AI fever ignites a boom in thematic ETFs as fund managers hunt for their next big hit

The runaway success of the artificial-intelligence trade has left investors hungry for the next big market theme. Wall Street fund managers are happily obliging with a flurry of new targeted products, helping investors invest in everything from the rise of robotics to the incipient space economy.

Market Watch • Oct 24, 2026

EUV: Buy Thesis Remains Strong, Despite Steep Pullback

Corgi Lithography & Semiconductor Photonics ETF remains a Buy, driven by robust demand for 2-nanometer technology, advanced lithography, and automation in chip fabrication. EUV's top holdings—TSMC, ASML, and Lam Research—are positioned to capitalize on AI infrastructure, high-performance memory, and efficiency-focused fabrication trends. Despite a 17% share price decline since May 2026, EUV's fundamentals remain strong, with a forward P/E of 26.13x and a lower expense ratio than peers.

Seeking Alpha • Oct 21, 2026

G'Day! Australia Cannot Stop This ETF Avalanche

I spent the last two weeks in Australia hanging out with kangaroos and koalas. However, the ETF market didn't take a vacation while I was away.

ETF Trends • Aug 28, 2026

Beyond Nvidia: Buy These ETFs to Capture AI's Optical Boom

Optics are emerging as the next AI infrastructure bottleneck. These three ETFs offer diversified exposure to the photonics boom.

Zacks Investment Research • Aug 18, 2026

The Next Wave Of AI Is Optics, And The EUV ETF Owns It

I am initiating coverage of the Corgi Lithography & Semiconductor Photonics ETF with a Buy rating, behind an ever-more compelling shift from memory to optics in AI infrastructure. EUV offers concentrated exposure to optics and optical interconnects (~29% weight), avoiding memory-heavy names and Chinese transceiver suppliers, and complements traditional semiconductor funds. Recent regulatory developments and Nvidia's platform evolution favor US and European optics suppliers, with the optics market growing at an infrastructure buildout pace.

Seeking Alpha • Aug 10, 2026

AI ETFs: Memory & Photonics Move Into Focus

Key Takeaways: AI investing is broadening beyond processors to memory and photonics, which address critical data storage and connectivity bottlenecks. Both memory and photonics ETFs offer targeted access to global leaders, but concentrated holdings can amplify both opportunity and volatility.

ETF Trends • Aug 6, 2026

EUV: Semiconductor Fears Don't Scare Me

The Corgi Lithography & Semiconductor Photonics ETF (EUV) has dropped over 20% in a month. EUV offers active, thematic exposure to lithography and photonics, with top holdings like TSMC and ASML, and a competitive 0.35% expense ratio. Despite sector fears of margin contraction from Chinese oversupply, EUV's core holdings remain insulated (IMO), especially ASML's EUV monopoly.

Seeking Alpha • Aug 3, 2026

AI Chip Stocks Just Got Crushed. 3 Semiconductor ETFs to Buy the Dip On

Semiconductor stocks have made investors' fortunes over the past four years, and by extension, semiconductor ETFs turned into the best-performing names.

24/7 Wall Street • Jul 23, 2026

AI's most explosive hardware trades are hitting a wall. Why optical and memory stocks are falling.

Optical stocks have emerged as a bountiful play on the artificial-intelligence trade, but Friday's selloff is putting a damper on that momentum.

Market Watch • Jun 26, 2026

EUV: Capturing Critical Points In The Semiconductor Supply Chain

Corgi Lithography & Semiconductor Photonics ETF is rated a buy for its targeted exposure to critical semiconductor supply chain segments and competitive holdings. EUV's top holdings—TSM, ASML, and LRCX—offer strong profitability, industry leadership, and technological innovation, underpinning the fund's superior performance outlook. With a 0.35% expense ratio and an estimated valuation edge over peers, EUV provides cost-effective, actively managed access to semiconductor growth drivers.

Seeking Alpha • May 25, 2026