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OpenAI Data Center Plans Highlight AI Investment Momentum

Back in the tail end of September, OpenAI made headlines once more when CEO Sam Altman made public an internal memo that outlined his ambitions for the company to possess 250 gigawatts of data center power capacity by 2033. To put this into...
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Baron Capital Expands Active ETF Lineup With Five Funds

Baron Capital launched five active ETFs, extending its long-term approach of investing in growth companies into the ETF wrapper, according to a Monday press release. The launch includes the Baron First Principles ETF (RONB), the Baron Global Durable Advantage ETF (BCGD), the Baron...
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World Markets Watchlist: December 15, 2025

Our global markets watchlist tracks nine prominent indexes from economies around the world. The list includes the S&P 500 from the United States, TSX from Canada, the FTSE 100 from England, the DAXK from Germany, the CAC 40 from France, the Nikkei 225...
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Columbia Threadneedle Expands ETF Roster With 6 New Funds

Columbia Threadneedle Investments just released six new ETFs, including five which are actively managed and one tied to an index. All funds target specific segments in the equities as well as the fixed income market. The launch of the new funds target key...
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What Needs to Happen for Agentic AI to Take Off

As the artificial intelligence (AI) space and the related investment thesis evolve at fevered pitches, market participants are increasingly curious about what the follow-up to generative AI will be. The answer largely revolves agentic AI, a form of AI that involves computers and...
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‘2-Speed’ Economy Is a Fed Conundrum

We Expect a Rate Cut This Week, US to Stay Out of Recession SUMMARY The US economy is a conundrum – growth is robust even as consumer confidence is poor. We believe this ‘two-speed’ economy is due to tech spending, as well as differing attitudes depending...
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