• Lior mor
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  • 5 Min Read
  • •
  • 16 hours ago

SKN | China Pushes Back Against Proposed U.S. Expansion of Outbound Investment Curbs

  China has urged the United States to stop expanding restrictions on American investment in the Chinese economy, escalating tensions…
SKN | China Pushes Back Against Proposed U.S. Expansion of Outbound Investment Curbs
  • omer bar
  • •
  • 5 Min Read
  • •
  • 19 hours ago

SKN | Volkswagen Workers Threaten Strikes as Wage Dispute Deepens Restructuring Pressure

  Volkswagen faces renewed labor tensions in Germany after workers threatened strikes from January unless the automaker reverses its recent…
SKN | Volkswagen Workers Threaten Strikes as Wage Dispute Deepens Restructuring Pressure
  • sagi habasov
  • •
  • 5 Min Read
  • •
  • 22 hours ago

SKN | How AI Data Centers Are Driving a New Boom in Fuel-Cell Demand

  The rapid expansion of artificial intelligence infrastructure is creating a new source of demand for fuel cells as U.S.…
SKN | How AI Data Centers Are Driving a New Boom in Fuel-Cell Demand
  • Arik Arkadi Sluzki
  • •
  • 5 Min Read
  • •
  • 2 days 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
  • •
  • 2 days 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
  • •
  • 3 days 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
  • •
  • 4 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
  • •
  • 4 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
  • •
  • 4 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
  • •
  • 4 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
  • •
  • 6 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

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%