More Signs Of Growth Across AI And Europe

Europe shows tentative signs of improvement, but the recovery remains uneven. AI investment is increasingly influencing U.S. capital spending and trade.

Seeking Alpha • Aug 29, 2026

CIO Weekly: SpaceX-Led IPO Boom Forces Governance Into Focus

The $85 billion listing last month of SpaceX, Elon Musk's aerospace, satellite communications and artificial intelligence company, was an important market event. The company's dual-class share structure, conferring disproportionate voting power on its founder, could be expected to serve as a template for the next wave of high-profile IPOs, with OpenAI and Anthropic expected to follow suit in the coming quarters.

Seeking Alpha • Jul 13, 2026

IYY: A Concentrated AI Bet In Disguise

The iShares Dow Jones US ETF offers broad U.S. equity exposure but is increasingly concentrated in large-cap tech, especially AI-driven hyperscalers. Historical outperformance of IYY versus equal-weight and value peers is a short-term phenomenon, reflecting market concentration rather than a structural advantage. IYY's performance is highly sensitive to sentiment around Microsoft, Amazon, Alphabet, and Meta, which collectively represent 16.2% of the fund.

Seeking Alpha • Jul 2, 2026

Why U.S. And International Dividend Strategies Are Working Again

Despite continued concentration in mega-cap technology stocks, US dividend-focused strategies have generally remained competitive and historically experienced more shallow drawdowns than broader equity markets. Last year, US companies paid a record US$704.8 billion in dividends - the 15th consecutive annual record. Concurrently, dividend growth accelerated across several international markets, highlighting the continued strength of shareholder-return trends.

Seeking Alpha • Jun 7, 2026

IYY: Diversification Does Not Boost Risk-Adjusted Returns, A Hold

The iShares Dow Jones U.S. ETF tracks the Dow Jones U.S. Index, offering exposure to close to 1,000 equities. Despite being much more diversified than IVV, IYY does not offer anything appealing in terms of both annualized and risk-adjusted returns. Regarding sector and factor exposures, IYY is rather close to IVV, though with slightly lower allocation to IT and marginally better valuation characteristics.

Seeking Alpha • Feb 26, 2026

IYY Vs. IWB: Fast Facts On Two Top 1000 ETFs

IYY and IWB are very similar ETFs holding about 1,000 of the largest US-traded companies weighted based on float-adjusted market capitalization. The differences in underlying indexes definition and rebalancing make no significant difference in portfolio composition and historical performance. IWB offers tighter bid-ask spreads and higher trading volumes, making it more attractive for active traders.

Seeking Alpha • Jun 13, 2025

Dow Jones Touches 45,000 Amid Trump Rally: ETFs to Bet On

The Dow Jones crosses the 45,000 milestone for the first time ever. Investors seeking to participate in the rally can consider these ETFs.

Zacks Investment Research • Dec 5, 2024

ETFs to Tap as Dow Scales New Highs

The Dow Jones hit a new all-time high following a stronger-than-expected jobs report, which renewed investors' confidence about the health of the economy.

Zacks Investment Research • Oct 7, 2024

Dow Jones Outperforms: 5 ETFs That You Can Bet On

The Dow Jones hit a new record high, outperforming the other two indices on Monday on increased September rate cut bets.

Zacks Investment Research • Aug 27, 2024

ETFs to Bet on Dow Jones' Longest Winning Streak of 2024

The Dow Jones gained for six consecutive days, marking its longest winning streak this year and emerging more powerful than the other two major indices.

Zacks Investment Research • May 9, 2024