The Strategas Macro Thematic Opportunities ETF (SAMT), launched in 2022, uses an active approach to invest across several key market themes like AI, robotics, electrification, and space. This flexibility allows it to pick high-conviction stocks within these themes, including tech and consumer firms, delivering a 40.6% return over the past year and outperforming peers. With nearly $700 million in assets, SAMT offers investors a streamlined way to gain diversified exposure to powerful growth trends in one fund.
Semiconductor stocks rose on August 25, 2026, driven by news that the U.S. Treasury might use its nearly $1 trillion cash reserve to buy back bonds, lowering long-term yields. This move reduces supply pressure on bonds, causing yields to drop and boo...
As AI infrastructure expands, the demand for data movement between chips and data centers grows, spotlighting the connectivity layer as a key profit area. Arista Networks leads in Ethernet switching with strong revenue growth and a bullish outlook, B...
Marvell Technology is rated a strong buy with a new price target of $435, suggesting a 90% upside despite recent share price volatility. The company is expected to see strong revenue and earnings growth, with projections of 35% revenue growth and 39%...
Marvell's stock surged following the announcement of a major deal with Alphabet, Google's parent company, prompting multiple analysts to raise their price targets. Wells Fargo increased its 12-month outlook from $240 to $310, while other firms like R...
Marvell Technology is set to report its fiscal Q2 2027 results with expectations of another upward revision to its full-year outlook, following management's previous raises. The stock has dropped about 28% from its June peak due to AI-related sentime...
