The Aura AI Photonics ETF (PHOX) began trading, focusing on companies supplying optical components for AI data centers. It tracks the VettaFi AI Photonics Index and aims to capitalize on the growing demand for photonics technology, which addresses bandwidth and power issues in AI infrastructure. Investors should monitor 2027 capital spending by major hyperscalers, as it directly impacts PHOX's holdings. The fund also carries risk from companies with mixed business lines, making it important to watch index rebalances for purity of photonics exposure.
Michael Burry, known for his contrarian bets, has increased his short positions on Micron Technology and the Invesco QQQ Trust despite current losses. Micron's stock has surged over 238% this year due to strong demand in the memory chip sector, but B...
Memory and storage stocks surged Thursday following strong earnings reports across the sector. Sandisk shares jumped 16% after reporting Q4 FY2026 non-GAAP EPS and revenue well above expectations, driven by a 437% YoY datacenter revenue increase. Mic...
President Trump's executive order to separate the combined MMR vaccine into individual shots faces significant regulatory and manufacturing challenges, with FDA approval potentially taking up to 10 years. Merck and GSK, the only licensed producers of...
