Emerging Markets
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Two ETF CEOs Spot a Pivotal Market Shift
U.S. equity markets are rotating away from AI‑centric mega‑caps toward broader, value‑oriented sectors as liquidity returns and the Fed prepares further rate cuts. Analysts note strong six‑month gains in emerging‑market (EEM) and industrial (XLI) ETFs, viewing them as hedges against overpriced “Magnificent 7” stocks. Both Astoria Portfolio Advisors’ CEO John Davi and LionShares’ CEO Sophia Massie stress diversification, lower‑beta assets and risk‑parity weighting, while acknowledging AI’s long‑term upside but warning that many pure‑play AI firms lack clear profitability paths.
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More People Want the New iPhone, Boosting Apple Stock
Apple’s iPhone 17 series, particularly the “Cosmic Orange” Pro model and the lightweight Air variant, are significantly outselling predecessors, driving stock to new highs. The positive trend contrasts with an Amazon Web Services outage. Investors are eyeing upcoming earnings reports and U.S.-China trade talks. Separately, while some see AI as transformative for emerging markets, others remain skeptical due to existing funding and revenue challenges.
