#ai-infrastructure

#ai-infrastructure

EWY shares traded near $205.52 midday Thursday, after climbing 4% on the session. SPY shares sit at $750.46, up 27% over one year, a strong number that looks pedestrian against the global leaderboard. The figures come from a Charlie Bilello and Creative Planning chart shared on X showing 2025-2026 total returns in U.S. dollars. SPY and the broader U.S. market are on fire by any normal standard. They're just global laggards right now, and that challenges the "U.S. exceptionalism" trade that has dominated allocations for years.

Every day, the strife at the center of director Ari Aster's 2025 film Eddington seems less satirical and more purely and devastatingly documentary. At the time of its release, the public discourse surrounding was largely centered around the way it depicted the early days of the COVID-19 pandemic, the period so many refer to offhandedly as "lockdown" and the way that policies such as social distancing, masking and public health initiatives were co-opted into the culture war and absorbed into preexisting petty feuds between individuals.

The U.S. imports $3 trillion in manufactured goods each year. But only about a quarter of that is what the researchers classify as "Achilles' heels" because those goods are essential to national security, involve highly concentrated supply chains, and/or are imported from geopolitical rivals.

Korea has two large memory companies: Samsung and SK Hynix. Meanwhile, the Roundhill Memory ETF ( BATS:DRAM) has done what hot launches do: rip. The fund is up 90% since its April 2, 2026 inception, and it has $10.38 billion in fund assets under management, and added more than $1 billion in a single day on May 8.

His name is Antonio Gracias, a handsome private equity investor from Detroit. The two met through the Silicon Valley web at the turn of the century, and soon Gracias-at 55, just one year older than Musk-lent Musk $1 million in his early days at Tesla, when the company was teetering on the edge of bankruptcy. The two have been best friends ever since. Gracias was a groomsman at Kimbal Musk's wedding, the families have vacationed together, spent the holidays together, and even traveled to David Copperfield's private island in the Bahamas.