The Real Drivers of This Market: AI, Semis & Robotics

In this video, Mary Ellen spotlights the areas driving market momentum following Taiwan Semiconductor’s record-breaking earnings report. She analyzes continued strength in semiconductors, utilities, industrials, and AI-driven sectors, plus highlights new leadership in robotics and innovation-focused ETFs like ARK. From there, Mary Ellen breaks down weakness in health care and housing stocks, shows how to…

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China, US Rare Earths Tensions Ramp Up Ahead of Trump-Xi Meeting

China has accused the US of “seriously distorting and exaggerating” Beijing’s newly expanded rare earths export controls, but signaled a willingness to hold talks before an expected meeting between US President Donald Trump and Chinese President Xi Jinping later this month. “The US interpretation seriously distorts and exaggerates China’s measures, deliberately creating unnecessary misunderstanding and…

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