Foreign ETFs Draw Nearly Double U.S. Large-Cap Flows

International stock ETFs drew nearly double the new money of U.S. large-cap funds in September, according to FactSet's monthly ETF summary. Key Takeaways: Foreign stock funds pulled in almost twice the September inflows of U.S. large-cap funds.

ETF Trends • Oct 7, 2026

Google signs a 20-year nuclear power deal with Constellation: Why utility stocks still lag

Alphabet has agreed to buy 20 years of nuclear power from Constellation Energy, covering 890 megawatts of new power that Constellation will spend $4.3 billion to bring online on the PJM grid. Yahoo Finance Host Julie Hyman, Breaking Business News Reporter Jake Conley and Senior Autos Reporter Pras Subramanian break down Big Tech's growing list of nuclear deals, why power has become one of the AI buildout's biggest bottlenecks, why behind-the-meter power may only temporarily ease stress on the grid, and why utility stocks, including Constellation, are lagging the rest of the AI infrastructure trade.

Yahoo Finance • Oct 6, 2026

The Next Big Move In Interest Rates: How I'm Buying The Dividend Sell-Off

Dividend stocks are under pressure from rising long-term interest rates. What matters most in the near term is where interest rates are headed next. I detail the factors at play and where I think the best risk-adjusted places to allocate capital today are.

Seeking Alpha • Oct 3, 2026

Utility Stocks Are the Most Oversold Since 2023

XLU just posted its steepest monthly drop in nearly two years, and one analyst sees the floor still a painful distance away.

24/7 Wall Street • Oct 2, 2026

The Big 3: TGT, XLU, AAPL

Treasury yields are commanding the stock market, says @Theotrade's Don Kaufman, pointing out that an uptick in bonds late morning added pressure to stocks. That said, he sees trading opportunities across various sectors.

4 ETFs Seeing Unusual Options Volume Today

Four exchange-traded funds (ETFs) are seeing notable options activity today, with iShares iBoxx $ High Yield Corporate Bond ETF (HYG), iShares MSCI Brazil ETF (EWZ) , iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) , and State Street Utilities Select Sector SPDR ETF (XLU) all trading at elevated volume compared to their averages.

Schaeffers Research • Sep 29, 2026

ValuEngine Weekly Commentary: Sector And ETF Performance

U.S. equity markets were mixed this week, with technology and growth-related areas leading, while several defensive and rate-sensitive sectors moved lower. The NASDAQ 100 ETF rose 3.24%, and the S&P 500 ETF gained 1.29%, supported by strong performance in Technology, Communication Services, Health Care, and Industrials.

Seeking Alpha • Sep 29, 2026

My Biggest Bet: 3 Dividend Investments Boosted By 2 Major Macro Tailwinds

While I am a big believer in a certain degree of diversification, I have significantly overweighted my portfolio in 3 investments. These investments are targeting 2 major macro tailwinds that should help drive superior long-term risk-adjusted performance in these picks. I detail the three investments that I am betting big on, as well as the risks.

Seeking Alpha • Sep 26, 2026

U.S. Grid Congestion Intensifies As Data Centers Compound Transmission Constraints

Renewable energy curtailment continues to accelerate across US wholesale power markets as transmission development struggles to keep pace with generation additions and electricity demand. Hyperscalers account for significant shares of regional data center demand growth.

Seeking Alpha • Sep 26, 2026

2 Near-Perfect 6% Yielding Dividend Growth Machines I Trust The Most

Dependable dividend machines share 5 key traits in common. I identify the two 6% yielding dividend growth machines that meet these 5 requirements the best right now. I detail the investment thesis and risks for each.

Seeking Alpha • Sep 23, 2026