The Magnificent Seven grabbed the first wave of AI profits, but a quieter group of mid-cap companies is quietly positioning for what comes next. Three ETFs are already tracking the emerging leaders ...
"The AI trade is moving from the spenders of cash to the receivers of cash," says Tejas Dessai, director of thematic research at Global X. In the first phase, he says, investors focused on the ...
The AI trade in 2026 has broadened well past mega-cap headliners. The backdrop favors the layer of the stack bought after the GPUs.
Nvidia dominates the headlines, but some of the biggest AI-driven gains are quietly emerging from a corner of the market most investors overlook entirely.
Big Tech lags AI buildout suppliers despite early AI monetization gains. Click for this look at the upcoming earnings season ...
Investors are always looking for the next big thing in artificial intelligence (AI). While tech giants like Microsoft Co. (NASDAQ: MSFT), Alphabet Inc. (NASDAQ: GOOG) and Nvidia Co. (NASDAQ: NVDA) ...
I like many of the mega-cap leaders in AI, including most of the so-called "Magnificent Seven" stocks. However, valuation is an important factor to me. Many AI stocks with market caps of $200 billion ...
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