AI has been the big story for markets in 2025. From the hyperscalers to the countless ways AI can boost productivity across market segments, AI technology has helped drive performance for investors and the stock market more broadly. The AI ETF landscape has...
By Jeremy Schwartz, CFA, Global Chief Investment Officer; Jeremy Siegel, WisdomTree Senior Economist; Samuel Rines, Macro Strategist, Model Portfolios; Jeff Weniger, CFA, Head of Equity Strategy Key Takeaways China’s control over rare earths presents a strategic vulnerability for the U.S. Professor Siegel has...
Five of the so-called “Magnificent Seven” firms reported earnings this week in a major milestone for 2025’s economic narrative. Apple (AAPL), Amazon (AMZN), Microsoft (MSFT), Google (GOOGL), and Meta (META) all shared their earnings, offering some important insights into key tech firms amid...
Rising electricity demand continues to be a key trend for investors to watch, with the latest news revolving around Google (GOOG). GOOG, a key AI hyperscaler, announced a collaboration with NextEra Energy (NEE) for the restart of the Duane Arnold nuclear plant earlier...
The 10-year note jumped to its highest level in nearly three weeks while the 2-year note climbed to its highest level in over a month this week. The yield on the 10-year note finished October 31, 2025 at 4.11% while the 2-year note...
The S&P 500 finished the month of October on a positive note, ultimately finishing up 2.3% from September. The index posted a weekly gain of 0.7%, its fourth in the past five weeks. Here is a snapshot of the index from the past...