Dan Ives Says Salesforce, ServiceNow Sell-Off Is Overdone — ETFs With Exposure Back In Focus
A recent Wedbush report by analyst Dan Ives suggests the sell-off in enterprise software stocks is exaggerated, emphasizing that the AI investment cycle is in its early stages. Increased spending from tech giants and growth in AI-focused ETFs could benefit sectors like semiconductor, cloud, and cybersecurity, presenting opportunities for diversified investors.
American Battery Technology: Prove The Process
American Battery Technology Company (ABAT) focuses on recycling lithium-ion batteries and developing a closed-loop supply chain. While revenues are modest, with a net loss of $19.6M, the company has potential due to government support. Success hinges on optimization of its recycling process. Risks include cash burn and contract reliability.
Globalization Is Breaking – And It Changed The Way I Invest
The article discusses the shifting global political landscape, focusing on the changing relationship between China and the U.S. It highlights China’s growing influence across various sectors, including technology and agriculture, as well as supply chain dynamics. The author emphasizes investment opportunities in infrastructure and transportation amid these geopolitical changes, while cautioning about long-term risks inherent…
Palantir: AI SaaS Winner Still Expensive – Bull Trap Plays Out
Palantir Technologies has shown strong performance with significant revenue growth, but concerns over high valuations and market volatility lead to a reiterated Hold rating. Despite promising FY2026 guidance and a solid balance sheet, the risks of potential capital losses and a maturing growth profile suggest a cautious approach remains warranted.
An Advisor’s Roadmap to AI Integration From Vanguard’s CIO
Artificial intelligence (AI) is transforming financial advisory firms by enhancing operations and client interactions. Vanguard’s CIO, Lauren Wilkinson, emphasizes the importance of integrating AI strategically from leadership downwards. Successful adoption involves organizing data and maintaining a focus on relationship-building, ensuring AI serves as a tool to augment, not replace, human advisors.
AI Euphoria Is About To Hit A Speed Bump
The AI market is experiencing volatility, driven by fears of disruption from Agentic AI and concerns over investor sentiment regarding companies with ties to OpenAI. Despite short-term uncertainty, long-term growth persists, particularly in semiconductor and hyperscaler sectors. TSMC’s outlook reinforces AI as a multi-year trend, though ROI and capex scrutiny remain critical.
AI Data Centers Fuel Clean Energy ETF Rally
The ALPS Clean Energy ETF (ACES) increased 9.26% in January due to heightened investor interest in clean energy infrastructure for AI data centers. The fund, tracking various clean energy sectors, reported a 36.2% annual return, significantly outperforming the S&P 1000. Key contributors included Fluence Energy and Eos Energy Enterprises.
Launching an ETF Using a White Label Platform in 2026
The U.S. ETF market has surpassed $13 trillion in assets, with over 4,800 ETFs available. While launching an ETF is complex due to regulatory and operational demands, firms can choose between building infrastructure, advising series trusts, or partnering with white label platforms for efficiency and scalability. Tidal Financial Group exemplifies a strategic partner in this…
Merck: The Spike Doesn’t Make It Overvalued
Merck & Co., Inc. has experienced a nearly 50% share price increase over six months, driven by strong quarterly sales of $16.4 billion and promising long-term growth despite challenges like the Keytruda patent cliff and competition in its vaccine business. The company anticipates continued shareholder returns and a solid dividend yield.
IDVO Vs. DIVO: Why The International Twin Is Currently Outperforming Its U.S. Counterpart
The Amplify CWP International Enhanced Dividend Income ETF (IDVO) and Amplify CWP Enhanced Dividend Income ETF (DIVO) are similar in strategy but differ in regional focus. IDVO targets international stocks while DIVO focuses on US companies. Both receive a “Buy” recommendation, with IDVO currently outperforming DIVO due to its diversification benefits and higher growth potential.
I’ve Never Been More Bullish On Covered Call ETFs Than Now (But With One Caveat)
Covered call ETFs are favored for high-income investors, especially in volatile markets. They provide enhanced downside protection and attractive yields, though they can cap upside potential. Despite their popularity, many are tied to overvalued AI stocks. Diversifying into lesser-known, non-AI linked options may mitigate risk and enhance returns.
Pinterest’s Business Model Doesn’t Fit Typical Social Media Valuations
Pinterest, Inc. has seen improved margins and revenue growth, particularly in Europe and internationally, despite its narrow monetization base. While the stock appears cheap relative to earnings, its valuation reflects the market’s cautious stance on the sustainability of recent profitability. Investors seek evidence of enduring revenue growth and margin stability before reassessing its value.
AI Robotics Investment Opportunities Extend Beyond Big Tech
The Winter Symposium panel highlighted investment opportunities in the AI and robotics sectors beyond major tech firms. Experts stressed the importance of diverse ecosystems, including component manufacturers and healthcare robotics. They advocated for ETFs that provide comprehensive exposure to the industry’s value chain rather than stock picking, emphasizing global innovation.
I Went To Luckin Coffee And Starbucks: Why I Am Choosing Their Coffee Over Both Shares
The author shares a personal experience comparing Luckin Coffee and Starbucks after a trip to Singapore. While Luckin Coffee focuses on digitized, quick service with lower prices, Starbucks emphasizes a dine-in experience. Despite faster growth for Luckin, the author prefers to avoid investing in either due to market competitiveness and past controversies.
Meta Outlook Firmly Reaffirmed
Meta Platforms Inc. continues to capitalize on AI-driven advertising technologies, achieving substantial growth in engagement and revenue. However, rising infrastructure costs and capital expenditures pose significant risks to profitability. While AI advancements are currently enhancing ad efficiency and engagement, future revenue growth must sustain these investments for continued success.