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ETF News and Commentary: Archive

Sanghamitra Saha

Defense ETFs in 2026: Trump's Spending Push & Other Key Tailwinds

Defense ETFs like ITA rally as Trump eyes a $500B spending hike, geopolitics intensify and earnings surge despite stretched valuations.

LMTPositive Net Change NOCPositive Net Change SPYPositive Net Change ITAPositive Net Change

Aparajita Dutta

Strategic Semiconductor ETF Picks as China's Inflation Hits Three-Year High

China's inflation surge raises cost risks for global chipmakers, pushing investors toward US-leaning semiconductor ETFs like PSI.

TXNPositive Net Change AMDNegative Net Change MUPositive Net Change NVDANegative Net Change KLACPositive Net Change AVGOPositive Net Change AMKRPositive Net Change PSIPositive Net Change FTXLPositive Net Change SHOCPositive Net Change

Aparajita Dutta

Betting on a Boom: 3 Healthcare ETFs for 2026 and Beyond

After a late-2025 rebound eased policy fears, healthcare ETFs like IXJ are gaining attention as investors position for a sector comeback in 2026.

AZNPositive Net Change LLYNegative Net Change XLVNegative Net Change VHTNegative Net Change IXJNegative Net Change

Aparajita Dutta

Clean Energy ETFs in Spotlight as US Pulls Out Of Global Climate Treaties

US exit from global climate treaties shifts clean energy focus to globally diversified ETFs like ICLN, PBW and FAN.

ENPHNegative Net Change VWDRYPositive Net Change PBWPositive Net Change ICLNPositive Net Change FANPositive Net Change IBDRYNegative Net Change ENLTPositive Net Change LZMPositive Net Change GEVNegative Net Change LARNegative Net Change

Yashwardhan Jain

ETFs to Consider Amid Geopolitical Woes and Higher US Military Budget

Trump's $1.5T military budget and rising global tensions could lift defense ETFs and spill over into cybersecurity, AI, manufacturing and space ETFs.

LMTPositive Net Change NOCPositive Net Change SHLDPositive Net Change XLIPositive Net Change HACKPositive Net Change ITAPositive Net Change PPAPositive Net Change FTECPositive Net Change CIBRPositive Net Change IYWPositive Net Change BOTZPositive Net Change AIQPositive Net Change UFOPositive Net Change ROKTPositive Net Change BUGPositive Net Change RTXPositive Net Change ARKXPositive Net Change MADEPositive Net Change EUADPositive Net Change

Yashwardhan Jain

India ETFs Offer Compelling Growth Upside: Is the Risk Worth Taking?

Despite tariff worries and equity outflows, India's growth story makes its ETFs a compelling play.

EPINegative Net Change INDANegative Net Change INDYNegative Net Change FLINNegative Net Change NFTYNegative Net Change

Sanghamitra Saha

Here's Why Biotech ETFs Are Rallying Hard

Biotech rally gains steam on valuations, rate cuts, FDA wins & M&A. IBB, XBI, CANC and IDNA are ETFs near one-year highs.

IBBPositive Net Change SPYPositive Net Change XBIPositive Net Change IDNAPositive Net Change CANCPositive Net Change

Sanghamitra Saha

Oil Services ETF (OIH) Hits New 52-Week High

OIH hits a fresh 52-week high as oil prices stay firm and momentum builds. Can the rally last amid high risk?

USOPositive Net Change OIHPositive Net Change

Sanghamitra Saha

5 ETFs to Buy for January

5 ETFs to buy in January: momentum, small caps, chips, defense and healthcare shine as markets rally early in 2026 -- IWM, MTUM, SMH, XAR and IHE.

QQQPositive Net Change SPYPositive Net Change DIAPositive Net Change IWMPositive Net Change SMHPositive Net Change IHENegative Net Change XARPositive Net Change MTUMPositive Net Change SPYGPositive Net Change SPYVPositive Net Change

Aparajita Dutta

The Hottest Trade of 2026 Isn't Bitcoin - It's XRP ETFs

XRP ETFs steal the spotlight in 2026 as a 25% January surge leaves Bitcoin behind.

XRPTNegative Net Change UXRPNegative Net Change XRPNegative Net Change GXRPNegative Net Change

Aparajita Dutta

Battery ETF (LIMI) Touches New 52-Week High

LIMI hits a new 52-week high as rebounding lithium prices fuel a nearly 195% surge from last year's lows.

LIMIPositive Net Change

Aparajita Dutta

ETFs to Gain as Alphabet Beats Apple in Market Capitalization

Alphabet overtakes Apple in market value for the first time since 2019, which may lift key ETFs.

AAPLPositive Net Change NVDANegative Net Change GOOGLPositive Net Change VOXPositive Net Change XLCPositive Net Change GXPCPositive Net Change

Sanghamitra Saha

Time for China ETFs Now?

China ETFs are back in focus as easing policy, resilient exports and Goldman's bullish outlook lift tech and large caps like FXI, CQQQ and ECNS.

