EXI News and Press, iShares Global Industrials From 01/30/26

2026-01-30 22:10:00 ET By Ryan J. Puplava, CMT, CTS, CES Mega-Cap Earnings: AI Monetization vs. AI Spending This week’s market action was dominated by mega-cap earnings, but the real story was not beats or misses—it was how the market judged the quality of ...

2026-01-27 05:20:00 ET Industrial capacity continues to rise, as does industrial production, both revised higher. The standout is the PMI remaining below 50, now ~40 months mostly below 50, reflecting an intractable period of market pessimism. Even with the rises we have seen in selecte...

2026-01-23 03:00:00 ET The AI Effect: Haves & Have-Nots Looking back at the financial headlines of 2025, you would be excused if you thought the health of the economy was broad and deep: the S&P 500 Index saw a total return of 17.9%, U.S. real GDP accelerated to 4.3% annual ...

2026-01-22 05:44:00 ET By Magdalena Ocampo, Market Strategist Finding opportunity and diversification in an AI-driven market AI bubble concerns have intensified as billions of dollars are pouring into AI infrastructure, and companies are turning to debt financing to fund the...

2026-01-21 20:21:51 ET Fast Facts Vanguard Industrials Index Fund ETF Shares ( VIS ) was launched on 9/23/2004 and tracks the MSCI US IMI Industrials 25/50 Index. It is also available as a mutual fund ( VINAX ). VIS has a portfolio of 389 stocks, a 30-day SEC yield of 1....

2026-01-21 13:05:00 ET Investors today are weighing rising geopolitical risk against what is expected to be resilient corporate earnings. Justin Flowerday, Head of Public Equities for TD Asset Management, joins MoneyTalk to discuss how to position portfolios when headlines clash with balanc...

2026-01-14 14:40:00 ET AI investment has dominated the industrial space, but according to Juliana Faircloth, Vice President and Director for Portfolio Research with TD Asset Management, new themes are emerging which may continue to propel the sector forward.... Read the full artic...

2026-01-11 23:55:00 ET By Ryan J. Puplava, CMT®, CTS™, CES™ Cyclical Rotation and a Broader Leadership Profile The first full trading week of 2026 opened with a notable shift in market leadership. After several weeks of narrow gains driven by mega-cap grow...

2025-12-22 02:45:00 ET Even with the current revamping of our long-used economic indicators, the disparity of the manufacturing PMI vs. IndPro remains. Net/net, economic activity continues higher while market psychology remains overly dismal.... Read the full article on Seeking Al...

2025-12-19 13:30:00 ET With 2025 almost in the rearview mirror, markets are poised to end the year near record highs, but not for every sector. Vitali Mossounov, Managing Director and Co-Lead of Research for Fundamental Equities with TD Asset Management, breaks down which market segment...