The S&P 500 allocates more than a third of its weight to tech stocks, or more than the weight commanded by the next three sectors combined. Fortunately, many small-cap indexes and the related ETFs are more sector-diverse. Even better news: products like the...
Artificial intelligence (AI) has significant energy demands and nuclear power is ready to oblige. Nuclear is carbon-free, dependable and inexpensive once plants come online. Those are among the reason why AI hyperscalers, including Alphabet (GOOGL), Amazon (AMZN), Meta Platforms (META) and Microsoft (MSFT),...
The Fed will announce yet another decision on rates this week, with markets largely expecting the central bank to stand pat. While the Fed could buck those expectations, rates will likely not shift more than 25 basis points (bps) if at all. Still,...
Income ETF strategies have become a key part of the portfolio toolbox in recent years. The ETF’s flexibility, and the ETF rule in 2019, have supercharged innovation as more shops look to join the competitive landscape. American Century Investments has been a big...
Ongoing hostilities following the U.S.-Israeli attack on Iran have had major ramifications for investors. The closure of the Strait of Hormuz has the potential to spark a global recession if it lasts too long. What’s more, the conflict has the further potential to...
Summary
Driven by broad electrification, industrial onshoring, and an unprecedented AI data center buildout, US electricity demand is experiencing a step-change in growth that the traditional power grid is struggling to accommodate.
To bypass utility grid bottlenecks and meet aggressive construction timelines, tech giants and...