This AI Fund Is Crushing QQQ, and Nvidia Is Barely 2% of It

A niche AI fund with almost no Nvidia is somehow lapping QQQ by a massive margin, and the reason why reveals a blind spot most investors have about where AI profits actually come from.

24/7 Wall Street • Aug 28, 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

AIS: After A 136% Gain, The Best AI Trade Goes Beyond Chips

The VistaShares Artificial Intelligence Supercycle ETF (AIS) offers targeted exposure to AI infrastructure suppliers benefiting from ongoing capital spending. I rate AIS a BUY after a 22% pullback, expecting 12%–20% upside over 6–12 months, driven by robust demand for cooling, power, and memory. AIS stands out versus SMH and AIQ by focusing on cooling, power, and memory, not just semiconductors or software/cloud providers.

Seeking Alpha • Aug 24, 2026

AIS: Buy The Infrastructure, Not The Hype

VistaShares Artificial Intelligence Supercycle ETF offers differentiated AI infrastructure exposure by actively targeting supply chain components, not just dominant GPU names like NVIDIA. AIS's Bill of Materials approach yields less concentration—top 10 at 44%—with SK Hynix and Micron jointly at 16% and NVIDIA at just 2%. I see a 12-month price target of $93 (33% upside from ~$70), supported by hyperscaler AI capex forecasts exceeding $600 billion in 2026.

Seeking Alpha • Jul 21, 2026

VistaShares Bets the Next AI Winners Will Be Robots, Not Just Chips

As artificial intelligence investing broadens beyond chips and large language models into robotics and automation, newer thematic ETFs are positioning themselves around what many investors call the next leg of the AI trade. VistaShares' Robotics Supercycle ETF (NYSE:RTOO), launched alongside the Space Supercycle ETF (NYSE:GALX) and Defense Supercycle ETF (NYSE:AMMO), is one such entrant aiming to capitalize on the growing “physical AI” trend.

Benzinga • Jul 21, 2026

Top Investment Themes for Q2 2026: AI, Semis, South Korea, & Space

Markets are embracing the idea that we are in an AI supercycle. Investors are betting on a multi-decade technological shift, similar to the internet, that will transform industries, computing, and infrastructure.

ETF Trends • Jul 17, 2026

Why Investors Might Ignore the SpaceX Selloff: ETFs in Focus

SpaceX stumbles post-IPO, but space ETFs offer a diversified way to play the long-term boom in the sector.

Zacks Investment Research • Jun 29, 2026

SpaceX Set for Rapid Entry into Nasdaq-100: ETFs in Focus

SpaceX SPCX is poised to become one of the fastest additions ever to the Nasdaq-100 index, triggering a new wave of demand from passive investors less than a month after its blockbuster public market debut. Nasdaq announced after the close on June 26, 2026 that SpaceX qualifies for inclusion in the technology-heavy benchmark.

Zacks Investment Research • Jun 29, 2026

AIS: The AI Bottleneck Thesis Still Has Legs

VistaShares Artificial Intelligence Supercycle ETF has already caught the AI infrastructure rally, but the bottleneck story is not over. AIS's core thesis remains intact as hyperscalers ramp CapEx and memory bottlenecks persist, with Micron and SK hynix comprising over 15% of assets. The fund's active structure enables dynamic exposure to evolving AI infrastructure bottlenecks, beyond just memory, including networking and power.

Seeking Alpha • Jun 25, 2026

A.I.S. Resources Announces Land Package Expansion

VANCOUVER, British Columbia, June 09, 2026 (GLOBE NEWSWIRE) -- A.I.S. Resources Limited (TSXV: AIS, OTC-Pink: AISSF, FRA: 5YH) (“A.I.S.

GlobeNewsWire • Jun 9, 2026