariffs Test Markets

Markets were relatively unchanged at the index level last week, but beneath the surface there was rotation. Read more here...

Is Citadel's Surprise July Rate Hike Call Viable? Jim Bianco Says 38% Market Odds Mean It's 'Not That Far'
Is Citadel's Surprise July Rate Hike Call Viable? Jim Bianco Says 38% Market Odds Mean It's 'Not That Far'

Is Citadel's surprise Fed rate hike viable? Jim Bianco says 38% market odds mean it's close, but economist Bill Adams predicts a July pause.

Escalating Middle East Tensions Shift The Balance Of Risk
Escalating Middle East Tensions Shift The Balance Of Risk

Last week’s developments in the U.S.-Iran conflict point to a more significant escalation risk.

This Is Not A Normal Market Rotation
This Is Not A Normal Market Rotation

Recent market volatility is not a healthy rotation; risk remains concentrated in semiconductors and expensive tech stocks. Click here to read more.

Cheaper AI, New Earnings Questions
Cheaper AI, New Earnings Questions

US earnings remain exceptionally strong. But the focus should also be on AI profit durability, not just another round of earnings beats. Read more here...

BlackRock’s Nasdaq ETF Challenger Is Growing — But QQQ Still Pulls 300× More Inflows
BlackRock’s Nasdaq ETF Challenger Is Growing — But QQQ Still Pulls 300× More Inflows

BlackRock's IQQ is gaining consistent inflows, while Invesco's QQQ remains the dominant Nasdaq-100 ETF despite cheaper rivals.

Why Market Volatility May Be Part Of The Bull Case
Why Market Volatility May Be Part Of The Bull Case

Bears continued to warn about speculative excesses, overvalued markets, persistent inflation, and geopolitical uncertainty. But the broader market data has painted a more balanced picture.

Aggressive Buying On Nvidia Backing Massive OpenAI Data Center And Trump Pausing Iran Attacks
Aggressive Buying On Nvidia Backing Massive OpenAI Data Center And Trump Pausing Iran Attacks

Aggressive Stock Buying Please click here for a chart of Invesco QQQ Trust Series 1 (NASDAQ:QQQ). Note the following: The chart shows QQQ is bouncing off of the top band of zone 2 (support). The chart

The Most Bullish Valuation In 30 Years, So Why Aren't Investors Buying?
The Most Bullish Valuation In 30 Years, So Why Aren't Investors Buying?

The PEG ratio is more bullish than it's been in 30 years. Yet, retail investors are selling. If growth is improving and valuations are attractive, why aren't investors buying?

Massive AI Data Center Investment Pushes The Economy And Prices: Durable Goods Orders
Massive AI Data Center Investment Pushes The Economy And Prices: Durable Goods Orders

Total orders for durable goods received by manufacturers in the US, including aircraft and defense, ticked up by 0.3% seasonally adjusted in June from May.

Retail Stays Bullish On Hyperscalers Ahead Of Earnings
Retail Stays Bullish On Hyperscalers Ahead Of Earnings

Implied volatilities were mixed across asset classes last week as oil prices spiked on renewed geopolitical tensions.

China Is Why AI Won't Pop Like The Dot-Com Bubble
China Is Why AI Won't Pop Like The Dot-Com Bubble

China’s cheap, high-performance AI models may pop the AI CapEx bubble—like dot-com, but different. Open-weight rivals threaten U.S. dominance. Read more macro analysis here.

Oil Crashes 8%, Chip Rout Weighs on Nasdaq 100: Stock Market Today
Oil Crashes 8%, Chip Rout Weighs on Nasdaq 100: Stock Market Today

Oil crashes 8% as the U.S. pauses strikes on Iran, but a chip rout erases Wall Street's relief rally ahead of the Fed decision and Magnificent Seven earnings.

Real Assets Are Beating Tech Right Now. Here's the Proof.
Real Assets Are Beating Tech Right Now. Here's the Proof.

Wall Street economists can spend all day debating what the Federal Reserve might do, whether inflation is really defeated, and whether the economy is heading toward a soft landing, a hard landing, or some newly invented

Let The AI Panic Begin: The Most Unexpected Alliance
Let The AI Panic Begin: The Most Unexpected Alliance

Nvidia’s Open Secure AI Alliance could boost open, secure AI and renew interest in hardware, cybersecurity and software stocks. Click for this look at AI stocks.

Market Breadth Slips to a Negative Bias as Short-Term Support Weakens
Market Breadth Slips to a Negative Bias as Short-Term Support Weakens

U.S. market breadth weakened sharply after July 10 as the major ETFs slipped below short-term averages while their longer-term trends remained positive.

Business Conditions Monthly May 2026
Business Conditions Monthly May 2026

The Leading Indicator came in at 54, with six of 12 components improving, one essentially unchanged, and five declining.

Markets Mixed As Crude Oil Falls
Markets Mixed As Crude Oil Falls

Investors will be focused on a number of mega-cap earnings reports and a Federal Reserve meeting that could surprise and/or disappoint.

