Chips and Frack: How the AI Boom Rhymes with the US Shale Cycle

Published on October 5, 2026

Few investors would naturally put artificial intelligence data centers and US shale oil in the same frame. One is built on advanced semiconductors and software; the other on rock, steel and drilling rigs. But the economic pattern is familiar. A breakthrough changes what is possible, demand outruns supply, attractive profit pools emerge and capital floods in.

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VettaFi Locks In SPADE Defense Index Acquisition

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VettaFi has experienced strong growth as a differentiated index provider in 2026. This momentum continues with today’s acquisition of The SPADE® Defense Index. The deal adds a popular, high-conviction thematic sector strategy to a global platform. More than $260 billion in index-based assets is tied to VettaFi.

Recalibrating Rates, Not Tightening Policy

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