• sagi habasov
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  • 6 Min Read
  • •
  • 35 minutes ago

SKN | Can Google and Blackstone Overcome the Data-Center Bottlenecks Threatening AI Expansion?

Project Braid Encounters the Physical Limits of AI Growth Alphabet and Blackstone’s ambitious cloud-computing venture is confronting a problem increasingly…
SKN | Can Google and Blackstone Overcome the Data-Center Bottlenecks Threatening AI Expansion?
  • sagi habasov
  • •
  • 6 Min Read
  • •
  • 7 hours ago

SKN | Qualcomm and Amazon Deepen AI Chip Partnership: Can Custom Silicon Challenge the Data Center Status Quo?

  Qualcomm and Amazon Web Services (AWS) are expanding their relationship into a multi-generational collaboration focused on customized AI data-center…
SKN | Qualcomm and Amazon Deepen AI Chip Partnership: Can Custom Silicon Challenge the Data Center Status Quo?
  • omer bar
  • •
  • 5 Min Read
  • •
  • 8 hours ago

SKN | Qualcomm’s Amazon AI Chip Deal: Can Custom Silicon Challenge Nvidia’s Dominance?

Qualcomm Expands Beyond Smartphones Into AI Infrastructure Qualcomm is making a significant strategic move beyond its traditional smartphone processor business…
SKN | Qualcomm’s Amazon AI Chip Deal: Can Custom Silicon Challenge Nvidia’s Dominance?
  • sagi habasov
  • •
  • 5 Min Read
  • •
  • 21 hours ago

SKN | GM and Ford Turn EV Battery Overcapacity Into a New Energy Storage Opportunity

General Motors and Ford are reshaping their battery strategies as the economics of the U.S. electric-vehicle market become more challenging.…
SKN | GM and Ford Turn EV Battery Overcapacity Into a New Energy Storage Opportunity
  • Ronny Mor
  • •
  • 6 Min Read
  • •
  • 24 hours ago

SKN | Poste Italiane Raises Telecom Italia Offer to €11.35 Billion as Takeover Strategy Shifts

  Poste Italiane has materially revised its takeover proposal for Telecom Italia, increasing the transaction value while relaxing a condition…
SKN | Poste Italiane Raises Telecom Italia Offer to €11.35 Billion as Takeover Strategy Shifts
  • Arik Arkadi Sluzki
  • •
  • 7 Min Read
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  • 1 day ago

SKN | Oracle Faces EU Antitrust Scrutiny Ahead of Earnings: Could Cloud Licensing Become a New Risk for Its AI Expansion?

  Oracle is approaching its next earnings report with two very different forces shaping the investment narrative: rapidly expanding demand…
SKN | Oracle Faces EU Antitrust Scrutiny Ahead of Earnings: Could Cloud Licensing Become a New Risk for Its AI Expansion?
  • orshu
  • •
  • 7 Min Read
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  • 1 day ago

SKN | Ondo Reshapes USDY Distribution: What Does the Aptos and Noble Exit Signal for Tokenized Treasuries?

  Ondo Finance is narrowing the distribution footprint of its tokenized Treasury product USDY, ending new issuance on the Aptos…
SKN | Ondo Reshapes USDY Distribution: What Does the Aptos and Noble Exit Signal for Tokenized Treasuries?
  • Lior mor
  • •
  • 8 Min Read
  • •
  • 1 day ago

SKN | Apple’s New CEO Faces a $14 Billion iPhone Test: Can John Ternus Turn the Foldable Into a New Growth Engine?

  Apple is approaching one of its most consequential iPhone launches in years just days after John Ternus became the…
SKN | Apple’s New CEO Faces a $14 Billion iPhone Test: Can John Ternus Turn the Foldable Into a New Growth Engine?
  • omer bar
  • •
  • 8 Min Read
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  • 1 day ago

SKN | Nvidia’s $20 Billion CPU Opportunity Sends a Strong Signal to AMD and Intel Investors

  Nvidia’s latest earnings report contained a development that could have implications well beyond the company’s dominant position in AI…
SKN | Nvidia’s $20 Billion CPU Opportunity Sends a Strong Signal to AMD and Intel Investors
  • Ronny Mor
  • •
  • 8 Min Read
  • •
  • 1 day ago

SKN | Uber Takes an Unexpected Position on Robotaxis: Is Regulation Becoming Its Competitive Shield?

  Uber Technologies is taking an unusual position in the accelerating robotaxi race: instead of pushing regulators to open the…
SKN | Uber Takes an Unexpected Position on Robotaxis: Is Regulation Becoming Its Competitive Shield?
  • sagi habasov
  • •
  • 8 Min Read
  • •
  • 1 day ago

SKN | Mark Zuckerberg Opposes a U.S. AI Regulator: Could Meta Benefit From a Lighter Regulatory Framework?

  Meta is becoming increasingly exposed to the economic and strategic consequences of U.S. artificial intelligence policy. Mark Zuckerberg reportedly…
SKN | Mark Zuckerberg Opposes a U.S. AI Regulator: Could Meta Benefit From a Lighter Regulatory Framework?
  • sagi habasov
  • •
  • 4 Min Read
  • •
  • 1 day ago

SKN | Israel’s New Economic Engine: How the Mellanox Acquisition Turned Nvidia into a National Growth Catalyst

Nvidia’s April 2020 acquisition of Israeli-founded Mellanox Technologies for $6.9 billion in cash has matured into a defining transaction for…
SKN | Israel’s New Economic Engine: How the Mellanox Acquisition Turned Nvidia into a National Growth Catalyst

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SectorWeight (%)YTD Return
All Sectors100.00%+15.49%
Technology32.43%+23.66%
Financial Services13.66%+4.43%
Industrials10.64%+46.46%
Consumer Cyclical9.23%-0.44%
Healthcare9.17%+12.57%
Communication Services8.95%-0.86%
Energy4.95%+38.99%
Consumer Defensive4.25%+5.23%
Basic Materials2.77%+19.13%
Real Estate2.02%+9.49%
Utilities1.94%+6.84%