
Chairman Powell's interest rate cut hints at across-the-board gains, and the cash-backed theme of "solar, uranium, and defense" is taking off (2025.08.22).
Chairman Powell's hint of a rate cut boosted the overall market, with funds concentrated in interest rate sensitive solar, such as ENPH, and uranium and rare earths, mainly UEC and UUUU. The combination of supply-side news also brought a clear focus on themes.