We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
In this episode of ETF Spotlight, I speak with Pedro Palandrani, Head of Product Research & Development at Global X, about the best thematic investment opportunities for 2026.
OpenAI released ChatGPT a little over three years ago, kicking off the current AI mania and fueling a powerful rally in AI-related stocks. NVIDIA (NVDA - Free Report) became the first company to surpass a $5 trillion market capitalization in October.
The world’s biggest companies are spending hundreds of billions of dollars in the race to develop artificial general intelligence (AGI) when machines become capable of performing human-level cognitive tasks.
According to Global X, while ChatGPT catalyzed mass-market AI adoption, the coming AGI-driven transformation could be even larger and more disruptive than any tech wave we’ve seen before and it may propel the next decade of tech dominance.
Chips and hardware have been the early beneficiaries of the AI trade, but as the AI ecosystem matures, the entire computing value chain is going to broaden. ETFs like the Global X Artificial Intelligence & Technology ETF (AIQ - Free Report) and iShares Future AI & Tech ETF (ARTY - Free Report) have significantly outperformed the broader market this year as well.
Around the world, rising tensions are sparking a defense spending boom, as countries race to upgrade with AI, autonomous drones, and advanced cyber defenses.
The Global X Defense Tech ETF (SHLD - Free Report) invests in companies positioned to benefit from the increased adoption and utilization of defense technology. Palantir Technologies (PLTR - Free Report) is its top holding.
The global infrastructure theme is likely at a pivotal inflection point, driven by both urgency and innovation. Take a look at ETFs like the Global X U.S. Infrastructure Development ETF (PAVE - Free Report) .
Tune in to the podcast to learn more.
Be sure to look out for the next edition of ETF Spotlight, and remember to subscribe! If you have any comments or questions, please email podcast@zacks.com
See More Zacks Research for These Tickers
Normally $25 each - click below to receive one report FREE:
Image: Bigstock
Top Thematic Investing Opportunities for 2026
In this episode of ETF Spotlight, I speak with Pedro Palandrani, Head of Product Research & Development at Global X, about the best thematic investment opportunities for 2026.
OpenAI released ChatGPT a little over three years ago, kicking off the current AI mania and fueling a powerful rally in AI-related stocks. NVIDIA (NVDA - Free Report) became the first company to surpass a $5 trillion market capitalization in October.
The world’s biggest companies are spending hundreds of billions of dollars in the race to develop artificial general intelligence (AGI) when machines become capable of performing human-level cognitive tasks.
According to Global X, while ChatGPT catalyzed mass-market AI adoption, the coming AGI-driven transformation could be even larger and more disruptive than any tech wave we’ve seen before and it may propel the next decade of tech dominance.
Chips and hardware have been the early beneficiaries of the AI trade, but as the AI ecosystem matures, the entire computing value chain is going to broaden. ETFs like the Global X Artificial Intelligence & Technology ETF (AIQ - Free Report) and iShares Future AI & Tech ETF (ARTY - Free Report) have significantly outperformed the broader market this year as well.
Around the world, rising tensions are sparking a defense spending boom, as countries race to upgrade with AI, autonomous drones, and advanced cyber defenses.
The Global X Defense Tech ETF (SHLD - Free Report) invests in companies positioned to benefit from the increased adoption and utilization of defense technology. Palantir Technologies (PLTR - Free Report) is its top holding.
The global infrastructure theme is likely at a pivotal inflection point, driven by both urgency and innovation. Take a look at ETFs like the Global X U.S. Infrastructure Development ETF (PAVE - Free Report) .
Tune in to the podcast to learn more.
Be sure to look out for the next edition of ETF Spotlight, and remember to subscribe! If you have any comments or questions, please email podcast@zacks.com