Magnificent Seven In Spotlight: What to Expert From Meta, Microsoft, Amazon, Apple Earnings This Week
Magnificent Seven In Spotlight: What to Expert From Meta, Microsoft, Amazon, Apple Earnings This Week

Four of the Magnificent Seven stocks report quarterly results this week. A look at past earnings history and what to expect.

Resilient Q2 GDP Nowcast Masks Risk For The Rest Of The Year
Resilient Q2 GDP Nowcast Masks Risk For The Rest Of The Year

Today’s median estimate has ticked up to 2.1% from 1.8% on July 18, while the Econoday consensus is slightly higher at 2.3%.

This 100-Year-Old Theory Says the Stock Market Isn’t Done Climbing: Ed Yardeni
This 100-Year-Old Theory Says the Stock Market Isn’t Done Climbing: Ed Yardeni

Yardeni says Dow Theory remains bullish as transportation stocks hit record highs, as the AI infrastructure boom supports the broader market.

The Stock Market Is Not Overvalued, Yet
The Stock Market Is Not Overvalued, Yet

Despite geopolitical risks and inflation fears, S&P 500 earnings growth has surged to 39.3%, supporting continued market gains. Read the full analysis here.

Stock Market Today: S&P 500, Dow Jones, Nasdaq 100 Futures Rise as US-Iran Halt Retaliatory Strikes—Microchip Technology, AMD, Nucor in Focus (UPDATED)
Stock Market Today: S&P 500, Dow Jones, Nasdaq 100 Futures Rise as US-Iran Halt Retaliatory Strikes—Microchip Technology, AMD, Nucor in Focus (UPDATED)

U.S. stock futures were rising on Monday, as the Dow Jones, S&P 500 and Nasdaq 100 indices advanced, following Friday's mixed close.

AI Is Killing Stocks, But Not The Way You Think
AI Is Killing Stocks, But Not The Way You Think

The current market is attractively valued, with the S&P 500's top 10 trading at a 21x P/E, far below 1999 bubble levels. Click here to read more.

Bond Markets Are Rethinking Big Tech’s $1 Trillion+ a Year for AI
Bond Markets Are Rethinking Big Tech’s $1 Trillion+ a Year for AI

Big Tech's AI capex boom is wiping out free cash flow. Discover how data center spending is changing tech investing forever.

Is The AI Earnings Upswing A 'Pig In The Python'?
Is The AI Earnings Upswing A 'Pig In The Python'?

Recent turbulence has turned the AI trade from a rewarding climb into dramatic day-to-day volatility.

Rates Spark: Either Way, The Fed Will Surprise
Rates Spark: Either Way, The Fed Will Surprise

Markets are split about the Fed's move on Wednesday, and with no forward guidance, we don't expect that to change.

Michael Burry Says Wall Street Has Turned on Big Tech's AI Spending: 'The Market Has Voted'
Michael Burry Says Wall Street Has Turned on Big Tech's AI Spending: 'The Market Has Voted'

Michael Burry says investors have delivered their verdict on Big Tech's AI spending, favoring returns over heavy capital expenditure.

QQQ And Tech Earnings: They Can't All Win The CapEx Arms Race
QQQ And Tech Earnings: They Can't All Win The CapEx Arms Race

The QQQ's top holdings—that is, big tech stocks—are in an AI-driven arms race. Click here to read more on QQQ and why I rate it as a Hold.

The AI Bubble Is Bigger Than Ever And The Cracks Are Starting To Show
The AI Bubble Is Bigger Than Ever And The Cracks Are Starting To Show

AI investment is soaring as hyperscalers spend $673B in 2024, heading to $892B by 2028.

Top Four Magnificent 7 Stocks to Watch This Week: Apple, Microsoft, Meta, Amazon
Top Four Magnificent 7 Stocks to Watch This Week: Apple, Microsoft, Meta, Amazon

The top Magnificent 7 stocks to watch this week include popular names like Apple, Microsoft, Meta and Amazon.

Top Three Catalysts for VOO, QQQ and DIA ETFs This Week
Top Three Catalysts for VOO, QQQ and DIA ETFs This Week

Here are the top three catalysts that may drive the VOO, QQQ, and DIA ETFs this week, including earnings, Federal Reserve, and US-Iran war.

Top Three ETFs to Watch This Week: TQQQ, MAGS, SCHD
Top Three ETFs to Watch This Week: TQQQ, MAGS, SCHD

ETFs are having a strong year, with inflows surpassing $1 trillion and total assets under management steadily approaching the $16 trillion mark. 

The Next Fed Rate Hike May Be Coming Soon
The Next Fed Rate Hike May Be Coming Soon

July FOMC outlook: markets price up to two Fed rate hikes as inflation re-accelerates.

Oil, Tariffs, And War Hit Markets Together
Oil, Tariffs, And War Hit Markets Together

Markets face a 3-way shock—Middle East war, shipping disruption, U.S. tariffs.

Several Key Market Signals Flashing Danger Ahead
Several Key Market Signals Flashing Danger Ahead

Equity markets are flashing multiple historical warning signals, including extreme Shiller PE ratios and record-high margin debt, suggesting elevated risk...

Iran Is Noise Again: I Am Not Turning Bearish Until These 2 Trends Invert
Iran Is Noise Again: I Am Not Turning Bearish Until These 2 Trends Invert

US equities stay bullish despite overvaluation and energy fears. Click for an updated market outlook.

