Are Concerns Over CoreWeave's Debt Overblown? ETFs in Focus

Concerns over CoreWeave's debt may be overblown, while optimism about its business model persists. Explore ETFs offering exposure to the AI computing firm.

Zacks Investment Research • Oct 20, 2026

How Thematic ETFs Help Investors Meet the AI Moment

The ETF ecosystem grows almost every day, with hundreds of new strategies and massive flows coming with each year that goes by. Thanks to the ETF wrapper's flexibility, issuers can craft and release targeted, transparent, and tax-efficient solutions for portfolios.

ETF Trends • Oct 13, 2026

NCLD: Neocloud Strategy Poised To Deliver Substantial Upside

The Roundhill Neocloud ETF offers exposure to the emerging neocloud market, capitalizing on the transition from Bitcoin mining to AI/HPC data center hosting. NCLD is actively managed, highly concentrated in 22 holdings, and best suited as a growth component within a diversified portfolio. Key risks include high leverage, delayed cash generation until 2027-2028, and exposure to interest rate and construction market pressures.

Seeking Alpha • Sep 24, 2026

NCLD Is Not The Next DRAM, Wait For The Swing

The Roundhill Neocloud ETF is uniquely positioned in the neocloud thematic space but lacks the explosive AUM growth seen in DRAM. NCLD's concentrated exposure to CoreWeave and Nebius offers pure-play neocloud access, but both holdings exhibit volatile, non-trending price action. Fundamentals are challenged by rising component costs, high rates, and AI training slowdown risks, limiting conviction for new entries.

Seeking Alpha • Sep 24, 2026

AI ETFs to Buy Now as Neocloud Reshapes Cloud Infrastructure

Neocloud is reshaping AI infrastructure as demand surges. These three ETFs offer targeted exposure while reducing single-stock volatility.

Zacks Investment Research • Sep 24, 2026

Bet on Smart Money With These Stocks & ETFs

Institutional investors are becoming more selective on AI and tech. Here are the stocks and ETFs that could help investors follow the smart money.

Zacks Investment Research • Aug 19, 2026

5 ETF Areas of Last Week

Cooling inflation and softer jobs data eased Fed rate-hike fears, while AI, neocloud and memory ETFs delivered strong gains last week.

Zacks Investment Research • Aug 18, 2026

Bet on Neocloud Providers With This New ETF

Bet on the booming neocloud trend with a new ETF offering targeted exposure to GPU-as-a-Service and AI infrastructure providers.

Zacks Investment Research • Aug 13, 2026

Roundhill Investments Launches First-Ever Neocloud ETF (NCLD) and Photonics & Optics ETF (LYTE)

NCLD and LYTE provide precise exposure to the compute and connectivity layers powering the AI infrastructure buildout. NEW YORK, Aug. 6, 2026 /PRNewswire/ -- Roundhill Investments , an ETF sponsor focused on innovative financial products, today announced the launch of the Roundhill Neocloud ETF (Nasdaq: NCLD) and the Roundhill Photonics & Optics ETF (Cboe BZX: LYTE).

PRNewsWire • Aug 6, 2026