Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the State Street SPDR S&P 500 ETF Trust (Symbol: SPY) where we have detected an approximate $13 inflow -- that's a 1.7% increase week over week in ou
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the State Street SPDR S&P 500 ETF Trust (Symbol: SPY) where we have detected an approximate $13 inflow -- that's a 1.7% increase week over week in ou
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Capital Group Dividend Value ETF (Symbol: CGDV) where we have detected an approximate $406.4 million dollar outflow -- that's a 1.2% decrease week o
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Capital Group Dividend Value ETF (Symbol: CGDV) where we have detected an approximate $406.4 million dollar outflow -- that's a 1.2% decrease week o
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the GraniteShares 2x Long NVDA Daily ETF (Symbol: NVDL) where we have detected an approximate $252.9 million dollar outflow -- that's a 4.8% decrease we
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the GraniteShares 2x Long NVDA Daily ETF (Symbol: NVDL) where we have detected an approximate $252.9 million dollar outflow -- that's a 4.8% decrease we
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Schwab US Large-Cap ETF (Symbol: SCHX) where we have detected an approximate $644.1 million dollar inflow -- that's a 0.9% increase week over week in
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Schwab US Large-Cap ETF (Symbol: SCHX) where we have detected an approximate $644.1 million dollar inflow -- that's a 0.9% increase week over week in
AlexandrBognat/iStock via Getty Images It is never easy to step into gigantic shoes that were already stretched to their limits, but this is precisely what John Ternus will do this September, when he takes over from Tim Cook at Apple Inc. ( AAPL ) - just as Cook did when he took over from Jobs. These shoes are now more than ten times bigger, and it is now Ternus' time to steward the next phase of ...
AlexandrBognat/iStock via Getty Images It is never easy to step into gigantic shoes that were already stretched to their limits, but this is precisely what John Ternus will do this September, when he takes over from Tim Cook at Apple Inc. ( AAPL ) - just as Cook did when he took over from Jobs. These shoes are now more than ten times bigger, and it is now Ternus' time to steward the next phase of this phenomenal company's growth trajectory. My thesis on Apple has been bullish from when I initiated coverage in August of last year. Since that first article , AAPL is up 27 percent. That said, the success of this thesis is better measured in decades, and I strongly believe that the Ternus era will see some sorely needed hardware innovation come through the assembly line. A big part of that thesis is around how AAPL is now becoming an AI hardware ecosystem for multiple AI models to run on - for a fee, of course. Rather than throw money at AI by developing an in-house model, the company decided to build on its own strengths - design, hardware, software. The software component is mostly App Store-served third-party applications, but Apple does have a firm grip on its OS-specific software. The real driver of this engine, however, is a meld of design and hardware. Hardware design, essentially, because everything else is outsourced. I advance my thesis today as Ternus prepares to take over, and I want to emphasize the fact that he is inheriting an extremely well-oiled machine. The books are in better shape than ever, cash flow growth is strong, shareholders are getting their returns, and the flagship product has never been this successful. Having said all that, I still hesitate to upgrade it to a Strong Buy. It is not that I lack the conviction. My issue with an upgrade is that we are coming up on the iPhone's 20th anniversary over the next two product cycles, and I believe this is far more important a milestone than the company's 50th. For 2027, I foresee a skipping of iPhon...
AlexandrBognat/iStock via Getty Images It is never easy to step into gigantic shoes that were already stretched to their limits, but this is precisely what John Ternus will do this September, when he takes over from Tim Cook at Apple Inc. ( AAPL ) - just as Cook did when he took over from Jobs. These shoes are now more than ten times bigger, and it is now Ternus' time to steward the next phase of ...
AlexandrBognat/iStock via Getty Images It is never easy to step into gigantic shoes that were already stretched to their limits, but this is precisely what John Ternus will do this September, when he takes over from Tim Cook at Apple Inc. ( AAPL ) - just as Cook did when he took over from Jobs. These shoes are now more than ten times bigger, and it is now Ternus' time to steward the next phase of this phenomenal company's growth trajectory. My thesis on Apple has been bullish from when I initiated coverage in August of last year. Since that first article , AAPL is up 27 percent. That said, the success of this thesis is better measured in decades, and I strongly believe that the Ternus era will see some sorely needed hardware innovation come through the assembly line. A big part of that thesis is around how AAPL is now becoming an AI hardware ecosystem for multiple AI models to run on - for a fee, of course. Rather than throw money at AI by developing an in-house model, the company decided to build on its own strengths - design, hardware, software. The software component is mostly App Store-served third-party applications, but Apple does have a firm grip on its OS-specific software. The real driver of this engine, however, is a meld of design and hardware. Hardware design, essentially, because everything else is outsourced. I advance my thesis today as Ternus prepares to take over, and I want to emphasize the fact that he is inheriting an extremely well-oiled machine. The books are in better shape than ever, cash flow growth is strong, shareholders are getting their returns, and the flagship product has never been this successful. Having said all that, I still hesitate to upgrade it to a Strong Buy. It is not that I lack the conviction. My issue with an upgrade is that we are coming up on the iPhone's 20th anniversary over the next two product cycles, and I believe this is far more important a milestone than the company's 50th. For 2027, I foresee a skipping of iPhon...