Second Largest Negative Signal Of 2026: Bubbles, Barrels, And Skew
Second Largest Negative Signal Of 2026: Bubbles, Barrels, And Skew

Elevated market risk: topping semiconductors, oil-driven inflation, stretched S&P 500 valuations, and a pivotal Fed decision/mega earnings week—read now.

Flash PMIs Signal Faster Growth Across Major Developed Economies, But Supply Chain And Price Concerns Cloud Outlook
Flash PMIs Signal Faster Growth Across Major Developed Economies, But Supply Chain And Price Concerns Cloud Outlook

S&P Global’s flash PMI surveys showed economic growth across major developed economies strengthening in July to signal encouraging resilience in face of ongoing conflict in the Middle East.

The AI Capex Bill Comes Due
The AI Capex Bill Comes Due

S&P 500 finished week at 7,411.98, down about 0.6%, as an AI capex scare and an oil shock collided into its second straight weekly decline and the first back-to-back down weeks since March.

Figuring Out The Fed
Figuring Out The Fed

Keeping track of the Fed can be a complicated business.

Thinking About The Semiconductor Pullback And Positioning
Thinking About The Semiconductor Pullback And Positioning

SOXX is down 20% after a huge rally—normal volatility in a semiconductor super-cycle fueled by hyperscaler capex.

The 1-Minute Market Report, July 25, 2026
The 1-Minute Market Report, July 25, 2026

Energy and commodities led gains last week, while tech and growth stocks faced significant selling pressure. Read the 1-minute market report here.

Stop Counting Tariffs, Start Counting Hikes
Stop Counting Tariffs, Start Counting Hikes

Tariff headlines fade as energy shocks and services inflation drive expectations. Click here to read more.

Weekly Indicators: Oil, Gas, And Interest Rates All Rose This Week
Weekly Indicators: Oil, Gas, And Interest Rates All Rose This Week

Mixed U.S. economic signals: long-leading indicators soften while stocks, jobs & spending stay strong. Read the full analysis here.

Weekly Commentary: Bond Yield Breakout
Weekly Commentary: Bond Yield Breakout

Crude surged another $6.82 this week to $89.31 - the high back to May - while boosting y-t-d gains to 55%. Read more here.

Just When You Thought Inflation Was Done
Just When You Thought Inflation Was Done

Last week, the Bureau of Labor Statistics delivered a cheery inflation report showing that the headline Consumer Price Index had actually fallen – yes, gone down and not up – for June.

Chicago Fed National Activity Index: Economic Growth Increased In June
Chicago Fed National Activity Index: Economic Growth Increased In June

The Chicago Fed National Activity Index (CFNAI) rose to -0.02 in June from -0.19 in May.

The Fat Tail Risks Hiding In Plain Sight
The Fat Tail Risks Hiding In Plain Sight

US-Iran tensions raise fat-tail risks for oil as US/Japan/Europe reserves near depletion; meme stocks like TSLA, PLTR vulnerable.

Market Complacency About To Be Brutally Shattered
Market Complacency About To Be Brutally Shattered

Oil price spike likely starting in August: data-driven outlook on supply disruptions, inverse stock correlation, and an investing plan for oil, stocks &...

The One Bond Chart That Keeps Me Up At Night
The One Bond Chart That Keeps Me Up At Night

One chart that concerns most and sharing the current outlook on the market and the long-term health of the economy. Read the full analysis here.

Market Valuations Are Beyond Stretched
Market Valuations Are Beyond Stretched

S&P 500 valuations look stretched as AI-driven earnings mask collapsing hyperscaler free cash flow and rising leverage. Click to read the full analysis here.

S&P 500 Rises As Oil Sinks On Iran Talk Hopes: Stock Market Today
S&P 500 Rises As Oil Sinks On Iran Talk Hopes: Stock Market Today

Crude fell about 4% on renewed US-Iran talk hopes, easing yields and fueling a broad rally in real estate, homebuilders and airlines.

Markets Take A Breather; Crude Oil Prices Retreat
Markets Take A Breather; Crude Oil Prices Retreat

Investors are taking a breather as they buckle down ahead of the weekend and as oil prices calm down after yesterday’s increase.

Everyone Talks GPUs, But CPUs Benefit From Agentic AI—Intel Earnings Stop Tech Stocks Bleeding
Everyone Talks GPUs, But CPUs Benefit From Agentic AI—Intel Earnings Stop Tech Stocks Bleeding

CPUs For Agentic AI Please click here for an enlarged chart of Intel Corp (NASDAQ:INTC). Note the following: This article is about the big picture, not an individual stock.  The chart of INTC stock is

Is The Consumer On His Deathbed?
Is The Consumer On His Deathbed?

Technology stocks, led by the Mag Seven, suffered their largest single-day decline in over a year amid rising oil prices, interest rates, and dollar strength. Read the full analysis here.

Things Are Getting Interesting In Macro Kingdom
Things Are Getting Interesting In Macro Kingdom

Today is a risk-off session with an oil supply shock overlay, not a clean trend day. The collateral liquidity matters here. Read more here...

