Significant ETF Inflows Observed - ACWI, AMZN, GOOGL, GOOG
52-Week Range Analysis: ACWI's share price has a 52-week low of $101.25 and a high of $143.045, with the last trade recorded at $141.13, indicating a strong position near its high.
Understanding ETFs: Exchange traded funds (ETFs) function like stocks, where investors buy and sell "units" that can be created or destroyed based on demand, impacting the underlying assets.
Monitoring ETF Flows: Weekly tracking of shares outstanding helps identify ETFs with significant inflows (new units created) or outflows (units destroyed), which can affect the individual components of the ETFs.
Disclaimer on Views: The opinions expressed in the article are those of the author and do not necessarily represent the views of Nasdaq, Inc.
Trade with 70% Backtested Accuracy
Analyst Views on GOOG
About GOOG
About the author

- Land Acquisition: St George Mining has entered into a binding agreement to acquire 166 hectares of industrial land for 14 million Brazilian reais (approximately A$3.8 million), laying the groundwork for its niobium-rare earths project in Brazil.
- Resource Potential Unlocking: The new land will allow the company to establish processing facilities outside the mining tenure, preventing sterilization of the orebody, which is expected to facilitate parallel advancements in resource upgrades and exploration efforts.
- Environmental Protection Measures: The company also acquired a separate 163-hectare conservation area aimed at offsetting environmental impacts and supporting operational licensing requirements, demonstrating its commitment to sustainable practices.
- Positive Market Outlook: With global niobium demand projected to grow at 6% annually, St George Mining is positioning itself to enter a tightly concentrated and strategically significant market, especially as the U.S. identifies niobium as a critical mineral.
- Meta's Smart Glasses Success: Meta Platforms has developed a successful smart glasses business, indicating a strong foothold in the market.
- Mainstream Adoption Challenge: The company faces the challenge of making the product mainstream before competitors can catch up.
AI Impact Summit in New Delhi: Top tech executives will convene in New Delhi, India, for an AI Impact Summit starting Monday.
Previous Summits: This event follows government-led summits on artificial intelligence that have taken place in the U.K., South Korea, and France.
- End of Traditional Software: Mark Cuban warns on a podcast that the era of static software is ending, as businesses will need to adapt to software limitations, with future solutions being customized to specific business needs in real-time.
- Rise of Implementation Opportunities: While traditional SaaS faces threats, Cuban sees a significant opportunity in providing AI implementation solutions for 33 million small-to-medium-sized businesses, urging students to focus on applying AI in companies rather than just creating new models.
- New Career Prospects: By bridging complex data with real-world problems, young professionals can modernize business economics faster than ever, with Cuban asserting this will be the primary job market for graduates.
- Shift Among Industry Giants: Cuban notes that even industry leaders like Microsoft are recognizing the importance of transitioning to unique usage, indicating a growing demand for personalized solutions in the market.
- Spending Overview: The five largest hyperscalers, including Amazon, Alphabet, Microsoft, Meta, and Oracle, are projected to budget over $700 billion by 2026, reflecting a strong demand for building AI data centers and driving growth in related sectors.
- Capital Expenditure Growth: Amazon plans to spend $200 billion in 2026, a 56% increase from $128.3 billion in 2025; Alphabet's spending is expected to reach $180 billion, with a staggering 97% year-over-year growth, significantly enhancing its market competitiveness.
- Surge in Chip Demand: These five companies are set to spend over $450 billion on GPUs, CPUs, and other AI accelerator chips in 2026, creating substantial market opportunities for chipmakers, particularly for leading firms like Taiwan Semiconductor Manufacturing Company (TSMC).
- Long-Term Growth Outlook: TSMC has raised its annual revenue growth forecast for 2024-2029 from 20% to 25%, and with the rapid increase in AI chip demand, the potential for gross margin and profit growth in the coming years is substantial, making it a valuable investment despite its stock reaching all-time highs.
- Momentum Surge: The company's momentum score increased from 89.27 to 92.92, placing it in the top 10% of all stocks tracked by Benzinga Edge, indicating strong price strength and volatility, which enhances market confidence in its future performance.
- Economic Growth Boost: Taiwan's economy experienced a 70% surge in exports in January, the fastest pace in 16 years, driven almost entirely by AI hardware, further solidifying TSM's market position and profitability.
- Bullish Wall Street Outlook: DA Davidson recently initiated coverage on TSM with a Buy rating and a $450 price target, suggesting significant upside from current levels, reflecting strong market confidence in its future growth.
- Strong Financial Performance: TSM's stock has risen 14.63% year-to-date, while the Nasdaq 100 was down 1.88% during the same period, demonstrating its robust performance amid increased Big Tech spending, further solidifying its leadership in the high-end node market.










