AI fever ignites a boom in thematic ETFs as fund managers hunt for their next big hit

The runaway success of the artificial-intelligence trade has left investors hungry for the next big market theme. Wall Street fund managers are happily obliging with a flurry of new targeted products, helping investors invest in everything from the rise of robotics to the incipient space economy.

Market Watch • 21 hours ago

Hedge Hyperscaler Volatility With AI Infrastructure Stocks

Wall Street's capital expenditure boom is showing no signs of slowing down, but have investors factored in the full extent of the opportunity construction and infrastructure firms could bring to their portfolios?

Benzinga • Oct 22, 2026

Global X ETFs Launches New Website and Largest Brand Campaign as Investors Embrace Innovation

NEW YORK--(BUSINESS WIRE)--A pioneer in thematic investing, Global X premiers the largest ad campaign in its history to announce a refreshed brand and transformed website.

Business Wire • Oct 19, 2026

Afraid of a Stock Market Crash? 4 Great ETFs to Buy Regardless.

The Vanguard S&P 500 ETF is a great core holding. The Invesco QQQ and Global X Artificial Intelligence & Technology ETF are two top growth and technology funds.

The Motley Fool • Oct 12, 2026

Thematic ETFs Have Exploded in 2026: See the Standouts

The acceleration of the ETF ecosystem in the last decade has seen countless new funds embrace the wrapper's tax efficiency and flexibility. That has seen more ETFs take on the core equity and fixed income categories to great success.

ETF Trends • Oct 5, 2026

A Guide to AI ETF Investment

AI spending is expected to hit $2.7 trillion in 2026 as adoption accelerates. Explore four AI ETFs with year-to-date gains of up to 58.3%.

Zacks Investment Research • Oct 3, 2026

Anthropic IPO: What ETF Investors Should Know

Anthropic's AI boom supports a potential $2T valuation, but Big Tech dependence and high compute costs pose risks.

Zacks Investment Research • Oct 2, 2026

Agentic AI Safety Boom: 3 ETF Areas Set to Benefit

AI agents are raising new safety concerns, potentially boosting demand for cybersecurity, AI infrastructure and NVIDIA-powered solutions.

Zacks Investment Research • Sep 30, 2026

How to Play the AI Trade With a Core-Satellite ETF Strategy

Unsure whether AI is a bubble or a boom? A core-satellite ETF strategy can help investors pursue AI growth without making an all-or-nothing bet.

Zacks Investment Research • Sep 30, 2026

AI: Substantial Cracks Have Formed Around This Bubble

The AI-driven equity rally faces mounting risks from extreme valuations, fragile credit markets, and insider selling reminiscent of past bubbles. AI infrastructure growth is constrained by U.S. electrical grid limitations, regulatory hurdles, and rising costs for power generation at new data centers.

Seeking Alpha • Sep 28, 2026