One tiny company just cracked Google’s $19B problem

Google says its AI-powered search could cost them $20 billion per year in electricity.

That’s nearly half their profits… gone.

But researchers at Northwestern just proved one new material cuts chips energy usage by up to 99%.

Now Google’s projected savings? $19 billion.

Every year.

And one small U.S. company is the only source of this material, currently producing 30 metric tons a year out of Texas.

They’re not a household name. But they’re sitting on what may be the most important upgrade in the history of AI.

The stock is still under $20… for now.

Chris Rowe

Sunday's Featured News

Equal Weight ETFs: Hidden Upside in Today's Market

Written by Gabriel Osorio-Mazilli. Published 8/23/2025.

Edited Article open-track-here

Key Points

The S&P 500 has reached a historical gap to the Equal Weight S&P 500, which means some trouble could be ahead. Here's how to cover your portfolio.
A rotation back to historical norms would mean double-digit upside in this ETF, as well as downside protection.
With a true way to be diversified, investors can remain in the market while cutting out some excess.

Investors have become accustomed to evaluating the market through one lens—usually the S&P 500 or the Nasdaq-100. But those indices are merely benchmarks, and like any benchmark, they reveal true opportunities only when measured against alternatives.

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It's no different than thinking 4% annual yields on bonds are attractive—until you find a safe conglomerate offering 6% instead.

This is the power of benchmarking, and it's how investors can still uncover alpha in today's noisy ETF landscape.

The SPDR S&P 500 ETF Trust (NYSEARCA: SPY) is the default choice for many, yet few realize how much it has diverged from peers like the iShares Russell 2000 ETF (NYSEARCA: IWM) or, more importantly, its close cousin, the Invesco S&P 500 Equal Weight ETF (NYSEARCA: RSP).

The implications of this divergence could point directly to the next big opportunity.

Today’s Market Is Not Yesterday’s Market

When investors buy SPY, they expect broad exposure to American businesses across industries. Today, however, most of its weight is concentrated in a handful of stocks.

Those names all sit in the red-hot technology sector, with NVIDIA Co. (NASDAQ: NVDA) now the largest holding. In effect, SPY buyers are overweight technology—and overweight NVIDIA—often without realizing it.

This concentration has helped SPY outperform. Over the past 12 months, SPY has beaten the iShares Russell 2000 ETF by more than 10%, as high rates and inflation keep smaller companies boxed in. Meanwhile, giants like NVIDIA can deploy billions toward strategic pivots that sidestep those same constraints.

Enter the Equal Weight S&P 500 ETF (RSP), which assigns each company the same weight, offering a more balanced view of the U.S. economy. Unlike SPY, no single name—or sector—dominates.

Today, the performance gap between SPY and RSP has widened to 17.5%—a disparity not seen since the 2008 financial crisis. That doesn't signal another crash is imminent, but history tells us such a gap is unlikely to persist. Either RSP will catch up, or SPY will pull back.

Why Choose Equal Weight?

By historical standards, the 17.5% gap suggests convergence is due. That could play out in one of two ways: RSP outperforms to close the gap, or SPY falls enough to narrow the difference. In either scenario, the setup favors RSP.

Upside potential: If RSP merely catches up to SPY, investors could see gains near 17.5%, a move supported by past precedent. Downside protection: Should SPY sell off, RSP is well positioned to hold up better, given its current lag.

Digging into RSP's holdings reinforces the case. No individual stock accounts for more than 0.24% of the portfolio, and periodic rebalancing keeps outliers in check. Even the top ten holdings span consumer, financial, and technology sectors, painting a broader portrait of the U.S. economy.

Contrast that with SPY's heavy tilt toward technology—especially semiconductors and chipmakers. While that concentration can shine in a tech-driven rally, it undermines diversification and heightens exposure to tail risk.

In short, RSP offers a simple way to play a tightening SPY gap while also providing more downside resilience if the market turns against today's concentrated leaders.

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