Why Dividend Investing Often Wins
Why Dividend Investing Often Wins

Dividend growers beat the S&P 500 with lower volatility. Click for a look at my investing strategy and my current top income picks.

Stock Market Today: S&P 500, Dow Jones, Nasdaq 100 Futures Gain as Oil Prices Decline—Intel, Edwards Lifesciences, SAP in Focus (UPDATED)
Stock Market Today: S&P 500, Dow Jones, Nasdaq 100 Futures Gain as Oil Prices Decline—Intel, Edwards Lifesciences, SAP in Focus (UPDATED)

U.S. stock futures were higher on Friday, as the Dow Jones, S&P 500 and Nasdaq 100 indices rose, following Thursday's lower close.

Top Economist Warns Trump's New Tariffs Are 'Same Rotten Policy' in a New Wrapper Even If  They Survive Court: 'But They Will Fail To...'
Top Economist Warns Trump's New Tariffs Are 'Same Rotten Policy' in a New Wrapper Even If They Survive Court: 'But They Will Fail To...'

Economist Justin Wolfers warns Trump’s new 80-country tariffs won't work: "The administration got the law right, but the economics wrong."

Initial Jobless Claims Fall To Lowest Level Since 1969
Initial Jobless Claims Fall To Lowest Level Since 1969

In the week ending July 18th, initial jobless claims were at a seasonally adjusted level of 187,000, the lowest level since 1969.

Trump Hits 60 Countries with 10% to 12.5% Tariffs as Temporary Levies Expire
Trump Hits 60 Countries with 10% to 12.5% Tariffs as Temporary Levies Expire

Trump imposes new tariffs on imports from 60 countries, targeting those with weak anti-forced-labor laws.

Houthis Strike, Treasuries Burn: The Rate Shock Wall Street Is Completely Blind To
Houthis Strike, Treasuries Burn: The Rate Shock Wall Street Is Completely Blind To

The ongoing US-Iran conflict has escalated, with the oil chokepoints of Hormuz and Bab el-Mandeb now both disrupted, driving oil prices above $100/barrel. Read what investors need to know.

My Call For An AI Top May Have Been Premature And Somewhat Incomplete
My Call For An AI Top May Have Been Premature And Somewhat Incomplete

AI infrastructure demand is strong as GPU rentals and DRAM prices rise. Read more macro analysis here.

The Fed To Signal The September Hike, With More To Come - The FOMC Preview
The Fed To Signal The September Hike, With More To Come - The FOMC Preview

The Fed is expected to signal a new tightening cycle next week, with a likely first hike in September and up to three hikes by June 2027. Read what investors need to know.

Trump Official Buys ETF Version of 'Keep Your Enemies Closer'
Trump Official Buys ETF Version of 'Keep Your Enemies Closer'

A Trump DHS official bought the Pelosi-tracking NANC ETF, despite its Republican rival GOP outperforming in 2026. Why is NANC more popular?

SPY Could Be Poised for a Post-Midterm Rally if 70 Years of History Repeats
SPY Could Be Poised for a Post-Midterm Rally if 70 Years of History Repeats

70 years of S&P 500 post-midterm performance history suggests SPY, VOO and IVV could ride a post-election rally. Here's what market data shows.

Global Wealth Research - July 2026
Global Wealth Research - July 2026

Selective opportunities within AI theme and EM. Long-term positives for green transition and attractively valued sovereigns.

AAII Sentiment Survey: Optimism Plunges
AAII Sentiment Survey: Optimism Plunges

Bullish sentiment decreased 15.3 percentage points to 29.6%, while Neutral sentiment increased 5.8 percentage points to 28.1%. Click here to read more.

Brent Tops $100, Alphabet, Tesla Sink Nasdaq 100: Stock Market Today
Brent Tops $100, Alphabet, Tesla Sink Nasdaq 100: Stock Market Today

Stocks slide Thursday as Brent crude breaks $100 and the 10-year yield hits an 18-month high, while Alphabet and Tesla earnings revive AI-spending doubts.

Markets Track Lower As AI Spending Soars
Markets Track Lower As AI Spending Soars

The markets were under pressure in early trading as investor fears grow over heavy spending on AI investments coupled with heightening escalations in Middle East.

Market Selling As Houthis Open A New Front; Google AI Cash Burn; Tesla Humanoid Spending
Market Selling As Houthis Open A New Front; Google AI Cash Burn; Tesla Humanoid Spending

Houthi Attacks Please click here for an enlarged chart of Alphabet Inc Class C (NASDAQ:GOOG). Note the following: This article is about the big picture, not an individual stock.  The chart of GOOG stock is

The Credit Market's Warning On Big Tech Spending Grows Louder
The Credit Market's Warning On Big Tech Spending Grows Louder

Corporate bond yields and credit spreads are rising as capex surges, signaling a shift in risk pricing. Read the full analysis here.

Corporate Insiders Selling As Retail Investors Buy Stock Hand Over Fist
Corporate Insiders Selling As Retail Investors Buy Stock Hand Over Fist

Retail investors fuel a narrow, leveraged rally as insiders sell and AI spending strains cash flow. Click for an updated market outlook.

