Trump 'Pays Attention to The Stock Market': Wall Street Eyes Signs of TACO Amid Iran War

When Pacer ETFs launched SRVR, in 2018, the AI boom was still years away. The original thesis—streaming, e-commerce, a more connected world—was straightforward enough. What nobody fully anticipated was how dramatically AI would accelerate the demand for data center infrastructure. Seven years later, Sean O’Hara, President of Pacer ETF Distributors, makes the case for why SRVR’s moment may have only just arrived.

After 15 years of U.S. dominance, most advisors find themselves structurally underweight international equities—and the 2025 MSCI EAFE Index breakout made that gap hard to ignore. WisdomTree’s Jeff Weniger breaks down where the opportunity sits now: Japan’s governance revolution, the underappreciated advantage of currency hedging, and why owning broad international funds may not be enough to capture what matters most in today’s shifting global order.