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DeepSeek Shakes Markets in 2025

On January 27, 2025, a relatively unknown Chinese-based artificial intelligence company shook up Wall Street. At the time, the AI buildout was in the early innings,

Designed to provide broad exposure to the Small Cap Blend segment of the US equity market, the Vanguard S&P Small-Cap 600 Index Fund ETF Shares (VIOO) is a passively managed exchange traded fund

Designed to provide broad exposure to the Style Box - Large Cap Growth category of the market, the Nuveen ESG Large-Cap Growth ETF (NULG) is a smart beta exchange traded fund launched on 12/13/2016.

Launched on March 1, 2006, the Invesco S&P 500 Pure Growth ETF (RPG) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Growth segment of the US equity

Designed to provide broad exposure to the Large Cap Blend segment of the US equity market, the State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) is a passively managed exchange traded

Crescent Energy Company CRGY is set to release second-quarter 2026 results on Aug. 3. The Zacks Consensus Estimate for the to-be-reported quarter is pegged at a profit of 59 cents per share on

Diamondback Energy FANG is set to release second-quarter 2026 results on Aug. 3. The Zacks Consensus Estimate for the to-be-reported quarter is pegged at a profit of $6.08 per share on revenues of

Designed to provide broad exposure to the Mid Cap Value segment of the US equity market, the Invesco S&P MidCap Value with Momentum ETF (XMVM) is a passively managed exchange traded fund launched on

Designed to provide broad exposure to the Style Box - All Cap Blend category of the market, the FlexShares Quality Dividend ETF (QDF) is a smart beta exchange traded fund launched on 12/14/2012.

Designed to provide broad exposure to the Precious Metals ETFs category of the market, the Invesco DB Precious Metals ETF (DBP) is a smart beta exchange traded fund launched on 01/05/2007.

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Fidelity National Information Services, Inc. FIS is set to report second-quarter 2026 results on Aug. 4, 2026, before the opening bell. The Zacks Consensus Estimate for the to-be-reported quarter’s

The Clorox Company CLX is scheduled to report fourth-quarter fiscal 2026 results on Aug. 3, after market close, and is likely to have registered declines in the top and bottom lines.The Zacks

Skyward Specialty Insurance Group, Inc. SKWD is set to report its second-quarter 2026 results on Aug. 4, 2026, after the closing bell. The Zacks Consensus Estimate for the to-be-reported quarter’s

GlobalFoundries Inc. GFS is set to report second-quarter 2026 results on Aug. 5, before the opening bell. In the trailing four quarters, the company delivered an earnings surprise of 13.97%, beating

APA Corporation APA is set to release second-quarter 2026 results on Aug. 5. The bottom-line estimate for the to-be-reported quarter is pegged at $1.85 per share on revenues of $2.4 billion.

Let us

Is this “AI” Cap-Ex boom bigger than the 1999 Internet boom?

U.S. macro data clearly says: YES!

Let’s dig into this now with our Chief Equity Strategist and Economist, John Blank.

1. You wrote

Designed to provide broad exposure to the Large Cap Growth segment of the US equity market, the Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) is a passively managed exchange traded fund

Designed to provide broad exposure to the Style Box - Large Cap Blend category of the market, the Invesco S&P 100 Equal Weight ETF (EQWL) is a smart beta exchange traded fund launched on 12/01/2006.

Diversified Energy Company DEC is set to release second-quarter 2026results on Aug. 5. The Zacks Consensus Estimate for the to-be-reported quarter is pegged at a profit of 20 cents per share on

Avnet AVT is scheduled to report fourth-quarter fiscal 2026 results on Aug. 5, before market open.

For the fourth quarter of fiscal 2026, AVT expects adjusted earnings per share between $1.70 and