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In this video, Mary Ellen spotlights the areas driving market momentum following Taiwan Semiconductor’s record-breaking earnings report. She analyzes continued strength in semiconductors, utilities, industrials, and AI-driven sectors, plus highlights new leadership in robotics and innovation-focused ETFs like ARK. From there, Mary Ellen breaks down weakness in health care and…

Cobalt prices remained elevated through Q2 2025, holding strong after a sharp early-year rally triggered by the Democratic Republic of Congo’s (DRC) export ban on cobalt hydroxide. Announced in February, the restriction quickly pushed standard-grade cobalt metal up 45 percent month-over-month to US$15.75 per pound, while cobalt sulfate prices spiked…