Bottom of the Stack: ETFs Fueling the AI Power Play

Markets have treated AI as a gold rush of LLMs, chips and cloud applications, but as the industry shifts from chatbots to agentic systems —  AI that autonomously runs workflows and makes decisions — hyperscalers are now facing a brutal physical bottleneck.

ETF Trends • Jun 9, 2026

Solar's Most Hated Year Became Its Best Five Months. The Setup That Explains the 120% Gain.

If you bought Invesco Solar ETF (NYSEARCA:TAN) on the last trading day of 2025 at about $49 and checked your account at Monday's close, your shares were worth about $71, a gain of about 45% in roughly five months.

24/7 Wall Street • Jun 3, 2026

Tech Shift Fuels Double-Digit ETF Gains

Three ALPS ETFs each gained more than 10% in May as investors shifted money into technology and away from traditional energy. Key Takeaways: ACES gained 19.4% last month and is up 72.5% over the past year, while the energy sector fell 5.31% for the week ended May 29.

ETF Trends • Jun 2, 2026

Clean Energy ETF (ACES) Hits New 52-Week High

ACES hits a 52-week high, surging about 77% from its low as rising oil prices and energy security fears boost clean energy momentum.

Zacks Investment Research • Jun 1, 2026

Tide Is Turning in Favor of Clean Energy Stocks

Roughly four and a half months into 2026, it's widely known that the energy sector is the best-performing group in the S&P 500. The war in Iran is playing a big part in that movie, as higher oil prices are propelling an array of fossil fuels stocks.

ETF Trends • May 14, 2026

The Zacks Analyst Blog ICLN, QCLN, ACES and TAN

ICLN, QCLN, ACES and TAN gain attention as low-emission power growth outpaces global electricity supply growth.

Zacks Investment Research • May 14, 2026

Green ETFs to Watch as Low-Emission Power Beats Global Electric Supply

Green ETFs like ICLN surge as renewables matched coal generation in 2025, with solar and nuclear driving global low-emission power growth.

Zacks Investment Research • May 13, 2026

AI Pivot: Electrification Infrastructure in Focus

While 2025 was dominated by GPU makers and semiconductor stocks, 2026 is revealing a different infrastructure challenge: AI data centers require massive, reliable, 24/7 power that the current U.S. grid is unprepared to deliver, according to ALPS Q2 2026 Market Themes to Watch.

ETF Trends • May 6, 2026

US sets preliminary antidumping duties on solar imports from India, Indonesia and Laos

The U.S. Commerce Department on ​Thursday announced preliminary antidumping ‌duties on solar cells and panels imported ​from India, Indonesia ​and Laos, the latest ⁠in a ​string of tariffs imposed ​over a decade on cheap solar imports from ​Asia.

Reuters • Apr 23, 2026

Surging Oil Prices Put Spotlight Back on Clean Energy

Experienced traders have seen this movie before. When oil prices surge, clean and renewable energy equities often follow suit.

ETF Trends • Mar 27, 2026