The last thing a diversified fund manager wants is to run a portfolio dominated by just seven technology companies — all American, all megacap, clustered in the same corner of the economy. Yet as the S&P 500 pushed to fresh records this week, investors were again forced to confront a painful reality: Keeping pace with the market has largely meant owning little else.A small, tightly linked group of tech super stocks accounted for an outsize share of returns in 2025, extending a pattern in place for the bette ...

There were two major energy-related initial public offerings in 2025, and both have been busts. ...

Crude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ stock model account, in-depth cash flow analyses of E&P firms, and live chat discussion of the sector.Sign up today for your two-week free trial and get a new lease on oil & gas! ...

Crude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ stock model account, in-depth cash flow analyses of E&P firms, and live chat discussion of the sector.Sign up today for your two-week free trial and get a new lease on oil & gas! ...

（来源：Benchmark Studio） 当外界仍在讨论大模型参数规模和推理能力时，AI 竞赛的真正战场，正在悄然下沉到一个更底层的问题 ——电从哪里来。 本周，Alphabet 宣布以 47.5 亿美元（现金 + 债务）收购数据中心能源公司 Intersect Power。这不是一次常 规并购，而是一次极具信号意义的战略下注：AI 的下一阶段增长，已经不再取决于模型，而取决于能源与 基础设施的掌控能力。 为什么是Intersect？ AI巨头正在集体"抢电" Alphabet 并非个例。 所有头部玩家，都在同时推进一个共识：未来 AI 公司的核心资产之一，是稳定、可扩展、可控的能源供 给。Alphabet 的资本开支数字已经给出答案——其 2025 年资本支出预期已上调至 910–930 亿美元，其中 很大一部分，正流向数据中心与能源相关项目。 从云计算公司，到电力协调者 这笔收购，也暴露了一个更深层的变化：科技巨头正在从算力提供者，转型为基础设施协调者。过去，云 厂商的角色是"买服务器、卖算力"；现在，他们需要同时解决：电从哪里来、什么时候来、够不够稳定、 成本能否长期可控等等问题。 Intersect ...

龙头企业抢进河套香港园区，看重的是园区地处香港、联动深圳的独特优势。多家进驻园区的内地 及海外企业代表与特区政府官员对谈时表示，香港具备国际化及人才优势，而河套香港园区能充分联动 港深两地产业链，是企业走向国际、打造"香港制造"高端创科品牌的理想支点。 12月22日，河套深港科技创新合作区香港园区举行开园典礼。图为主礼嘉宾为园区揭牌。中新社记者 侯宇摄 "这是香港创科发展的一个里程碑时刻。"12月22日，香港特别行政区行政长官李家超在河套深港科 技创新合作区香港园区（下文简称"河套香港园区"）开园典礼上致辞时说。 近年来大力发展创科的香港，由此又多了一处能与深圳深度协作的创新腹地。香港特区政府的规划 目标，是将河套香港园区打造成"世界级产学研平台""具国际竞争力的产业中试转化基地""全球创科资 源汇聚点"和"制度与政策创新试验田"。 龙头企业 纷纷入驻 河套深港科技创新合作区地处香港特别行政区北部和深圳市中南部跨境接壤地带，是香港北部都会 区与广深港科技创新走廊的天然交汇点，面积约3.89平方公里。其中，深圳园区面积3.02平方公里，香 港园区面积0.87平方公里。 特区政府创新科技及工业局局长孙东说，河套香 ...

Core Viewpoint - The article discusses the recent trends in the precious metals market, particularly focusing on the shifts in fund positions as reported by the CFTC, highlighting the recovery of net long positions in palladium and the significant rise in silver prices, while also addressing the implications of potential interest rate changes by the Federal Reserve [2][27]. Group 1: Fund Positions and Market Trends - As of December 9, 2023, funds have increased their net long positions in various metals, with palladium finally recovering to a net long position after 164 weeks of being net short [2][7]. - Silver prices have surged by 132% this year, while the gold-silver ratio has dropped from 90.84 to 64.6, indicating a strong demand for physical silver [2][27]. - The net long position in silver has only increased by 66% year-to-date, suggesting that the rise in price is primarily driven by physical demand rather than speculative trading [2][27]. Group 2: Price Comparisons and Historical Context - Platinum has also seen a significant increase of 120% this year, but its valuation relative to silver is at a historical low, with one ounce of platinum currently able to exchange for only 29 ounces of silver [2][27]. - The article notes that historically, one ounce of platinum could be exchanged for over 60 ounces of silver, indicating that platinum is currently undervalued compared to silver [2][27]. Group 3: Federal Reserve and Economic Implications - The market is beginning to speculate on the possibility of the Federal Reserve starting to raise interest rates in 2027, despite current low probabilities [2][27]. - The article emphasizes the importance of monitoring the Federal Reserve's actions, particularly regarding interest rate changes, as they could significantly impact the ongoing commodity bull market [2][27]. - The likelihood of a rate cut in March 2024 has increased to 47%, and the probability for April has risen to 64.6%, indicating a shift in market expectations [26][27].

Core Insights - Direxion Investments launched a new suite of ETFs called Titans ETFs in October 2025, providing a middle ground for traders between broad sector exposure and single-stock opportunities [1][2] Group 1: Titans ETFs Overview - The Titans ETFs allow investors to take a diversified yet risk-on approach to key industries such as biotechnology and semiconductors, offering targeted exposure to the top five companies in a sector with equal weight [2] - Each company in the Titans ETFs receives a 20% allocation, which helps avoid overconcentration associated with single-stock exposure while providing more focused exposure compared to traditional cap-weighted indices [2] Group 2: Fund Options - The Titans suite includes six fund options, such as the Direxion Daily Semiconductors Top 5 Bull 2X ETF (TSXU), which offers 200% exposure to the performance of the NYSE Semiconductor Top 5 Equal Weight Index [3][4] - Other funds in the suite include the Direxion Daily Biotech Top 5 Bull 2X ETF (TBXU), Direxion Daily Energy Top 5 Bull 2X ETF (TEXU), Direxion Daily Technology Top 5 Bull 2X ETF (TTXU), Direxion Daily Technology Top 5 Bear 2X ETF (TTXD), and Direxion Daily Semiconductors Top 5 Bear 2X ETF (TSXD), providing both bullish and bearish leveraged/inverse offerings [4][6]

Group 1 - Jackson Financial Inc. (JXN) has a Zacks Rank 1 and a dividend yield of 3.0%, higher than the industry average of 1.6% [1] - Valero Energy Corporation (VLO) also holds a Zacks Rank 1 with a dividend yield of 2.8%, slightly above the industry average of 2.7% [2] - Suncor Energy Inc. (SU) has seen an increase in the Zacks Consensus Estimate for its current year earnings by 8.6% over the last 60 days [2] Group 2 - The Zacks Consensus Estimate for Jackson Financial's current year earnings has increased by 6.1% over the last 60 days [1] - Valero Energy's current year earnings estimate has risen by 18.2% in the same period [2] - The dividend yield for another Zacks Rank 1 company is reported at 4.0%, compared to the industry average of 3.6% [3]

Azeri state energy company Socar agreed to buy a gas-fired power station in Turkey in a bet on rising demand for the fuel for electricity generation https://t.co/p6Oh77ykHI ...