Key Takeaways
Geopolitical events highlight the importance of energy security and diversified suppliers. The damage to energy infrastructure in the Middle East, particularly in Qatar, will have longer implications for liquefied natural gas (LNG) markets.
The supply disruptions generally make the U.S. and Canada more...
Today’s market uncertainty demands high-conviction trading. With the month of March coming to a close, the latest Direxion leveraged ETF fund flow data reveals a preference for semiconductors, international recovery, and specific high-growth mega-caps.
Courtesy of data from VettaFi Pro, the top five funds...
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...
Key Takeaways:
Bitcoin miners are pursuing over $70 billion in AI data center contracts to diversify revenue streams.
Mining companies could generate 70% of revenue from AI by year-end, up from 30% currently.
WGMI’s top holdings are converting power infrastructure to support artificial intelligence workloads.
Bitcoin miners...
Investors have no shortage of metrics to evaluate equities, but not all measures capture the same economic reality. In an environment defined by elevated capital spending and market concentration, earnings-based measures may not fully reflect how efficiently companies convert investment into cash.
Free cash...
The ALPS Nautilus SMR, Nuclear & Technology ETF (SMRF) replaced Taiwan Semiconductor Manufacturing Co. (TSM) with Broadcom Inc. (AVGO) during its March rebalancing, signaling a shift in how the month-old nuclear ETF approaches its technology sleeve.
The change reflects the fund’s focus on what...