

Markets are broader than headlines suggest. AI is driving wider economic growth in Canada. Why Canada is positioned to benefit from the AI buildout.

Are her big ideas turning into big returns?

ARK Autonomous Technology & Robotics ETF (ARKQ) has delivered higher trailing returns. Global X - Robotics & Artificial Intelligence ETF (BOTZ) offers a lower expense ratio and a higher dividend yield for income-focused investors.

The Ark Invest founder is betting big on SpaceX.

The ARK Autonomous Technology & Robotics ETF (ARKQ) is best rated a Hold, with a bias to accumulate through volatility. ARKQ's portfolio has shifted toward quality and momentum names, with only 20-25% in true long-duration disruptive tech. Defense allocations provide differentiated, resilient exposure, while AI infrastructure and disruption themes face mixed near- and long-term outlooks.

The Nasdaq-100 technology index is trading in the green for 2026, but it's down 8% from its recent peak. The Roundhill Generative AI and Technology ETF is experiencing an even steeper drawdown, but it's still boasting a 40% year-to-date return.

AI is everywhere in the product. But revenue growth is decelerating, from 16% to 13% to 12% guided. The productivity benefits are arriving for users and end-consumers of AI, though it's not hitting the income statement (at least yet) for most companies.

China has unveiled a new carbon-peaking action plan that targets new energy vehicles (NEVs) accounting for 30% of the country's total vehicle fleet by 2030, marking a significant step in the electrification of the world's largest automobile market. The State Council on Thursday released the "15th Five-Year Plan" Carbon Peaking Action Plan, outlining the country's roadmap to peak carbon emissions before 2030.