CNXTPositive Net Change FXINegative Net Change CQQQPositive Net Change ECNSPositive Net Change TCHIPositive Net Change

Yashwardhan Jain

Is it Time to Pay Attention to Value ETF Investing Again?

As geopolitical risks rise and volatility lingers, value investing stands out as an attractive strategy. Look at ETFs to simplify the implementation of the strategy.

VTVPositive Net Change VBRPositive Net Change IWSPositive Net Change AVLVPositive Net Change JAVAPositive Net Change

Zacks Equity Research

Silver ETF (SLV) Hits New 52-Week High

SLV hits a 52-week high, up 178% from its low, as silver rallies on supply constraints and a softer dollar outlook.

SLVPositive Net Change

Sanghamitra Saha

Buffett Indicator Turns Red: Time for High-Momentum Value ETFs?

Buffett indicator at record highs flags risk. These high-momentum, lower-P/E ETFs -- DEM, DFJ, BUSA, DFNL, DGT -- may offer value cushions.

AMZNPositive Net Change AAPLPositive Net Change GOOGLPositive Net Change DEMPositive Net Change DFJPositive Net Change DGTPositive Net Change DFNLNegative Net Change BUSAPositive Net Change

Aparajita Dutta

Bank ETFs in Spotlight as US National Debt Crosses $38 Trillion

Bank ETFs like KBE are in focus as U.S. debt tops $38T, reshaping rate policy risks and opportunities for the banking sector in 2026.

GSPositive Net Change BACNegative Net Change WFCPositive Net Change MSPositive Net Change CPositive Net Change RKTPositive Net Change KBENegative Net Change KBWBNegative Net Change FTXONegative Net Change JXNPositive Net Change

Aparajita Dutta

Defense ETFs to Gain if Trump Acts on His Intervention Threat on Iran

ITA and other defense ETFs could benefit as Trump threatens Iran intervention, raising prospects of higher weapon demand.

LMTPositive Net Change NOCPositive Net Change SHLDPositive Net Change ITAPositive Net Change PPAPositive Net Change LHXPositive Net Change RTXPositive Net Change

Sanghamitra Saha

ETF Stories to Rule in 2026

ETF themes to watch in 2026: S&P 500 strength, metals momentum, banks, AI, robotaxis, clean energy and global ETFs like SPY, COPX, TAN.

SPYPositive Net Change TANNegative Net Change SLVPositive Net Change PBWPositive Net Change VOOPositive Net Change KBWBNegative Net Change IVVPositive Net Change PALLPositive Net Change FTXLPositive Net Change CPERPositive Net Change PLTMPositive Net Change

Sanghamitra Saha

Copper Mining ETF (COPX) Hits a New 52-Week High

Copper Miners ETF COPX hits a 52-week high, surging 150% from its low as copper prices rally. Strong momentum signals more upside ahead.

COPXPositive Net Change

Neena Mishra

Why Defense Stocks & ETFs Can Continue to Soar

Rising geopolitical risks are fueling a rally in defense and aerospace stocks.

BAPositive Net Change LMTPositive Net Change NOCPositive Net Change GEPositive Net Change SHLDPositive Net Change ITAPositive Net Change XARPositive Net Change PLTRPositive Net Change EUADPositive Net Change

Yashwardhan Jain

Is 2026 the Year to Go Big on Defense ETFs?

As geopolitical risks increase and defense stocks gain momentum, these Aerospace and Defense ETFs are worth a closer look in 2026.

LMTPositive Net Change NOCPositive Net Change SHLDPositive Net Change ITAPositive Net Change PPAPositive Net Change XARPositive Net Change RTXPositive Net Change MISLPositive Net Change NATOPositive Net Change EUADPositive Net Change

Sanghamitra Saha

Can ETF Winners of Q4 of 2025 Rally in Q1 of 2026?

Q4's top ETF winners -- silver, biotech and lithium -- outpaced markets. Can SIVR, SLV, BBC and LITP extend gains into 2026?

SLVPositive Net Change BBCPositive Net Change SIVRPositive Net Change SBIOPositive Net Change LITPNegative Net Change ILITPositive Net Change

Sanghamitra Saha

Can S&P 500 Sustain Double-Digit Winning Streak in 2026? ETFs in Focus

Can the S&P 500 extend its double-digit run in 2026? Valuations, Fed shifts, AI risks loom as ETFs like SPY, XLK, GLD take focus.

NVDANegative Net Change GLDPositive Net Change XLKPositive Net Change SMHPositive Net Change

Aparajita Dutta

Energy ETFs in Spotlight as Trump Vows to Control Venezuela's Oil

Energy ETFs like XLE draw focus after Trump vows US control of Venezuela's oil, drawing attention to firms tied to the nation's vast reserves.

CVXPositive Net Change XOMPositive Net Change COPNegative Net Change XLEPositive Net Change IYEPositive Net Change VDEPositive Net Change FENYPositive Net Change