The most durable healthcare opportunities are driven by scientific innovation, regardless of who controls Congress. An incoming Democratic Congress is likely to support greater healthcare spending and ...

NEW YORK – June 11, 2026 — Tema ETFs ("Tema"), a leader in institutional-quality and actively managed exchange-traded funds, today announced that on or around June 22, 2026, it will change the ticker ...

Democrats swept Congress and made broad gains across state governments. Data centers remain political, but governors’ powers have limits. I stumbled upon a thread by @Level39 this morning, and it ...

Tema’s Electrification ETF (VOLT) has surpassed $1 billion in AUM in less than two years, making it the leading pure-play U.S ...

A wave election has raised risks for data center development and driven a selloff in AI-related stocks. Big picture: Strong forward earnings estimates support a positive outlook. Opportunities extend ...

Years of underinvestment and lengthy development timelines constrain new supply, supporting the case for a potential commodity supercycle. Energy and materials account for less than 6% of the S&P 500, ...

Merck (MRK) is the maker of Keytruda, an immunotherapy used across multiple cancer types that helps the body’s immune system recognize and fight cancer cells. Revolution Medicines (RVMD) is developing ...

AI and reindustrialization are accelerating power demand, igniting $7 trillion in upgrade and new investment across the electrification value chain. Investing in companies that are positioned to ...

NEW YORK – Tema ETFs ("Tema") announced that its LAZR ETF has increased its Anthropic allocation to 10.5%, coinciding with yesterday's highly anticipated S-1 filing. LAZR has the highest exposure to ...

Kalshi is now the dominant U.S. platform, commanding 52% of total volumes, an estimated $1.5 billion revenue run-rate, and a recent $22 billion valuation 1 Kalshi's business model resembles ...

Concentration in the S&P 500 is near a record high. The top 10 stocks ended 2025 representing more than 40% of the index¹—far exceeding both their earnings contribution and prior cycle peaks. Easing ...