U.S. Equity Strategy: Semiconductors, Transportation Improving
The S&P 500 continues to move higher on narrow leadership, which is not inspiring a bullish outlook. Currently leading the S&P 500 higher...
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Disruption by Decentralization?
Blockchain is full of promise. Investment in the space totals billions of dollars. Large corporations, venture capital funds, and initial coin...
716 Views
Lumentum (LITE US): Nasdaq100 Inclusion Driven by Costar’s Fast‑Exit
Costar will be removed from Nasdaq100 via fast‑exit on 15 May with Lumentum replacing it, while Medline, CoreWeave and Teradyne are the top...
380 Views
Quiddity Leaderboard Nasdaq100 Jun26 Rebal: Three Regular ADDs/DELs; US$7bn in One-Way Flows
Three expected changes in the June 2026 Nasdaq 100 rebalance, an active M&A deal in play, and a SpaceX inclusion expected by late July.
415 Views
CoreWeave (CRWV US): Rank Boost in Nasdaq100 From New Methodology
​CRWV rises in Nasdaq100 ranking under the new methodology due to unlisted shares, while CSGP, ZS, and CHTR face potential deletion in June 2026...
377 Views