Treasury Yields Push Higher, Testing Wall Street's Nerve
Treasury Yields Push Higher, Testing Wall Street's Nerve

The 10‑year Treasury has rebounded to the upper edge of its recent range, keeping rate pressure front and center for equity sentiment. Read more here...

Tesla's AI Bet Flounders As Alphabet's Gemini Shines — What It Means For AI ETFs
Tesla's AI Bet Flounders As Alphabet's Gemini Shines — What It Means For AI ETFs

Tesla (TSLA) and Alphabet's (GOOGL) earnings highlighted a growing divide. Here's what it means for AI ETFs as investors weigh AI profits vs future potential.

My Three Most Reliable Market Indicators Are Still Flashing Green
My Three Most Reliable Market Indicators Are Still Flashing Green

S&P 500 outlook: EPS growth accelerates on AI/data centers, making corrections buying chances.

Corporate Profits Should Override All Other Concerns, For Now
Corporate Profits Should Override All Other Concerns, For Now

Earnings growth is broadening beyond technology, with every S&P 500 sector expected to post Q3 gains and more companies raising guidance than lowering. Read what investors need to know.

A Checkup On The Economic Screws Holding The Economy Together
A Checkup On The Economic Screws Holding The Economy Together

75% of indicators stay tight, lowering recession risk for 6–12 months.

Stock Market Today: Dow, Nasdaq 100, S&P 500 Futures Slip As GOOGL, Elon Musk's TSLA Drag After Q2 Earnings—Intel, ServiceNow, Quantumscape in Focus (UPDATED)
Stock Market Today: Dow, Nasdaq 100, S&P 500 Futures Slip As GOOGL, Elon Musk's TSLA Drag After Q2 Earnings—Intel, ServiceNow, Quantumscape in Focus (UPDATED)

U.S. stock futures declined on Thursday, as the Dow Jones, Nasdaq 100, and S&P 500 indices fell, following Wednesday's higher close.

Mohamed El-Erian Warns Higher Oil, 'Massive Bond Issuance' Are Driving Global Yield Surge Ahead Of Fed Meeting
Mohamed El-Erian Warns Higher Oil, 'Massive Bond Issuance' Are Driving Global Yield Surge Ahead Of Fed Meeting

Mohamed El-Erian warns of massive bond issuance as US yields near 4.70% ahead of the Fed. Is it a debt crisis or a buying opportunity?

7 Things To Watch For After The Fed Announces July Interest Rate Decision
7 Things To Watch For After The Fed Announces July Interest Rate Decision

Markets expect the Fed to hold rates at 3.50–3.75%. See what it means for tech, small caps, and energy hedges amid oil and inflation. Click to read more.

ServiceNow CEO Bill McDermott Hails '10-Figure Cybersecurity Business' as Q2 Subscription Revenue Surges 23% to $3.88 Billion
ServiceNow CEO Bill McDermott Hails '10-Figure Cybersecurity Business' as Q2 Subscription Revenue Surges 23% to $3.88 Billion

ServiceNow Q2 subscription revenues surged 23% to $3.88B. CEO Bill McDermott hails NOW's new 10-figure cyber business.

Jim Bianco Says Bond Investors Need a Rate Hike as 30-Year Treasury Yield Hits 5.15%: 'When the Fed Starts Panicking, I Can Stop Panicking'
Jim Bianco Says Bond Investors Need a Rate Hike as 30-Year Treasury Yield Hits 5.15%: 'When the Fed Starts Panicking, I Can Stop Panicking'

As 30-year Treasury yields hit 5.15%, Jim Bianco warns a July 29 Fed rate hike is needed to calm markets and stop bond investor panic.

When Monetary Policy Surprises Stop Translating
When Monetary Policy Surprises Stop Translating

Inflation remains above target, especially the Fed’s preferred core PCE inflation measure, as choppy data have challenged the view that disinflation will proceed smoothly.

Market Valuation: Is The Market Still Overvalued?
Market Valuation: Is The Market Still Overvalued?

Market valuation indicators show the S&P 500 is overvalued by 116% to 207% based on June 2026 monthly data.

OpenAI's Rogue AI Threatens The Whole Market
OpenAI's Rogue AI Threatens The Whole Market

S&P 500 EPS estimates imply roughly 26% growth, yet one newly realized AI risk keeps raising the 8,500 year-end target. Read the full analysis here.

Chip Stocks Retreat As Yemen’s Houthis Enter The War; Alphabet, Tesla Earnings Ahead
Chip Stocks Retreat As Yemen’s Houthis Enter The War; Alphabet, Tesla Earnings Ahead

Red Sea Blockade Please click here for an enlarged chart of Direxion Daily Semiconductor Bull 3X ETF (NYSE:SOXL). Note the following: Semiconductors are the leading sector that has been driving the stock

Stock Market Today: Nasdaq 100 Falls as Crude Rallies to $88
Stock Market Today: Nasdaq 100 Falls as Crude Rallies to $88

Stocks split as oil climbs on the 11th night of Iran strikes and Super Micro rockets 26% on a record backlog, while the Nasdaq slips ahead of Alphabet, Tesla.

