|
|
| ▲ S&P 500 |
6,616.85 |
+0.08% |
| ▲ Nasdaq |
22,017.85 |
+0.10% |
| ▼ Dow |
46,584.46 |
-0.18% |
| ▼ 10-Year |
4.303% |
-0.032 |
| ▲ Gold |
4,733.30 |
+1.04% |
| ▼ Bitcoin |
69,284.97 |
-0.67% |
*All data as of the previous day’s market close.
|
After years of lagging, international equities have come roaring back and are now outperforming the US. A big reason is that they’ve been cheaper, could benefit from a weaker dollar, and help diversify portfolios that have been heavily tilted toward US equities. Interestingly enough, while most have their attention on the US market, it has actually generated one of the lowest returns globally last year. |
The Canadian dollar has bounced back slightly, but analysts aren’t convinced it can fully recover, even with higher oil prices. A weaker economic outlook, lower interest rate expectations, and ongoing uncertainty around trade and the labour market are all holding it back. Some analysts expect it to remain under pressure even after the conflict settles. |
Elon Musk’s “Terafab” is a massive project combining Tesla, SpaceX, and xAI to build chips entirely in-house, aiming to solve supply shortages and power future AI, robotics, and space ambitions. The facility could cost up to $25 billion and would produce advanced chips needed for things like self-driving cars, humanoid robots, and even space-based data centers. Elon is trying to vertically integrate everything and scale computing power massively, as demand—especially from robots like Optimus—could far exceed what current chipmakers can supply. |
Netflix is focusing on growing revenue from its existing users instead of big deals, using price hikes (like the ones announced last week), ads, and live content like sports to drive growth. Since it could boost profits, especially with help from AI and new ad revenue, investors are buying the move with its stock still up YTD amid big tech pullbacks. The key idea is that Netflix is becoming a more stable and “must-have” service. |
The best-performing ETF so far this year is still the Breakwave Tanker Shipping ETF (BWET), which skyrocketed 411% as the Iran war sent crude shipping rates through the roof. Most of the other top performers are leveraged energy ETFs, including oil and big energy stocks, which rode the surge in oil prices. A few non-energy plays, like ETFs tied to data center and semiconductor equipment companies, also saw gains above 100%, showing that strong sector-specific trends can drive outsized returns. |
Roundhill just launched the Roundhill Memory ETF (DRAM), giving investors a focused way to invest in memory chip and storage companies, including Micron, Samsung, and SK Hynix. These firms have been major winners from the AI boom, but until now, US investors have had limited ways to access Samsung and SK Hynix directly. The ETF isn’t just about high-bandwidth memory—it also includes NAND and storage companies, offering a broader play on the memory and storage sector. |
Investing used to be expensive and hard to access, but today things like ETFs, fractional shares, and zero-commission trading have made it easy for almost anyone to get in, bringing more money into the market but also increasing risks like overtrading. The author compares this to AI, which is now lowering barriers to learning and building businesses, creating big opportunities while also raising concerns about overreliance and unknown long-term effects. |
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