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the VanEck Agribusiness ETF (Symbol: MOO) where we have detected an approximate $163.9 million dollar outflow -- that's a 14.4% decrease week over week
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the VanEck Agribusiness ETF (Symbol: MOO) where we have detected an approximate $163.9 million dollar outflow -- that's a 14.4% decrease week over week
Looking at units outstanding versus one week prior within the universe of ETFs covered at ETF Channel, the biggest outflow was seen in the Schwab Fundamental U.S. Large Company Index, where 43,700,000 units were destroyed, or a 5.1% decrease week over week. Among the largest un
Looking at units outstanding versus one week prior within the universe of ETFs covered at ETF Channel, the biggest outflow was seen in the Schwab Fundamental U.S. Large Company Index, where 43,700,000 units were destroyed, or a 5.1% decrease week over week. Among the largest un
Comparing units outstanding versus one week ago at the coverage universe of ETFs at ETF Channel, the biggest inflow was seen in the Schwab 5-10 Year Corporate Bond ETF, which added 39,900,000 units, or a 8.7% increase week over week. And on a percentage change basis, the ETF
Comparing units outstanding versus one week ago at the coverage universe of ETFs at ETF Channel, the biggest inflow was seen in the Schwab 5-10 Year Corporate Bond ETF, which added 39,900,000 units, or a 8.7% increase week over week. And on a percentage change basis, the ETF
Constitution River heads Aidan O’Brien’s Derby contenders but Maltese Cross is one to watch, while Legacy Link has pedigree for the Oaks 1. Constitution River Timeform rating: 124p. Derby odds: 6-1. Trainer: Aidan O’Brien. Pedigree: Wootton Bassett x Chuppy (Le Havre) There’s no doubt about the “wow” performance of trials season: tactical speed, balance and a finishing kick, Constitution River had...
Constitution River heads Aidan O’Brien’s Derby contenders but Maltese Cross is one to watch, while Legacy Link has pedigree for the Oaks 1. Constitution River Timeform rating: 124p. Derby odds: 6-1. Trainer: Aidan O’Brien. Pedigree: Wootton Bassett x Chuppy (Le Havre) There’s no doubt about the “wow” performance of trials season: tactical speed, balance and a finishing kick, Constitution River had it all in a seven-length rout for the Dee Stakes at Chester, with a big timefigure to back up the form. But when was life ever that simple? An entry over a mile at Royal Ascot hints at stamina doubts, and current thinking seems to be leaning towards the 10-furlong French Derby on 31 May. Continue reading...
Your goal as an investor is to make money, hopefully by buying quality stocks and holding them for many years. And while you don’t necessarily want to try timing the market, it’s important to know when stocks are overvalued on a whole. Overvalued stocks are a problem because they represent a disconnect from fundamentals like ... Forget the CAPE Ratio. This Other Buffett Indicator Just Crossed a Li...
Your goal as an investor is to make money, hopefully by buying quality stocks and holding them for many years. And while you don’t necessarily want to try timing the market, it’s important to know when stocks are overvalued on a whole. Overvalued stocks are a problem because they represent a disconnect from fundamentals like ... Forget the CAPE Ratio. This Other Buffett Indicator Just Crossed a Line
J Studios/DigitalVision via Getty Images There’s still no sign of a deal to end the Iran war, inflation is heating up again and the Federal Reserve may be pushed to raise interest rates. Despite all the uncertainty, the U.S. stock market has still scaled new peaks, even as there was some pullback on Friday. All three benchmark indices – S&P 500 ( SP500 ), Dow ( DJI ) and Nasdaq Composite ( COMP:IN...
J Studios/DigitalVision via Getty Images There’s still no sign of a deal to end the Iran war, inflation is heating up again and the Federal Reserve may be pushed to raise interest rates. Despite all the uncertainty, the U.S. stock market has still scaled new peaks, even as there was some pullback on Friday. All three benchmark indices – S&P 500 ( SP500 ), Dow ( DJI ) and Nasdaq Composite ( COMP:IND ) – notched fresh record highs this week alone. The biggest driver is the AI trade, fueled by strong earnings momentum, robust demand and aggressive AI infrastructure spending. Investor optimism has grown so much that AI-related industries now represent more than half of the S&P 500. Among the Magnificent 7 stocks, Amazon ( AMZN ), Alphabet ( GOOGL ) and Nvidia ( NVDA ) have logged the biggest gains since the Iran war broke out, rising around 30% each from Feb. 28 to May 14. Other notable stocks supercharged by the AI trade during this period include Intel ( INTC ) +154%, Sandisk ( SNDK ) +114%, AMD ( AMD ) +114%, Seagate ( STX ) +90%, Micron ( MU ) +77%, Dell ( DELL ) +61%, Ciena ( CIEN ) +61%. Magnificent 7 valuation (Seeking Alpha) More on AI trade Best Of AI: Highest Quant-Rated Semiconductor Stocks The Great Shift From Tech To Real Assets Is Beginning This Market Rally Is Overextended And Due For A Correction AI chip rally widens beyond Nvidia, Tech Contrarians says Nvidia, AMD still BofA's top chip stocks as AI to stay 'stronger for longer'