MarketCatalystActive ETFs hold just 12–13% of ETF industry assets but are capturing up to 40% of this year's inflows, with global assets hitting a record $2.72 trillion as volatility, mutual fund share-class conversions, and a wave of new products fuel the boom.
Global bond yields are hitting multi-decade highs on sticky inflation, record government debt issuance, resilient growth, and an AI-driven borrowing boom — and the sell-off is starting to weigh on stocks.
Stocks pared losses Thursday as revived hopes for a deal to reopen the Strait of Hormuz offset pressure from rising Treasury yields, with Meta and Eli Lilly leading gains while Oracle and AI-trade names weighed on the tape.
Akamai shares jumped nearly 17% after hours after announcing a seven-year, $11.6 billion cloud deal with Anthropic, complete with an equity warrant and up to $9 billion in potential expansion.
IonQ shares rose 12% after testing a real-time quantum error decoder, the same day the company announced deployment deals with Florida International University and NVIDIA's NVAQC for its new Superion 256 system.
Meta unveiled major Muse upgrades at Connect 2026, including live video chat, dedicated email addresses, new retail partners like Walmart and Best Buy, and a transaction-fee business model