Data Science Podcast
Arbor Data Science Podcast: Semiconductors
February 6, 2026 | Gus Handler
Today Petr discusses the growth in semiconductors.
Today Petr discusses the growth in semiconductors.
Florida housing inventory exceeded pre-pandemic levels for the second year in a row in December 2025 with 160,877 homes for sale
The defense budget for the U.S. is projected to be $831.5 billion in 2026. This is nearly triple the size of China's defense budget of $303.0 billion
Friday, 1/30/2026, was a day of reckoning for the price of silver.
According to OPEC, Venezuela had approximately 303.22 billion barrels of oil beneath it's surface as of 2024, the most of any nation.
As of Q3 2025, South Africa had the largest supply of refined platinum at 73.26%, followed by Russia at 11.10%, Zimbabwe at 8.5%, Other 3.6% and North America at 3.52%
The three ETF categories with the largest inflows for the week that ended on 01/30/2026 were Global ETFs at $9.74 billion, U.S. Large-cap ETFs at $7.75 billion, and Consumer Cyclical Sectors ETFs at $4.49 billion
Fixed Income and Corporate Sector Returns, Options-Adjusted Spreads, Credit ETF Flows, Biggest Movers, Issuance Recap
The three ETF categories with the largest inflows for the week that ended on 01/02/2026 were U.S. Large-cap ETFs at $16.26 billion, Aggregate Bond ETFs at $3.44 billion, and Global ETFs at $3.14 billion.
Recent News, Shipping Rates, Supply Chain Pressure, Capacity Utilization, and Inventory/Sales Ratios.
Recent News, Shipping Rates, Supply Chain Pressure, Capacity Utilization, and Inventory/Sales Ratios.
Recent News, Shipping Rates, Supply Chain Pressure, Capacity Utilization, and Inventory/Sales Ratios.
Total Returns, The State of Inflation, Market-Based Expectations, Energy and Commodities
Total Returns, The State of Inflation, Market-Based Expectations, Energy and Commodities, Shelter Inflation, and CPI Breakdown
Total Returns, The State of Inflation, Market-Based Expectations, Energy and Commodities, Shelter Inflation, and CPI Breakdown
Today Petr discusses the growth in semiconductors.
Today Petr discusses the boom in data centers.
Today Sam will discuss Oil Opportunities in Venezuela, the Impact on WTI & Global Oil Supply.