The Credit Cycle Is Flashing Yellow
The Credit Cycle Is Flashing Yellow

Credit markets are signaling caution to investors. Read more on what could be next for Wall Street.

Earnings, Earnings, Earnings Are What Matter Most
Earnings, Earnings, Earnings Are What Matter Most

Alphabet, Tesla and IBM will report after the bell. Click here to read more.

Hyperscalers Can Make/Break This Market
Hyperscalers Can Make/Break This Market

Alphabet and its hyperscaler peers face heightened scrutiny as Q2 earnings test their ability to balance capex and ROI. Read more on the market here.

SPY, QQQ And SOXL Power ETF Trading To New Record
SPY, QQQ And SOXL Power ETF Trading To New Record

Leveraged ETFs joined SPY and QQQ in driving ETF trading to a record high, reflecting the rising influence of leveraged and index ETFs.

Why Markets Won't Fall: Resilience In The Face Of The U.S.-Iran War
Why Markets Won't Fall: Resilience In The Face Of The U.S.-Iran War

Markets have absorbed the U.S.-Iran war launched on February 28, 2026 with remarkable speed. Five structural forces explain the disconnect between geopolitical turmoil and equity strength.

Did You Listen When I Shared These Powerfully Bullish Precedents?
Did You Listen When I Shared These Powerfully Bullish Precedents?

Beaten-down tech and AI valuations look attractive, and history suggests more S&P 500 upside with likely Fed cuts. Click to see the bullish signals and act now.

Stock Market Today: Dow, S&P 500, Nasdaq 100 Futures Fall As Chip Stocks Cool Down and Tesla, Alphabet Gear Up for Earnings— Super Micro, Capital One in Focus (UPDATED)
Stock Market Today: Dow, S&P 500, Nasdaq 100 Futures Fall As Chip Stocks Cool Down and Tesla, Alphabet Gear Up for Earnings— Super Micro, Capital One in Focus (UPDATED)

U.S. stock futures declined on Wednesday, as the Dow Jones, Nasdaq 100, and S&P 500 indices fell, following Tuesday's higher close.

CGGR: The Growth ETF That Has Quietly Beaten The S&P Since Inception
CGGR: The Growth ETF That Has Quietly Beaten The S&P Since Inception

Capital Group Growth ETF analysis: active, multi-manager edge vs. S&P 500. Learn more about CGGR ETF here.

'Canada Was Just the First One To Find That Out': Top Economist Warns Trump's Tariffs Are a Global Trade War Test Case
'Canada Was Just the First One To Find That Out': Top Economist Warns Trump's Tariffs Are a Global Trade War Test Case

Trump’s 50% Canada tariff is "not actually about Canada." Economist Justin Wolfers explains why it's a warning shot for global trade.

S&P 500 Short Interest Nears Highest Since 2010 — Market Commentator Warns 'Conditions for a Short-Squeeze Are Rising'
S&P 500 Short Interest Nears Highest Since 2010 — Market Commentator Warns 'Conditions for a Short-Squeeze Are Rising'

S&P 500 short interest nears 15-year highs. Experts warn "conditions for a short-squeeze are rising" as bearish bets surge.

GPU Depreciation May Crush The Software Sector Margins
GPU Depreciation May Crush The Software Sector Margins

Semiconductors surge while software stocks face margin compression from rising AI-driven capex. Read why Nasdaq 100's YTD gain masks a sharp internal divergence.

Yields Rise, Markets Pricing In A Longer Energy Shock
Yields Rise, Markets Pricing In A Longer Energy Shock

Markets ran ahead of big tech earnings today, and the dollar, yields and commodities are all going higher. It looks like markets are pricing in the risk of a longer energy supply disruption.

Flash PMI Surveys To Help Assess Ongoing War Impact
Flash PMI Surveys To Help Assess Ongoing War Impact

Although output growth has shown resilience in recent months, scratch the surface and we start to see some warning signals. Read more here.

Demand For Consumer Services Has Been Volatile So Far In 2026 Due To Middle East War
Demand For Consumer Services Has Been Volatile So Far In 2026 Due To Middle East War

Following the outbreak of war in the Middle East on 28 February, oil prices rose sharply and travel was disrupted due to safety concerns. Read more here.

Economies Central To AI Development Drive Global Manufacturing Growth
Economies Central To AI Development Drive Global Manufacturing Growth

New orders growth among the AI developers has been faster than that seen globally in five successive months, helped by a better export performance. Read more here.

Credit And Business Applications Sit Strong
Credit And Business Applications Sit Strong

On Monday, the New York Federal Reserve Bank published the results of their Credit Access Survey.

The Leverage Everyone Fears Is Purging
The Leverage Everyone Fears Is Purging

Margin debt hits $1.5T, but the real risk is leveraged semiconductor ETFs. Learn why this deleveraging is healthy—and what it means for SPX 8,500.

If There Really Is A Bubble, This Is The Cheapest Bubble In History
If There Really Is A Bubble, This Is The Cheapest Bubble In History

Buy major U.S. index-tracking assets despite AI bubble fears. Click for an updated market outlook.

