Artificial Intelligence

As AI power demand surges, Big Tech is turning to nuclear energy — creating new opportunities in data center cooling and mission-critical HVAC infrastructure.

Jacob Hemmer argues that in today’s AI-dominated market—marked by concentrated index leadership and surging capex—investors must prioritize valuation discipline and capital cycle awareness over compelling narratives.

A Conversation with Dr. Maria Milina, Vice President and Product Specialist, Xtrackers by DWS.

After reading a viral Citrini Research Substack on AI disruption, I went down an ETF rabbit hole to identify industry funds that could face the biggest risks.

Retail investors can potentially front run the upcoming IPO craze with these ETFs that own hot private companies like SpaceX and Anthropic.

Software ETFs have seen increased inflows and volatility thanks to investor fears about AI disruption.

By focusing on firms with meaningful AI-related patent activity, the Xtrackers Artificial Intelligence and Big Data ETF (XAIX) aims to capture the true drivers of the AI megatrend.

From energy transmission from data centers to semiconductors to software, here are the ETFs best aligned with each stage of the AI value chain and how they fit together.

Both ETFs are actively managed by well-known Wall Street bulls and target innovation, but achieve their exposure in very different ways.