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Zacks News
Are Humanoid Robots the Next Trillion-Dollar AI Theme? ETFs in Focus
by Yashwardhan Jain
As the focus shifts from digital intelligence to physical intelligence, physical AI may be the next multi-trillion-dollar opportunity. These ETFs offer a way in.
AI Bubble Fears? ETFs Still Offer Growth Potential
by Sanghamitra Saha
The AI rally may look stretched, but history and massive spending forecasts suggest AI ETFs could still offer long-term upside.
ETFs to Follow Amid U.S.-China Summit
by Sanghamitra Saha
U.S.-China summit revived hopes for trade, AI chip access and Boeing deals, lifting prospects for China tech, semis and aerospace ETFs.
Is AI Rally More Restrained Than the Dot-Com Bubble? ETFs in Focus
by Sanghamitra Saha
AI boom fears persist, but some strategists say today's rally looks far more rational than the dot-com bubble, backed by decent valuation and real demand.
Big Tech Bets Big on AI Spending: ETFs to Win
by Sanghamitra Saha
Big Tech is doubling down on AI, with 2026 capex estimates hitting $725B (per Yahoo Finance). Ride the spending boom with tech, semiconductor and AI-focused ETFs.
Sector ETFs to Benefit from U.S.-Iran Unrest
by Sanghamitra Saha
Rising U.S.-Iran tensions lifted oil risks and defense outlook, positioning energy, shipping, cybersecurity and metals ETFs for potential gains.
AI Disruption Hit Multiple Sector ETFs: Is the Fear Overblown?
by Sanghamitra Saha
AI fears shake software, financials and real estate -- but analysts say disruption risks may be overstated. Which ETFs could benefit now?
Meta, Microsoft Earnings Signal AI Payoff Matters: ETFs in Focus
by Sanghamitra Saha
Big Tech earnings revive AI payoff fears. META rallies on growth, MSFT slides on payoff concerns. Which AI ETFs still make sense now?
ETFs to Consider Amid Geopolitical Woes and Higher US Military Budget
by Yashwardhan Jain
Trump's $1.5T military budget and rising global tensions could lift defense ETFs and spill over into cybersecurity, AI, manufacturing and space ETFs.
The Zacks Analyst Blog Highlights IYW, FTEC, AIQ, FDN, XT and BOTZ
by Zacks Equity Research
AI-rich valuations spark caution, but strong Mag 7 earnings keep tech ETFs like IYW, FTEC, AIQ, FDN, XT and BOTZ in focus.