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Is the AI Revolution Nearing a Dot-Com Correction?

The debate over whether artificial intelligence has entered bubble territory has reached a fever pitch. For this edition of Bull vs Bear, writers Nicholas Peters-Golden and DJ Shaw discuss the disconnect between infrastructure spending and software revenue. Rampant demand for stocks tied to A.I....
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Cryptocurrencies: Bitcoin Reaches 3-Week High

This weekly update tracks some of the largest cryptocurrencies by market share: bitcoin and ether. While both are considered to be high-risk when it comes to investing, the two have foundational differences that investors should know. We’ve also included XRP, as it was...
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In a Defensive March, These Space Stocks Orbited Outperformance

Global markets wrestled with volatility during the month of March, but a distinct pocket of strength emerged in the Procure Space ETF (UFO). The fund saw certain key constituents deliver strong returns during a month when investors sought shelter in safe haven assets. See...
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Dodd Kittsley on Why Active Management Is Back in Focus

In a recent webcast, Dodd Kittsley, director of ETF strategy at Davis Advisors, sat down with Cinthia Murphy, director of research at VettaFi, to unpack how active management is evolving — and where the Davis Select U.S. Equity ETF (DUSA) fits into that...
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“Industry of Industries” Keeps Humming Amid Market Volatility

Investors are starting to understand that robotics and AI each represent an industry of industries. Not a sector. Not a theme. The foundational technology stack that every other industry increasingly depends on. In Q1, the market decided to stress-test that thesis, and the...
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JSTC Shifts From Divestment to Collective Action

For many investors, the relationship with an ETF begins and ends with a ticker symbol: buy, hold, and watch the line — hopefully — trend upward. But for those holding the Adasina Social Justice All Cap Global ETF (JSTC), the firm’s 2025 Impact...
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