How Policy, Geopolitics And AI Are Reshaping Markets

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

Seeking Alpha • Sep 26, 2026

More Signs Of Growth Across AI And Europe

Europe shows tentative signs of improvement, but the recovery remains uneven. AI investment is increasingly influencing U.S. capital spending and trade.

Seeking Alpha • Aug 29, 2026

AI and Robotics Are a Battleground for U.S. and China. This Is the Best Bet.

Convertible bonds boosted by AI craze, Meta faces landmark trial, why streaming matters, and more news to start your day.

Barrons • Aug 19, 2026

A Guide to Investing in AI ETFs

AI ETFs offer diversified exposure to a fast-growing sector, but wide performance gaps show why fund selection and strategy matter.

Zacks Investment Research • Aug 13, 2026

AI's Biggest Gainers

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.

Seeking Alpha • Jul 21, 2026

Markets Rattled By New Chinese AI Model: What Investors Need To Know

New Chinese AI Model Kimi K3 is raising questions for established players. Investors are questioning whether AI industry still has pricing power.

Seeking Alpha • Jul 21, 2026

Earnings And Semiconductors Power Markets

Equities extend gains as earnings and semiconductors lead markets higher. Consumer confidence remains subdued despite economic resilience.

Seeking Alpha • May 30, 2026

Jensen Huang Calls It the Next Wave of AI. 5 ETFs Built for the Embodied AI Era

Jensen Huang has spent the past year saying the next artificial intelligence (AI) boom will land in factories, warehouses, hospitals, and on highways, where AI gets a body.

24/7 Wall Street • May 18, 2026

ROBT: Lost In The Stack; One Of The Worst AI ETFs

First Trust Nasdaq Artificial Intelligence and Robotics ETF is structurally flawed due to its equal-weight, 138-stock portfolio lacking a coherent AI thesis. ROBT underperforms peers during the AI supercycle, with a Sharpe ratio of 0.49 and a high 1.92 beta, failing to capture true AI infrastructure value. The fund's 0.65% expense ratio is unjustified given its passive, undifferentiated approach and mediocre returns compared to conviction-driven competitors like BOTZ and AIQ.

Seeking Alpha • May 12, 2026

Intel Comeback Shows Need for Fair Valuation: ETFs in Focus

Intel's comeback highlights valuation risks. AI ETFs look pricey -- here are relatively lower P/E options investors can consider now.

Zacks Investment Research • Apr 29, 2026