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VettaFi Director of Research Cinthia Murphy appeared on CNBC's ETF Edge to discuss second-quarter earnings, thematic ETFs, and sector trends.
Industrials have quietly stopped being a reshoring story and started being an AI infrastructure bet, and the distinction changes everything about where the rally goes from here.
HALO stocks are gaining favor as investors rotate toward tangible assets and AI-resistant businesses. Here are ETFs to play the trend.
The Industrial Select Sector SPDR Fund (NYSEARCA:XLI) is the default way most investors own U.S. industrials. It holds the industrial names in the S&P 500, providing broad exposure to aerospace, machinery, railroads, and defense at a low cost. XLI has done its job over the last year, returning 24.05% through July 7, 2026. The trouble... Broad Industrials Are Fine. This Infrastructure Fund Rode the AI Build-Out to 28%
GE Aerospace (NYSE:GE | GE Price Prediction) is having a moment.
German engine manufacturer Deutz said on Thursday it had agreed to acquire 100% of military vehicle maker FFG Flensburger Fahrzeugbau Gesellschaft for €1.6 billion, to be paid partly in cash and partly through newly issued Deutz shares.
AI infrastructure spending, strong defense demand, and rising manufacturing activity have all helped to push the industrials sector higher this year. The benchmark Industrial Select Sector SPDR Fund NYSEARCA: XLI, which tracks a broad index of large S&P companies in the industrials sector, has returned more than 16% year to date (YTD), making it one of the top-performing sector-specific funds over that period.
Celebrate America's 250th birthday with ETFs tied to U.S. manufacturing, AI leadership and defense strength as domestic themes shine.