Love seeing robotics entities hitting the social boards. AI boom round two imminentOpenMind (@openmind_agi):The OpenMind Leaderboard on @KaitoAI is LIVE!Let's see who will be OpenMind's top creators and yappers.We look forward to seeing all the buzz around robotics + AI + crypto. ...

Why the current AI boom shouldn't be compared with the environments seen in the late 1990s and late 2000s. ...

The AI boom has added $21trn to US stock values since ChatGPT launched. Actual AI revenue is a tiny fraction of that. On this week’s “Money Talks”, we try to make the maths add up https://t.co/Z5OzOeASfV ...

Europe is striving to claim a piece of the global AI boom, but remains dependent on US firms like Nvidia and OpenAI https://t.co/ybNEk7V1UC ...

Core Viewpoint - A significant market downturn occurred on October 10, 2025, with approximately $2 trillion in market value lost due to President Donald Trump's comments regarding potential tariff increases on Chinese products, leading to heightened fears of a renewed U.S.-China trade war [1][2]. Market Impact - The S&P 500 dropped 2.7%, marking its steepest decline since April, while the Nasdaq Composite fell 3.56%, the Dow Jones Industrial Average decreased by 1.9%, and the Russell 2000 declined by 3% [1]. Investor Sentiment - Prior to Trump's post, investor sentiment was relatively optimistic regarding trade tensions, bolstered by exemptions on key goods like Apple's iPhones. The sudden announcement of potential tariffs disrupted this complacency, causing a significant sell-off in risk-on assets [3]. Winning ETF Areas - **Silver**: The Physical Silver ETF (SIVR) rose by 1.4% due to tightening supply, increased industrial demand, and strong ETF inflows, particularly from sectors like solar, EVs, and 5G [4]. - **Defensive ETFs**: The Active Bear ETF (HDGE) and Cambria Tail Risk ETF (TAIL) increased by approximately 3.1% and 2%, respectively, as investors sought defensive positions amid market volatility [5]. - **Uranium**: The Sprott Junior Uranium Miners ETF (URNJ) and Global X Uranium ETF (URA) saw gains of about 0.8% and 0.7%, respectively, driven by rising demand and supply constraints [6]. - **Municipal Bonds**: The National Amt-Free Municipal Bond Invesco ETF (PZA) and Franklin Liberty Municipal Bond ETF (FLMB) each gained about 0.3%, benefiting from the ongoing Fed rate cuts and favorable SALT deduction legislation [8][9]. - **Vietnam**: The Vaneck Vietnam ETF (VNM) advanced by 1.2% following FTSE Russell's decision to upgrade Vietnam's market classification, which is expected to attract significant investment inflows [10][11].

Heartland Advisors, an investment management company, released its “Heartland Mid Cap Value Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The portfolio increased 1.63% in the quarter, lagging behind the Russell Midcap® Value Index’s 6.18% gain. Stock selection was the primary contributor to the underperformance. The market witnessed the trends from Q2 accelerate, with optimism about the AI boom and rising electricity demand pushing large- and mid-cap growth stocks to ...

Heartland Advisors, an investment management company, released its “Heartland Mid Cap Value Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The portfolio increased 1.63% in the quarter, lagging behind the Russell Midcap® Value Index’s 6.18% gain. Stock selection was the primary contributor to the underperformance. The market witnessed the trends from Q2 accelerate, with optimism about the AI boom and rising electricity demand pushing large- and mid-cap growth stocks to ...

Heartland Advisors, an investment management company, released its “Heartland Mid Cap Value Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The portfolio increased 1.63% in the quarter, lagging behind the Russell Midcap® Value Index’s 6.18% gain. Stock selection was the primary contributor to the underperformance. The market witnessed the trends from Q2 accelerate, with optimism about the AI boom and rising electricity demand pushing large- and mid-cap growth stocks to ...

A spate of unusual deals within the AI ecosystem has recently fueled concern that the AI boom is actually an AI bubble, but some professional market watchers say this isn't 1999—at least not yet. https://t.co/vzyUeRpmvQ ...

Let's talk more markets with Sylvia Dublonsky. Right now she is the CEO and chief investment officer of Defiance ETFs and Silia that's been a pretty constant theme for several months at this point that you know the high end is doing very well that consumers at the lower end of the economy are not. How does that play out in terms of one the economy and what that means for the markets.Secondly, yes, good morning Becky. Well, I think that overall consumer the consumer has res remained pretty resilient and cons ...