Artificial Intelligence

High demand for AI data centers, DRAM, and NAND flash storage has created a severe supply shortage, and these ETFs have been major beneficiaries so far.

Clough Capital’s CEO Vince Lorusso explains why rising dispersion and AI-led disruption may be creating fertile ground for active equity strategies.

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.