U.S. Global Investors

U.S. Global Investors, Inc. is an innovative investment manager with vast experience in global markets and specialized sectors.

NASDAQ: $GROW

[U.S. Global Investors @USFunds]

At U.S. Global Investors, thematic investing starts here.

Through our award-winning research and Smart Beta 2.0 methodology, we educate investors on high-conviction themes ranging from luxury markets and precious metals to global airlines, commodities and aerospace & defense.

If you’re a curious investor looking to explore the trends shaping tomorrow’s markets, we invite you to learn more about what we offer.

Sign up for FREE research and explore our suite of products at https://t.co/tX8Eq0xzP3.

[U.S. Global Investors @USFunds]

Micron Technology is rapidly emerging as a cornerstone of the AI economy, with its surge toward a $1 trillion valuation fueled by unprecedented demand for memory chips.

As AI adoption accelerates, pricing power, revenues, and earnings are all reaching record levels.

With supply constrained and hyperscale data center buildouts intensifying, Micron is no longer just a cyclical semiconductor name. The company is becoming a critical enabler of global AI infrastructure.

Learn more and follow along at https://t.co/tX8Eq0xzP3.

[U.S. Global Investors @USFunds]

Gold is in our DNA. Let’s bring it home, San Antonio!

Go Spurs Go!

[U.S. Global Investors @USFunds]

Aluminum has climbed to a four-year high as supply concerns continue to support prices.

Disruptions to shipments from the Middle East, responsible for roughly 80% of global supply, combined with production curtailments, have tightened the market.

With idled smelters requiring weeks or even months to restart and reach operating temperatures, supply constraints may keep aluminum prices elevated for longer than many investors expect.

Follow along with updates across the commodities space, including ways to gain portfolio exposure, at https://t.co/tX8Eq0xzP3.

[U.S. Global Investors @USFunds]

Leopold Aschenbrenner's AI thesis has become one of the most closely watched narratives in tech and investing, arguing that artificial general intelligence (AGI) could arrive much sooner than many expect.

His hedge fund, Situational Awareness LP, grew its disclosed assets from $254 million at the end of 2024 to $13.7 billion in Q1 2025, a remarkable 54x increase.

See the chart below and learn more about what this could mean for investors in CEO Frank @bulldogholmes’ latest blog post: https://t.co/aD9CG0Rua9

[U.S. Global Investors @USFunds]

Gold has overtaken U.S. Treasuries as a share of global official reserves.

ECB data out today show gold rose to 27% of total official reserves at the end of 2025, surpassing Treasuries at 22% and the euro at 15%.

Price gains helped drive the shift, but central bank demand also points to gold’s role as a geopolitical hedge.

Sign up for our free, weekly research into gold and precious metals: https://t.co/oPkwoYMuRf

[U.S. Global Investors @USFunds]

Shares of Marriott International reached a new record high as investors continued to favor the company’s asset-light business model, which generates strong fee-based revenue with lower capital requirements. Optimism around global travel demand, improving hotel occupancy trends and resilient consumer spending further supported sentiment toward the hospitality sector.

Read more: https://t.co/9ksSSCVJbG

[U.S. Global Investors @USFunds]

INSANE: The PHLX Semiconductor Index has climbed 82% so far in 2026, its best-ever performance through the first 100 trading days of any year. The previous record was set in 1995. Companies in the index have added roughly $5.7 trillion in market capitalization this year alone.

Check out the article: https://t.co/aD9CG0Rua9

[U.S. Global Investors @USFunds]

EasyJet shares soared after U.S. investment firm Castlelake disclosed it is considering a potential bid for the airline.

EasyJet called any approach "highly opportunistic," arguing the stock has been unfairly pressured by higher fuel costs and weaker travel sentiment tied to Middle East tensions.

For airline investors, the story is a reminder that periods of market weakness can create opportunities, and that strategic assets like EasyJet's airport slots and network may be worth more than current valuations suggest.

Follow along for updates on the potential takeover along with other market-moving news in the global aviation space at https://t.co/wl4KAwUfB2.

[U.S. Global Investors @USFunds]

Delta is looking beyond its strong domestic network for its next phase of growth.

According to Morgan Stanley, the airline is prioritizing international expansion opportunities, including new routes and strategic partnerships in India, Saudi Arabia, Hong Kong, South America, and Mexico, as a key driver of long-term growth.

With global travel demand remaining resilient, expanding its international presence could help Delta diversify revenue streams and strengthen its competitive position worldwide.

We remain bullish on the stock!

To follow along our weekly updates in the global aviation space, and to explore ways to gain exposure, check out https://t.co/tX8Eq0xzP3.

[U.S. Global Investors @USFunds]

FedEx Freight has officially completed its spin-off from FedEx Corporation and begins trading today on the NYSE under the ticker $FDXF.

As the largest pure-play less-than-truckload (LTL) carrier in North America, FedEx Freight enters its next chapter as an independent company with a network of more than 26,000 service center doors.

The company is also set to join the S&P 500 and Dow Jones Transportation Average, reports @Bloomberg.

The separation gives investors direct exposure to one of North America's leading freight transportation businesses.

For more on the logistics and transport sector, follow along at https://t.co/tX8Eq0xzP3.

