AI Stocks Are Stuck – and Not Because of Earnings

The strangest standoff in the market

InvestorPlace • Sep 3, 2026

3 Reasons Why Anthropic IPO Could Be Huge: ETFs in Focus

Anthropic is heading toward a potential blockbuster IPO, fueled by rapid revenue growth, major AI deals and ambitious valuation targets.

Zacks Investment Research • Sep 3, 2026

Governments Are Encouraging Industrial Robotic Growth

The robotics sector, including ETFs like BOTZ, ROBO, and ARKQ, offers early-stage growth potential but requires investor patience and measured position sizing. Industrial robotics, with measurable demand and recurring revenue models (e.g.

Seeking Alpha • Sep 3, 2026

Bet on These 3 AI ETFs to Beat the September Curse

AI ETFs offer diversified exposure to a booming industry, giving investors a way to navigate September volatility while staying invested in AI's growth.

Zacks Investment Research • Sep 2, 2026

More Signs Of Growth Across AI And Europe

Europe shows tentative signs of improvement, but the recovery remains uneven. AI investment is increasingly influencing U.S. capital spending and trade.

Seeking Alpha • Aug 29, 2026

NVIDIA Raises the Bar on AI Growth: AI ETFs to Win

NVIDIA's 70% growth outlook reinforces the AI boom, benefiting ETFs targeting generative AI, quantum computing, robotics and next-gen software.

Zacks Investment Research • Aug 27, 2026

Nvidia's Halo Effect: Let's Look At How Much Of Today's Chip Rally Is Real

Nvidia's strong earnings signal genuine, funded demand in the AI infrastructure build-out, impacting the entire semiconductor stack. AI-related stocks surged on Nvidia's print, but much of the move reflects sentiment rather than company-specific fundamentals.

Seeking Alpha • Aug 27, 2026

America's New Luddites Are Coming For The AI Data Center Boom

Public opposition to new data centers is surging, with 61% of U.S. adults now against local construction—up 12 points since spring. Contrary to popular belief, data centers have not raised electricity rates and use minimal water compared to other industries.

Seeking Alpha • Aug 26, 2026

The AI CapEx Trifecta: Grid, Gear, And Local Pushback

AI CapEx is at the heart of this supercycle. Full stop. If data center delays push hyperscaler CapEx to the right, the impact can spread well beyond cloud stocks into semiconductors, networking, memory, and power equipment.

Seeking Alpha • Aug 26, 2026

Cheapest AI Infrastructure Play Left: Crypto Miners Converting To AI Data Centers

Bitcoin miners are pivoting to AI data center operations, securing long-term contracts and reducing revenue volatility tied to BTC price swings. Sector leaders like TeraWulf and Core Scientific have signed multi-billion dollar AI compute contracts, with projections that AI services could reach 70% of revenue by 2026.

Seeking Alpha • Aug 25, 2026