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 Sylvia Jablonski, CEO and CIO of Defiance ETFs, about the broader market, the AI trade, quantum computing, and drones.
The biggest takeaway from the blockbuster results reported by Alphabet (GOOG - Free Report) , Amazon (AMZN - Free Report) , Meta Platforms (META - Free Report) , and Microsoft (MSFT - Free Report) was that the AI trade is not slowing down. The king of the AI trade, NVIDIA (NVDA - Free Report) , reports earnings this week.
The four hyperscalers are now set to spend a combined $725 billion in capex this year, but investors want to know whether these massive outlays will generate tangible returns anytime soon. At the same time, the AI trade has broadened lately, with investors increasingly looking beyond chipmakers to other areas poised to benefit from the revolution.
The Defiance AI & Power Infrastructure ETF (AIPO - Free Report) targets companies deriving at least 50% of their revenue from AI hardware, data centers, power infrastructure, or related sectors. Quanta Services (PWR - Free Report) and GE Vernova (GEV - Free Report) are among the fund’s top holdings.
Quantum stocks have also attracted significant investor interest as markets speculate on the next major technological breakthrough after AI. The technology has the potential to transform the world, and some recent advancements suggest it may be closer to reality than previously expected.
Some of the world’s largest technology companies, along with many startups, are actively developing quantum computers or advancing quantum technologies. The Defiance Quantum ETF (QTUM - Free Report) provides exposure to the global quantum computing and machine learning industries.
Conflicts in the Middle East and Ukraine have highlighted how modern defense is being reshaped by drones, autonomous systems, and AI-driven capabilities. The Defiance Drone & Modern Warfare ETF (JEDI - Free Report) provides exposure to these areas.
Tune in to the podcast to learn more. Make sure to be on the lookout for the next edition of ETF Spotlight! If you have any comments or questions, please email podcast@zacks.com.
Zacks' 7 Best Strong Buy Stocks (New Research Report)
Valued at $99, click below to receive our just-released report
predicting the 7 stocks that will soar highest in the coming month.
View the Zacks #1 Rank List
Image: Bigstock
Beyond NVIDIA: The Next Phase of the AI Investment Boom
In this episode of ETF Spotlight, I speak with Sylvia Jablonski, CEO and CIO of Defiance ETFs, about the broader market, the AI trade, quantum computing, and drones.
The biggest takeaway from the blockbuster results reported by Alphabet (GOOG - Free Report) , Amazon (AMZN - Free Report) , Meta Platforms (META - Free Report) , and Microsoft (MSFT - Free Report) was that the AI trade is not slowing down. The king of the AI trade, NVIDIA (NVDA - Free Report) , reports earnings this week.
The four hyperscalers are now set to spend a combined $725 billion in capex this year, but investors want to know whether these massive outlays will generate tangible returns anytime soon. At the same time, the AI trade has broadened lately, with investors increasingly looking beyond chipmakers to other areas poised to benefit from the revolution.
The Defiance AI & Power Infrastructure ETF (AIPO - Free Report) targets companies deriving at least 50% of their revenue from AI hardware, data centers, power infrastructure, or related sectors. Quanta Services (PWR - Free Report) and GE Vernova (GEV - Free Report) are among the fund’s top holdings.
Quantum stocks have also attracted significant investor interest as markets speculate on the next major technological breakthrough after AI. The technology has the potential to transform the world, and some recent advancements suggest it may be closer to reality than previously expected.
Some of the world’s largest technology companies, along with many startups, are actively developing quantum computers or advancing quantum technologies. The Defiance Quantum ETF (QTUM - Free Report) provides exposure to the global quantum computing and machine learning industries.
Conflicts in the Middle East and Ukraine have highlighted how modern defense is being reshaped by drones, autonomous systems, and AI-driven capabilities. The Defiance Drone & Modern Warfare ETF (JEDI - Free Report) provides exposure to these areas.
Tune in to the podcast to learn more. Make sure to be on the lookout for the next edition of ETF Spotlight! If you have any comments or questions, please email podcast@zacks.com.