Looking back to the 1990s need not be just a matter of nostalgia. Those too young to have lived it envy the fortunes made as technology firms grew. Seasoned investors who worked through the cycle can warn us of the pain of a correction. Along the way, the cycle taught useful lessons.
Costing tens of thousands of dollars each, Nvidia Corp.’s pioneering AI chips make up a hefty chunk of the $400 billion that Big Tech plans to invest this year — a bill expected to hit $3 trillion by 2029.
First, it would mean lower monthly payments, unless interest rates rise a lot. Yes, buyers who stay in their home for 50 years and pay off their mortgage over that time will pay much more in interest than they would have with a 30-year mortgage.
Although the stability of the consumer depends on its ability to generate labor income, i.e., wages and salaries, households’ financial conditions are very important in supporting the stability of consumption.
he dollar is regaining its crown as one of the world’s most appealing assets, defying talk of a “Sell America” trade that had raised troubling questions about the outlook for the global reserve currency.
VettaFi recaps key takeaways from energy infrastructure MLPs and corporations third-quarter 2025 earnings calls.
Solana and Ethereum are challenging Bitcoin's dominance among institutional investors. CoinShares' latest survey reveals fund managers are increasingly choosing these alternatives for their growth potential.
On this special episode of the “ETF of the Week” podcast, VettaFi’s Head of Research, Todd Rosenbluth, discussed record ETF inflows with Chuck Jaffe of Money Life. The pair discussed why this might be happening, highlighted some standout funds, and more.
Todd Rosenbluth, Head of Research at VettaFi, discusses recent ETF milestones and the top stories from ETFTrends.com. Paul Baiocchi, Head of Fund Sales and Strategy at SS&C ALPS Advisors, shares his key ETF takeaways from 2025 and offers a look ahead to 2026.
In anticipation, Nasdaq is looking to add not only in the exchange-traded product group in the coming weeks, but also in the legal and compliance side, according to Giang Bui, head of US equities and exchange-traded products. The exchange hired Kristian D’Agostino as senior director of ETFs last week.
The thesis is simple. Apple will benefit as it taps other companies’ models to deliver AI features to its millions of customers while avoiding much of the heavy spending required to develop its own capabilities, which is what many of its megacap peers are doing.
SoftBank Group Corp. sold its entire stake in Nvidia Corp. for $5.83 billion to help bankroll AI investments, even as investors question the amount of capital pouring into a technology with uncertain returns.
First and perhaps most importantly, model portfolios aren’t chasing clients away. In fact, a slew of studies and surveys confirm clients are more than fine with model portfolios. That’s because above investment performance, they prize advisors’ communication skills, trustworthiness, and other “soft skills.”
Sports wagering has come a long way since then. Global revenue derived from this activity now exceeds $100 billion, and is expected to grow exponentially in the years ahead.
Credit cycles happen. Defaults happen. But negotiated loan structures, lender protections and long-term capital make private credit uniquely resilient
For more than a century, New York City has stood as the beating heart of global capitalism. That’s why this month’s election of Zohran Mamdani, a self-described Democratic Socialist, as the city’s next mayor has sent shockwaves through America’s business and investing community.
A recent poll of financial advisors confirms that interest in the “nuclear renaissance” investment case is driven by several distinct tailwinds. When asked what they find most interesting about the sector, the responses revealed enthusiasm for new technology, built upon an appreciation for the fundamental benefits of nuclear power.
Join Matt Kaufman, Head of ETFs at Calamos, to explore how autocallable income strategies seeks high, stable monthly income with tax-deferred distributions, no K-1s, and no investment minimums.
Ignoring individual stocks may reduce risk, but it may also reduce engagement, which could lead to reckless decisions. A wise investor can own both index funds and individual stocks, just in the right proportions and for adequate holding periods.
This session examines what's actually deployable versus what remains years away, and how America's looming labor shortage is accelerating adoption.
The US government is still days away from reopening as the Senate winds its way through potentially time-consuming procedures and House members travel back to Washington to vote for the first time since Sept. 19.
If owning a home is still the American dream, then it is increasingly out of reach for many young Americans. The average age of a first-time homebuyer is now 40, up from 33 just a few years ago and 29 in 1981.
Anduril Industries Inc. founder Palmer Luckey, Lockheed Martin Corp., Palantir Technology Inc.’s Shyam Sankar and other investors are putting $130 million into Valar Atomics, a nuclear startup that’s aiming to build thousands of advanced nuclear fission reactors within a decade.
Adam Giddens used to mainly rely on screening services and social-media buzz when looking for stocks to buy. Lately, though, he’s turned his attention to a different kind of influencer: Donald Trump.
When it comes to inflows, it seems like ETFs are content with beating themselves. After a record 2024 that saw inflows amass just under $1.14 trillion, ETFs did it again by edging past that level today. And they’re not done. State Street Investment Management is projecting total inflows could end the year at $1.4 trillion.
