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Stocks & ETFs for AI, Travel & Green Hydrogen

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  • (1:00) - Breaking Down The Market Performance: Can The Fed Still Manage A Soft Landing?
  • (4:20) - Where Are The Opportunities For Good Long Term Growth?
  • (8:30) - Investing Into Quantum Computing: Defiance Quantum ETF (QTUM - Free Report)
  • (12:00) -  Breaking Down The Surge In Travel Stocks: Defiance Hotel and Cruise ETF (CRUZ - Free Report)
  • (15:45) - The Fuel Of The Future: Defiance Next Gen H2 ETF (HDRO - Free Report)
  • (19:30) - Episode Roundup: JETS, AWAY, HYDR  
  •                 Podcast@Zacks.com

 

In this episode of ETF Spotlight, I speak with Sylvia Jablonski, CEO and CIO at Defiance ETFs, about the broader market and some interesting thematic ETFs.

Stocks struggled in February after an impressive start to the year. Sylvia believes that the market could stay volatile in the short term but sees great opportunities for longer-term investing.

She likes tech giants and semiconductor stocks like NVIDIA (NVDA - Free Report) and AMD (AMD - Free Report) that could benefit from the great adoption of artificial intelligence. She is also bullish on travel and green hydrogen themes.

The Defiance Quantum ETF (QTUM - Free Report) provides exposure to companies on the forefront of machine learning, quantum computing, cloud computing, and other transformative computing technologies. Its holdings include NVIDIA, AMD, Microsoft (MSFT - Free Report) and Alphabet (GOOGL - Free Report) .

Travel stocks were among the early winners this year as they benefited from the post-pandemic surge in travel demand as well as the shift in consumer spending from goods to services. These areas may get an additional boost from China reopening.

The Defiance Hotel, Airline, and Cruise ETF (CRUZ - Free Report) holds airline, hotel, and cruise stocks. Hilton Worldwide (HLT - Free Report) Royal Caribbean Cruises (RCL - Free Report) and Delta Air Lines (DAL - Free Report) are its top holdings.

Hydrogen is often touted as the fuel of the future, and even big oil companies are investing millions in green hydrogen projects. However, the technology is not currently cost-effective. The Inflation Reduction Act includes new incentives for green hydrogen and could boost these stocks.

The Defiance Next Gen H2 ETF (HDRO - Free Report) provides diversified exposure to global firms focused on the development of hydrogen and fuel cell technologies.

Tune in to the podcast to learn more.

Make sure to be on the lookout for the next edition of the ETF Spotlight and remember to subscribe! If you have any comments or questions, please email podcast@zacks.com.

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