IFRA News and Press, iShares U.S. Infrastructure From 02/18/26

2026-02-18 14:20:00 ET Transcript The recent software selloff marks a dramatic shift in market perception around the AI narrative. The debate is no longer whether AI is real; now, markets are increasingly pricing in its potential to disrupt entire business models.... ...

2026-02-05 07:30:00 ET In Part 1 , we established the big shift for 2026: AI has stopped being “just tech” and become a macro force. It’s driving a capex wave that touches everything - investment spending, supply chains, financing, and the physical constraints o...

2026-02-04 21:58:02 ET ... Read the full article on Seeking Alpha For further details see: IFRA: Positioning For A $1.5 Trillion Infrastructure Unlock In 2026

2026-02-04 07:27:29 ET ... Read the full article on Seeking Alpha For further details see: IDE: This Infrastructure Fund Is Well-Positioned For The Current Environment

2026-02-02 14:50:00 ET Transcript Last week’s corporate earnings from mega-cap tech companies showed massive investments in AI are ongoing. Beyond mega cap tech, we see a clear beneficiary: infrastructure. Most investors could increase their exposure, in our view....

2026-02-02 06:27:00 ET Transcript Oscar Pulido: Hedge funds have long carried an air of mystery, often seen as complex, high risk and reserved for Wall Street's elite. But that perception is starting to shift. As markets become more volatile and investors search for new ways to ...

2026-01-23 01:45:00 ET By Jay Jacobs From AI, to cryptocurrency, to geopolitical fragmentation and infrastructure, themes are driving markets and changing our daily lives. Our 2026 thematic outlook explores 10 key charts that illustrate what we’ve learned, what has chan...

2026-01-10 09:15:00 ET The new year is off to a fast and complex start, with dramatic geopolitical headlines, record markets, rapid AI adoption, and unresolved inflation questions. But what actually matters for investors? David Sykes, Chief Investment Officer at TD Asset Management, s...

2026-01-06 15:55:58 ET Introduction The US-based Granite Construction Incorporat ed ( GVA ), which has been around for well over a century now, currently serves as a vertically integrated civil contractor (it constructs for both the public and private sector, although the fo...

2026-01-03 07:05:00 ET 2025 marked the beginning of a major market shift. While the overall stock market did just fine, with the S&P 500 ( SPY ) up by 17.7%, gold ( GLD ) surged by 63.7%, with silver ( SLV ) soaring by 145% and gold miners ( GDX ), up by 155%: ...