To better understand how the AI industry is funding itself and the potential risks involved, we believe it is helpful to draw on historical context from the dot-com bubble, when similar deals were common amid a thriving technology sector.
Last week’s economic data sent mixed signals. Consumer sentiment plummeted to a near-record low on economic anxiety, and the manufacturing sector continued its long contraction.
The recent fun and games involving the NBA and the gambling indictments are certainly amusing on their own merits, but do they say something else?
Actively managed ETFs, particularly those of the fixed income variety, are among the fastest-growing ETF segments today. That growth has been facilitated in part by advisors moving away from higher-fee mutual funds and issuers converting popular mutual funds to the ETF wrapper, among other factors.
After implementing the first interest rate cut of the year, the prospect of further easing by the U.S. Federal Reserve could make fixed income investors nervous.
MPLX (MPLX) has reported third-quarter 2025 financial results that aligned with market expectations. MPLX has recently announced positive updates for investors, including a 12.5% increase in its unitholder distribution and a strategic new opportunity to support data centers in Texas.
After the first rate cut of 2025 and the prospect of more rate cuts to come, the capital markets are now wondering at what pace the U.S. Federal Reserve will institute them. For fixed income investors looking for options that balance credit quality and yield, municipal bonds should be considered.
A sad chapter in Boeing Co.’s history closed on Thursday when a federal judge approved a non-prosecution agreement with the Department of Justice that drops criminal charges against the company for failures of its aircraft design and manufacturing process that led to two deadly crashes and an inflight accident that by miracle didn’t kill anyone.
For many crypto investors, it’s fine to focus on Bitcoin and Ethereum. After all, those two assets combine for nearly $2.7 trillion of the crypto universe’s total market capitalization of $3.75 trillion. “Dominant” doesn’t begin to underscore the status of bitcoin and ether.
This lack of transparency around private assets has helped the industry grow and innovate; it has also created a rapidly expanding multi-trillion-dollar black box that could pose systemic risks.
We often hear about the Fed chair, but who are the governors at the Fed and what is their role? Recent events have raised the profile of other Fed interest rate voters.
U.S. tech equities driven by the artificial intelligence (AI) theme have been a prime catalyst for market gains this year. Have valuations exceeded their underlying fundamentals? If so, one potential avenue to diversify tech exposure is the Invesco China Technology ETF (CQQQ).
The all-ETF portfolio is becoming a reality, as product offerings have evolved into a comprehensive tool kit for total portfolio construction.
For investors, a concentrated portfolio of equity-market winners tends to work just fine — until it doesn’t. At the moment, the S&P 500 is a case in point: Its earnings remain both spectacular and spectacularly concentrated around the artificial intelligence story.
Investors’ certainty that the Federal Reserve would follow its recent interest-rate cut with another in December has evaporated.
There is (another) framework for a deal with China. That is a positive for risk markets. There is increasing evidence of waning tariff effects on company earnings and outlooks. That is a positive for risk markets. The interaction of the two is by far the most intriguing.
Financial markets are obsessed with AI, and the broader public is aware of its looming impact on jobs and wages. Yet for the Federal Reserve, the concern has barely registered.
Though many AI-related stocks continued to struggle, including Advanced Micro Devices despite solid earnings, indexes rebounded early as a private jobs report exceeded forecasts.
It’s been a good year for international equity ETFs. As a category, broad exposure funds tapping into both developed and emerging market equities have delivered outsized gains relative to U.S. markets this year, as well as much sought portfolio diversification.
The Federal Reserve’s (Fed) balance sheet runoff — commonly referred to as quantitative tightening (QT) — is set to conclude on December 1. Since initiating QT, the Fed has reduced its balance sheet by over $2 trillion, largely through the drawdown of its overnight reverse repo program (O/N RRP).
It's been a minute since we’ve touched on traditional stock splits. Our last look at this type of share-price engineering came in Q2, when reverse ETF splits were happening all around us. For individual investors, when a company’s management team chooses to split its stock, it can have more impactful implications for longer-run returns.
Wall Street excels at creating catch phrases. The latest one is the “debasement trade.” JP Morgan analysts coined the term earlier this year. Thanks to macroeconomic and geopolitical factors such as lower interest rates, rising fiscal deficits, trade policies, and global geopolitical tensions, concern is rising about the debasement or devaluation of fiat currency.
Big tech names performed strongly last week, carrying the S&P 500 into positive territory. Fears of an AI bubble are making investors wary of the breakneck pace of capital expenditures. Amazon’s (AMZN) stellar earnings after Thursday’s close indicate the capex boom is pressing on, however.
Even with the government shutdown casting a shadow over Washington D.C., equity markets have continued their upward march, fueled by a trifecta of positive surprises: cooler-than-expected inflation, another rate cut by the Federal Reserve (Fed) and easing trade tensions.
Open enrollment is a crucial time to review and choose employee benefits. It's an opportunity to make informed decisions that can significantly impact your financial and health well-being.
