• Arik Arkadi Sluzki
  • •
  • 5 Min Read
  • •
  • 11 minutes ago

SKN | Amazon AWS Cloud Capacity Is Largely Sold Out Through 2027 as AI Demand Surges

  Amazon Web Services is facing a capacity crunch as demand for artificial intelligence infrastructure accelerates, with CEO Andy Jassy…
SKN | Amazon AWS Cloud Capacity Is Largely Sold Out Through 2027 as AI Demand Surges
  • Lior mor
  • •
  • 5 Min Read
  • •
  • 8 hours ago

SKN | Data Center Spending Set to More Than Double as AI Drives Global Infrastructure Boom

  Global spending on data centers is entering a period of extraordinary expansion as demand for artificial intelligence services accelerates…
SKN | Data Center Spending Set to More Than Double as AI Drives Global Infrastructure Boom
  • Arik Arkadi Sluzki
  • •
  • 5 Min Read
  • •
  • 1 day ago

SKN | Blackstone Sees Wider Credit Spreads as an Opportunity Amid Rising AI Financing Risks

  Blackstone is identifying an opportunity in a part of the market increasingly affected by concerns over the cost and…
SKN | Blackstone Sees Wider Credit Spreads as an Opportunity Amid Rising AI Financing Risks
  • Lior mor
  • •
  • 5 Min Read
  • •
  • 2 days ago

SKN | Tesla-SpaceX Merger Debate Centers on the Price Shareholders Will Receive

  A potential merger between Tesla and SpaceX is emerging as a major corporate-governance and valuation question on Wall Street,…
SKN | Tesla-SpaceX Merger Debate Centers on the Price Shareholders Will Receive
  • Lior mor
  • •
  • 5 Min Read
  • •
  • 3 days ago

SKN | SpaceX and Tesla reportedly explore a merger as artificial intelligence and robotics shape their strategic ambitions.

SpaceX and Tesla have formally begun examining a potential merger, opening the possibility of one of the most consequential corporate…
SKN | SpaceX and Tesla reportedly explore a merger as artificial intelligence and robotics shape their strategic ambitions.
  • Ronny Mor
  • •
  • 5 Min Read
  • •
  • 3 days ago

SKN | Mexico’s $12.5 billion renewable energy investment could add 8.2 gigawatts of capacity to the power grid.

Mexico is preparing a major expansion of renewable energy infrastructure, with more than 60 proposed projects carrying an estimated price…
SKN | Mexico’s $12.5 billion renewable energy investment could add 8.2 gigawatts of capacity to the power grid.
  • sagi habasov
  • •
  • 6 Min Read
  • •
  • 3 days ago

SKN | Petrobras’ deepwater expansion intensifies competition for offshore vessels as Brazil faces a supply shortage.

Petrobras’ expanding deepwater operations are intensifying competition for offshore support vessels in Brazil, creating new opportunities for vessel owners while…
SKN | Petrobras’ deepwater expansion intensifies competition for offshore vessels as Brazil faces a supply shortage.
  • omer bar
  • •
  • 7 Min Read
  • •
  • 5 days ago

SKN | Fifth Third Bancorp’s Infrastructure Investment Shift Reshapes Its Wealth Management Strategy

Fifth Third Wealth Advisors Increases Infrastructure Exposure Fifth Third Bancorp is placing greater emphasis on global infrastructure and real assets…
SKN | Fifth Third Bancorp’s Infrastructure Investment Shift Reshapes Its Wealth Management Strategy
  • Ronny Mor
  • •
  • 5 Min Read
  • •
  • 1 week ago

SKN | CoreWeave Debt Concerns Put the Sustainability of the AI Boom Under Greater Scrutiny

  CoreWeave's mounting debt is becoming an important test for the economics of the artificial intelligence boom, as investors increasingly…
SKN | CoreWeave Debt Concerns Put the Sustainability of the AI Boom Under Greater Scrutiny
  • sagi habasov
  • •
  • 5 Min Read
  • •
  • 1 week ago

SKN | UBS Weighs Overseas Options as Switzerland Considers Stricter Capital Rules

  UBS is examining possible strategic options outside Switzerland if the country's proposed banking rules become too restrictive, according to…
SKN | UBS Weighs Overseas Options as Switzerland Considers Stricter Capital Rules
  • Arik Arkadi Sluzki
  • •
  • 5 Min Read
  • •
  • 1 week ago

SKN | Meta Expands Open-Weight AI Push With Muse Spark Model for Coding and AI Agents

  Meta Platforms is expanding its open-weight artificial intelligence strategy with the release of Muse Spark, a model aimed at…
SKN | Meta Expands Open-Weight AI Push With Muse Spark Model for Coding and AI Agents
  • Ronny Mor
  • •
  • 5 Min Read
  • •
  • 1 week ago

SKN | Wall Street Banks Face Capital Markets Lull After Strong First Half of 2026

  Wall Street’s largest banks are entering the second half of 2026 with a more cautious capital-markets backdrop after a…
SKN | Wall Street Banks Face Capital Markets Lull After Strong First Half of 2026

Hot Spot

Sectors Status

SectorWeight (%)YTD Return
All Sectors100.00%+13.70%
Technology32.42%+21.74%
Financial Services13.47%+1.36%
Industrials10.24%+38.70%
Healthcare9.78%+18.31%
Consumer Cyclical9.18%-2.54%
Communication Services8.66%-5.54%
Energy5.26%+45.48%
Consumer Defensive4.61%+12.36%
Basic Materials2.49%+5.42%
Real Estate1.98%+5.24%
Utilities1.92%+4.15%