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【Moo News】
First GPUs. Then memory. Now optical interconnects.
Roundhill has launched $LYTE, a concentrated ETF targeting another potential bottleneck in the AI infrastructure buildout.
Its top holdings include $LITE, $COHR and several major optical-module suppliers, with the
【Moo News】
Australia is participating in the AI trade without making the chips.
The ASX 200 has pushed to a fresh record as Energy, Materials and Consumer Staples outperform, while Information Technology remains one of the weakest sectors this year.
Part of the contrast
BUZZING NOW: $DIS rose 3.7% despite a slight revenue miss as adjusted EPS beat estimates, free cash flow jumped 63%, and Disney raised its fiscal-year buyback target to at least $9B.
BUZZING NOW: $ABNB jumped 9% after Q2 earnings and revenue topped expectations, while stronger-than-expected Q3 guidance pointed to continued demand across all regions, led by Latin America and Asia-Pacific.
