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Nvidia and AMD are investing $4 billion in Meta's AI ambitions. Discover four ETFs offering exposure to these tech giants and the broader AI ecosystem.
Artificial intelligence (AI) stocks have led the broader market higher over the last few years, but volatility is starting to ramp up. Trying to pick winners and losers in the AI industry isn't easy, so buying an exchange-traded fund might be a better option for most investors.
Markets are broader than headlines suggest. AI is driving wider economic growth in Canada. Why Canada is positioned to benefit from the AI buildout.
Neocloud is reshaping AI infrastructure as demand surges. These three ETFs offer targeted exposure while reducing single-stock volatility.
The iShares Future AI & Tech ETF offers aggressive AI/tech exposure, posting a 78.2% total return over twelve months. ARTY's rules-based strategy leads to high sector concentration (86% tech) and elevated risk, with a 3-year beta of 1.95. While ARTY captures global AI supply chain growth, it includes holdings with weak fundamentals and governance concerns.
It feels like we're reaching a moment of peak doubt about the AI boom, so investors have big choices to make.
ARTY, WQTM, and ARKX represent a progression from commercial AI to speculative quantum computing and diversified space/defense innovation. ARTY is my highest-conviction Buy, backed by strong earnings, hyperscaler capex, and leading AI hardware/software exposure despite a 37x earnings multiple. WQTM is a speculative buy, offering quantum computing optionality but trading at 119x trailing earnings; position sizing should be small due to high valuation risk.
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.
SEC filings for ARTY aren't indexed yet (common for recently launched funds). Browse the issuer's filings on SEC EDGAR directly.