Trump's 50% Tariff On Canada: Trade Escalation Under Section 338
Trump's 50% Tariff On Canada: Trade Escalation Under Section 338

Trump’s new 50% tariffs on Canadian cars, alcohol, and dairy hit markets lightly—learn what’s priced in and risks to energy/mineral trade.

SpaceX Millionaires Fuel Mark Cuban's Stock Ownership Case—and These ETFs Stand to Benefit
SpaceX Millionaires Fuel Mark Cuban's Stock Ownership Case—and These ETFs Stand to Benefit

Mark Cuban says every worker should own stock. SpaceX's IPO shows why. Here's how ETFs offer exposure to America's biggest wealth creators.

Buying In Semiconductors On Iran Ceasefire Soap Opera, Earnings Hopium, And Korea
Buying In Semiconductors On Iran Ceasefire Soap Opera, Earnings Hopium, And Korea

Buying In Semis Please click here for an enlarged chart of Direxion Daily Semiconductor Bull 3X ETF (NYSE:SOXL). Note the following: Semiconductors are the leading sector that has been driving the stock

Micron Leads Memory-Stock Rally, Nasdaq 100 Tops 29,000: Stock Market Today
Micron Leads Memory-Stock Rally, Nasdaq 100 Tops 29,000: Stock Market Today

Semiconductors led a broad rebound Tuesday as Micron, Western Digital and Sandisk surged. Nasdaq 100 rallies past 29,000 points.

Markets Rattled By New Chinese AI Model: What Investors Need To Know
Markets Rattled By New Chinese AI Model: What Investors Need To Know

Tech stocks have been rattled by the release of a new AI model in China, but could this have a lasting impact on the sector? TD Asset Management's Evan Chen shares his views.

Is The Stock Market Rotating Or Rebalancing?
Is The Stock Market Rotating Or Rebalancing?

Tech stock decline looks like rebalancing, not sector rotation. Click for an updated market outlook.

Alphabet Q2 Preview: Stock on Sale? Analyst Says ‘Attractive Entry’ Ahead of Earnings
Alphabet Q2 Preview: Stock on Sale? Analyst Says ‘Attractive Entry’ Ahead of Earnings

A recent pullback in Alphabet stock could be a buying point ahead of earnings, an analyst says.

Markets Shrug Off Conflict As Investors Look To Earnings Results
Markets Shrug Off Conflict As Investors Look To Earnings Results

The market moved higher in early trading as investors set their sights on earnings results and expectations despite the volatile conflicts in the Middle East.

The $1.65 Trillion AI Debt Trap
The $1.65 Trillion AI Debt Trap

Hyperscalers like Meta, Oracle, Amazon, Microsoft, and Alphabet have amassed $1.65 trillion in off-balance-sheet AI commitments, primarily via SPVs and...

Inflation Fog Thickens: War, Data Changes, And Diverging Indicators Test The Fed's Nerve
Inflation Fog Thickens: War, Data Changes, And Diverging Indicators Test The Fed's Nerve

The outlook for the Fed’s mandate to control inflation isn’t getting any easier. Diverging inflation gauges blur the policy signal just as decisions grow more consequential. Read more here.

Q3 2026 Equity Perspectives - Navigating Hype, Concentration, And Hidden Risk
Q3 2026 Equity Perspectives - Navigating Hype, Concentration, And Hidden Risk

Across sectors, the third-quarter equity outlook is defined by a tension between durable structural opportunities and a less forgiving market backdrop.

ServiceNow's Q2 Earnings Will Lead Software's Next Leg Higher
ServiceNow's Q2 Earnings Will Lead Software's Next Leg Higher

ServiceNow has outperformed the software sector in the last 1 month and is poised to lift IGV higher if Q2 results meet or exceed guidance. More on NOW stock.

QUICK SPARK: Semiconductor ETFs Dominate Inflows As SOXX, SOXL Pull In Over $2.1 Billion in One Day
QUICK SPARK: Semiconductor ETFs Dominate Inflows As SOXX, SOXL Pull In Over $2.1 Billion in One Day

Semiconductor ETFs SOXX and SOXL attracted more than $2.1 billion combined on Monday, while IVV and GLD led redemptions.

Are Record Short Sales And An Upturn In Insider Selling Warning Signs?
Are Record Short Sales And An Upturn In Insider Selling Warning Signs?

Investor focus shifts from oil/geopolitics to earnings: tech faces valuation reset as shorts/insiders sell, while non-tech buying rises. Click to read more.

Earnings Season May Be Last Hurrah For Hyperscalers And A Turning Point In The Market Cycle
Earnings Season May Be Last Hurrah For Hyperscalers And A Turning Point In The Market Cycle

Q2 earnings could mark a market turning point as AI/growth risks rise and sentiment shifts to sector rotation. Click here to read what investors need to know.

1999.AI
1999.AI

I’m as bullish on AI as I was on the internet in 1999, but I know not to conflate valuations with value, as transformative technologies take longer to deploy than the carnival barkers claim.

Stock Market Today: Dow, S&P 500, Nasdaq 100 Futures Rise as Tech Stocks Lead the Rally—Nebius, Archer, IREN in Focus (UPDATED)
Stock Market Today: Dow, S&P 500, Nasdaq 100 Futures Rise as Tech Stocks Lead the Rally—Nebius, Archer, IREN in Focus (UPDATED)

U.S. stock futures advanced on Tuesday, as the Dow Jones, Nasdaq 100, and S&P 500 indices rose, following Monday's lower close.

