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AI Chip Stocks Drive Nearly All S&P 500 Gains in Two-Year Rally

Excluding AI infrastructure firms, the S&P 500’s 41% return over two years drops to 16%, highlighting concentration risk in index investing. AI-related megacap stocks have accounted for nearly all of the S&P 500’s gains over the past two years. The index returned 41% throu

  • mohammad501ps@gmail.com
  • May 25, 2026
  • stocks

Roundhill Memory ETF Hits $6.5B in 27 Days, Sets Record on AI Demand

The ETF surged 90% since April 2 launch, driven by AI data center demand for high-bandwidth memory chips. The Roundhill Memory ETF (DRAM) has amassed $6.5 billion in assets within 27 trading days, marking the fastest ETF launch in history. The fund holds 73% of its assets

  • mohammad501ps@gmail.com
  • May 25, 2026
  • stocks

Bank of America Lifts NVDA Target to $350 on Agentic AI Demand Surge

Nvidia’s price target rises 63% to $350 as agentic AI drives unprecedented semiconductor demand and earnings growth. Bank of America raised its Nvidia price target to $350 from around $215, citing 85% revenue growth and 50-60% earnings expansion. The firm highlighted $119

  • mohammad501ps@gmail.com
  • May 25, 2026
  • oil

Sinopec Lifts China Shale Oil Output to 2 Million Tons

China’s largest refiner boosts shale oil production amid efforts to enhance energy security and reduce crude import reliance. Sinopec’s Jiyang shale oil base in Shandong province has produced over 2 million tons of oil, marking a significant increase in domestic output. Th

  • mohammad501ps@gmail.com
  • May 25, 2026
  • stocks

Investec Seeks Full Banking License in Ireland for European Expansion

The South African and UK-listed lender aims to bolster corporate and affluent client services in Europe post-Brexit. Investec has applied for a full banking permit in Ireland to expand its European operations. The move follows Brexit restrictions limiting UK banks' access

  • mohammad501ps@gmail.com
  • May 25, 2026
  • stocks

Retirees With $1.2 Million Face Mortgage Challenges

Couple's $1.2M savings faces 7% withdrawal rate A couple with $1.2 million in savings at 63 and an $185,000 mortgage still on the books faces a 7% withdrawal rate during ages 63-66. This rate improves to a sustainable 2.5% after Social Security kicks in at 67. Th

  • mohammad501ps@gmail.com
  • May 25, 2026
  • politics

Fed’s Warsh Confirmed With Record-Low Senate Support Amid Inflation Fight

New Fed Chair Kevin Warsh faces pressure to hold rates steady as inflation remains elevated at 3.5% year-over-year in March 2026. Kevin Warsh was sworn in as Federal Reserve chair with the fewest Senate votes in history, reflecting concerns over his independence amid White

  • mohammad501ps@gmail.com
  • May 25, 2026
  • bonds

Rising Bond Yields Weigh on Stocks but Remain Manageable

Global equities dip as US 10-year Treasury yields climb 0.2% in recent weeks, though low real yields support market resilience. Global equities retreated as rising bond yields, including a 0.2% increase in US 10-year Treasury yields, sparked valuation concerns. The move ha

  • mohammad501ps@gmail.com
  • May 25, 2026
  • stocks

Brookfield Secures TSX Approval to Buy Back 191.03M Shares

Brookfield Corporation receives regulatory clearance to repurchase up to 191.03 million Class A shares under its renewed issuer bid. Brookfield Corporation (BN) has obtained Toronto Stock Exchange approval to renew its normal course issuer bid, allowing the purchase of up

  • mohammad501ps@gmail.com
  • May 25, 2026
  • stocks

Alphabet Unveils Cost-Efficient Gemini Flash 3.5 AI Model at Google I/O

Alphabet introduces Gemini Flash 3.5, a faster and cheaper AI model, targeting consumer markets and agentic AI applications. Alphabet (NASDAQ: GOOGL, GOOG) introduced Gemini Flash 3.5, a new AI model designed for speed and cost efficiency, at its annual Google I/O conferen

  • mohammad501ps@gmail.com
  • May 25, 2026
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