[U.S. Global Investors @USFunds]

Despite concerns about consumer spending, demand for travel remains resilient, explains CEO Frank @bulldogholmes.

In fact, global cruise passengers hit a record 37.2 million last year and are projected to grow again in 2026, according to CLIA. Viking Holdings, a Switzerland-based cruise company that we own in our funds, announced that its Q1 revenue rose 17.5% YoY.

Not only that, its 2026 sailings are already 92% booked. We remain bullish on the stock and the travel sector as a whole.

Read Holmes’ full insights on the travel sector in his latest blog post: https://t.co/88BJJlkYld

[U.S. Global Investors @USFunds]

Did you know?

U.S. airlines ship 61,000 tons of cargo to/from more than 220 countries every day, reports @AirlinesDotOrg.

Behind every shipment is a supply chain that keeps the global economy moving.

From semiconductors and pharmaceuticals to e-commerce and critical industrial goods…U.S. passenger and cargo airlines play a vital role in connecting businesses and enabling time-sensitive commerce worldwide.

As global demand for air freight and travel continues to evolve, airlines remain a foundational part of economic growth and we remain bullish!

To learn more about the global aviation sector, including ways to gain portfolio exposure, visit https://t.co/tX8Eq0xzP3.

[U.S. Global Investors @USFunds]

The gaming and digital entertainment space could be getting a major new powerhouse.

Caesars Entertainment is reportedly set to be acquired by Fertitta Entertainment in a $17.6 billion all-cash deal, reports Yahoo! Finance, including debt, combining Caesars’ casino and online gaming operations with Golden Nugget properties and Landry’s expansive restaurant portfolio.

The combined platform would span 60 casino resorts, digital gaming and sports betting operations, and more than 600 restaurant locations, creating one of the most diversified hospitality and gaming ecosystems in the industry.

Caesars’ shares moved higher following the announcement as investors weighed the scale and growth potential of the combined business.

Follow along for market-moving news like this and more at https://t.co/wl4KAwUNqA.

[U.S. Global Investors @USFunds]

Poland is cementing its status as one of Europe’s fastest-growing defense markets.

The country plans to finalize $27 billion in military equipment deals under the EU SAFE program by the end of May, including tanks, artillery, and air defense systems.

Already Europe’s top defense spender relative to GDP, Poland is expected to allocate 4.8% of GDP to defense in 2026 as the region ramps up rearmament efforts, reports @Reuters.

For more on market-moving events across the defense sector, including ways to invest, visit https://t.co/tX8Eq0y7EB.

[U.S. Global Investors @USFunds]

Airlines, cruise operators, and travel-adjacent companies are navigating a market where consumers are making one thing clear: they’ll pay more, adjust their plans, and blend work with leisure before giving up travel altogether.

That’s according to CEO Frank @bulldogholmes, who explains in his latest blog post that despite higher fuel costs and hotel rates, demand for travel remains strong.

In real terms, the consumer price index (CPI) for airline fares actually fell 3.5% from 2019 to 2025.

At the same time, low-cost carriers like Breeze, Frontier, and JetBlue are expanding aggressively in markets vacated by Spirit Airlines, helping keep pricing competitive even as demand rises.

Read Holmes’ full insights on @SeekingAlpha: https://t.co/p2hAiogHxm

[U.S. Global Investors @USFunds]

Travel demand remained strong over Memorial Day weekend despite inflation and higher fuel prices, with a record 45 million Americans traveling and millions more expected to take trips this summer.

Meanwhile, Airlines Reporting Corporation (ARC) says that April travel agency ticket sales topped $10 billion, up 15% year-over-year, while total passenger trips settled reached 26.4 million.

CEO Frank @bulldogholmes explores what these trends could mean for the airline industry and investors in his latest blog post: https://t.co/88BJJlkYld

[U.S. Global Investors @USFunds]

Micron Technology just crossed $1 trillion in market capitalization, joining a select group of semiconductor leaders powering the AI buildout.

The story goes beyond chips. AI infrastructure depends on high-bandwidth memory, data centers, GPUs, power and advanced manufacturing.

U.S. Global Investors proudly maintains exposure to Micron. Learn more at https://t.co/wl4KAwUfB2.

[U.S. Global Investors @USFunds]

Global cruise demand remains strong, even as travel stocks face pressure. According to CLIA, cruise passengers reached a record 37.2 million last year and are projected to rise to 38.3 million this year.

Viking is one standout: Shares are up approximately 18% year-to-date through May 21, despite broader leisure travel weakness. The company reported Q1 revenue of $1.05 billion, up 17.5% year-over-year, and says 2026 sailings are already 92% booked.

Read the full article at https://t.co/88BJJlkYld.

[U.S. Global Investors @USFunds]

Big win for San Antonio International Airport as it recently secured a $10 million federal grant for the next phase of its new terminal project, part of a broader expansion designed to meet rising travel demand.

The new terminal is expected to open in 2028 and will significantly expand capacity, reinforcing long-term growth trends for airlines, airports, and the broader travel industry.

Positive infrastructure investment like this is another reminder why many investors remain bullish on travel and aviation stocks, as do we!

Learn more about gaining exposure to this area of the market at https://t.co/tX8Eq0xzP3.