Economist Mark Zandi Blames Trump Tariffs, Restrictive Immigration Policies for Higher Cost of Living: 'High Inflation Is a Policy Choice'
Economist Mark Zandi Blames Trump Tariffs, Restrictive Immigration Policies for Higher Cost of Living: 'High Inflation Is a Policy Choice'

Economist Mark Zandi reveals why high inflation is a "policy choice," driven by tariffs and strict immigration laws raising living costs.

Ahead Of Earnings (Video): Compute, Memory And The AI Infrastructure Buildout
Ahead Of Earnings (Video): Compute, Memory And The AI Infrastructure Buildout

Stay ahead of the AI trade with ETF and index ideas, earnings watchpoints, and chip capex trends—plus Apple, Nvidia and AMD competition updates. Click for more.

What Past Sector Concentrations Tell Us About Today's Tech-Heavy S&P 500
What Past Sector Concentrations Tell Us About Today's Tech-Heavy S&P 500

The S&P 500’s 12-month rolling correlation with the Nasdaq-100 reached an all-time high of 0.98 in March 2026, as Information Technology now accounts for nearly 40% of the index.

7 Things To Watch For After The Fed Announces July Interest Rate Decision
7 Things To Watch For After The Fed Announces July Interest Rate Decision

Markets expect the Fed to hold rates at 3.50–3.75%. See what it means for tech, small caps, and energy hedges amid oil and inflation. Click to read more.

ValuEngine Weekly Market Summary And Commentary
ValuEngine Weekly Market Summary And Commentary

U.S. equity markets were mixed this week, with continued pressure on growth-oriented benchmarks offset by strength in defensive, industrial, and energy-related sectors.

What Past Sector Concentrations Tell Us About Today's Tech-Heavy S&P 500
What Past Sector Concentrations Tell Us About Today's Tech-Heavy S&P 500

The S&P 500’s 12-month rolling correlation with the Nasdaq-100 reached an all-time high of 0.98 in March 2026, as Information Technology now accounts for nearly 40% of the index.

BlackRock’s Nasdaq ETF Challenger Is Growing — But QQQ Still Pulls 300× More Inflows
BlackRock’s Nasdaq ETF Challenger Is Growing — But QQQ Still Pulls 300× More Inflows

BlackRock's IQQ is gaining consistent inflows, while Invesco's QQQ remains the dominant Nasdaq-100 ETF despite cheaper rivals.

AI Is Killing Stocks, But Not The Way You Think
AI Is Killing Stocks, But Not The Way You Think

The current market is attractively valued, with the S&P 500's top 10 trading at a 21x P/E, far below 1999 bubble levels. Click here to read more.

1 Monthly-Paying ETF Retirees Are Buying Hand Over Fist, and the 1 Thing They’re Giving Up
1 Monthly-Paying ETF Retirees Are Buying Hand Over Fist, and the 1 Thing They’re Giving Up

Retirees are snapping up JEPQ for its generous monthly payouts, but the mechanics hiding inside a covered-call fund make a specific and costly promise during the very market moments that matter most to a retirement portfolio.

Millions of 401(k) Holders Were Forced to Buy SpaceX at $160. They’ve Already Lost More Than $1 Billion.
Millions of 401(k) Holders Were Forced to Buy SpaceX at $160. They’ve Already Lost More Than $1 Billion.

A quiet rule change this month forced millions of retirement savers into one of the most hyped IPOs in years, and the stock has been sliding ever since. Your 401(k) may already be underwater on a position you never agreed to hold.

QUICK SPARK: Semiconductor ETFs Dominate Inflows As SOXX, SOXL Pull In Over $2.1 Billion in One Day
QUICK SPARK: Semiconductor ETFs Dominate Inflows As SOXX, SOXL Pull In Over $2.1 Billion in One Day

Semiconductor ETFs SOXX and SOXL attracted more than $2.1 billion combined on Monday, while IVV and GLD led redemptions.

What Is Going on With Arm Holdings Stock on Tuesday?
What Is Going on With Arm Holdings Stock on Tuesday?

Arm Holdings stock fell over 9% as AI trade jitters hit tech shares. Get key insights on technical levels, earnings estimates, and analyst targets ahead of results.

What Past Sector Concentrations Tell Us About Today's Tech-Heavy S&P 500
What Past Sector Concentrations Tell Us About Today's Tech-Heavy S&P 500

The S&P 500’s 12-month rolling correlation with the Nasdaq-100 reached an all-time high of 0.98 in March 2026, as Information Technology now accounts for nearly 40% of the index.

What's Going on With Arm Stock Wednesday?
What's Going on With Arm Stock Wednesday?

ARM stock falls premarket after a massive rally. Read the latest ARM stock analysis, price targets, and technical outlook.

What Is Going On With Arm Stock On Tuesday?
What Is Going On With Arm Stock On Tuesday?

Arm Holdings stock jumped over 4% on Tuesday as investors consider the company's vital CPU role in rising AI rack-scale platforms.