

The last couple of days have certainly been interesting for AI bulls and bears alike. Key Takeaways: It's been a tale of two cities for AI investors as of late, with breakout Oracle earnings coming out amid growing calls to slow down the pace of AI development.

August hiring rebounded sharply, boosting rate-hike bets. Here are a few ETFs that could benefit from resilient economic growth and shifting rate dynamics.

The State Street Industrial Select Sector SPDR ETF (XLI) was launched on December 16, 1998, and is a passively managed exchange traded fund designed to offer broad exposure to the Industrials - Broad segment of the equity market.

If one were to take a trip to Wall Street and ask investors which sector of the S&P 500 is offering the most attractive opportunities beyond the tech sector, would they be surprised to hear industrials come in as a top response? After all, this would likely be the case.

Market leadership may be shifting from momentum to quality. These sector ETFs offer exposure to resilient earnings and attractive valuations.

Oil prices have fallen for a second straight session, extending losses after Treasury Secretary Scott Bessent‘s recent comments and other market developments helped reinforce the view that inflation pressures may continue to ease.

I detail two of the best risk-reward opportunities today. I explain the powerful macro tailwinds that should drive strong dividend growth alongside very attractive 6.5-10% current yields. I also outline the risks involved in each investment.

VettaFi Director of Research Cinthia Murphy appeared on CNBC's ETF Edge to discuss second-quarter earnings, thematic ETFs, and sector trends.