Exchange-traded funds

• Smaller companies are rising quickly to challenge Big Tech as AI 's best trade - Reliable power, nuclear investment, data-center efficiency, and grid capacity are now core drivers of stock returns from the AI theme as demand ramps.
• To lower crypto investment risk, the market is starting to diversify - Cryptocurrency market volatility won't go away, but the market is beginning to apply portfolio diversification ideas to assets like bitcoin.
• Goldman Sachs makes big bet on ETFs specializing in downside protection - Goldman Sachs Asset Management is making a big bet on defined outcome exchange-traded funds — which use options to help protect against market losses.