Escalating geopolitical risk continued to dominate global markets' concerns, with safe-haven demand keeping the dollar index anchored near a multi-week high.
"I'm surprised by how neutral the rule was, when you think about the massive amount of lobbying there's been around it. It doesn't say certain assets are good or bad. Instead, it really focuses on making a rules-based framework instead of a litigation-based one."
Citi's concern is mainstream DDR5 16GB DRAM prices have fallen 6% since Micron's earnings report, driven by fears that TurboQuant, an algorithm-based memory compression technology, will structurally reduce memory demand. Citi isn't buying it.
Morgan Stanley's revision stems from a broader office sector update tied to job opening data across REIT markets. The underlying concern is structural: white-collar employment trends directly shape office demand, and softening job openings signal a slower leasing recovery than previously modeled.
Hedge funds and other money managers spent $2.8 billion on alternative data in 2025, according to a new report from consultancy Neudata, a 17% jump from the year before. It's more than double what asset managers spent on alternative data in 2021, which includes a wide range of non-traditional information sources. The report projects that the total spend on alternative datasets could jump to more than $23 billion in the consultancy's bull case in 2030 and just under $8 billion in the bear case.
BMO believes Americas Gold has the expertise to execute its optimization strategy, particularly at the Galena Complex, and sees the company's approach increasing free cash flow generation as production grows organically.
"When you're a public company, your scorecard is your stock price, and that has a lot to do with the results you generate. If the investment community doesn't think very highly of department stores, which they don't, your multiple goes down."
The Schwab U.S. Small-Cap ETF (NYSEARCA:SCHA) has delivered a 5.5% return YTD, tracking the broader small-cap market's trajectory. The fund's defining advantage is cost efficiency, at a scant 0.04% annual expense ratio ranks among the lowest in the small-cap category, allowing investors to compound returns without significant fee drag eating into performance over time. Recent coverage has been mixed. MSN positioned SCHA as an "attractive option" given its low costs and past performance.