Micron Is Up 900% - Here's Why The AI Memory Trade May Still Have Room To Run

In less than a year's time, memory stocks have gone from just another way to play the AI trade to arguably its biggest beneficiaries from a return perspective. Micron, Samsung, and SK hynix now rank among the world's top 20 most valuable stocks, each with market capitalizations well above $1 trillion.

Seeking Alpha • Jul 1, 2026

AI Bubble Burst: Meta Admits 'Excess Compute Capacity'

Indications are that Meta admitted to having an excess compute capacity, and this is the first hyperscaler to admit so, with more likely to follow. The implications are a reduced or stalled AI capex, and thus, the AI infrastructure bubble burst.

Seeking Alpha • Jul 1, 2026

Beyond Mag 7: MANGOS or Big-10 ETFs Will Likely Rule Ahead

Wall Street's AI trade is expanding beyond the Mag-7. Discover emergent players and the ETFs best positioned to benefit.

Zacks Investment Research • Jun 24, 2026

Nvidia, CoreWeave, And Nebius: Inside The Circular Financing Of The GPU Boom

Neoclouds are seeing massive hyperscaler demand as companies race to scale AI infrastructure, resulting in rapid revenue and backlog growth. Leaders like CoreWeave and Nebius enable this through access to the latest Nvidia GPU's while also optimizing compute utilization.

Seeking Alpha • Jun 17, 2026

These ETFs Already Own Anthropic and OpenAI

ETFs from iShares, T. Rowe Price, ARK, Alger, and KraneShares have pre-IPO stakes in OpenAI or Anthropic.

Barrons • Jun 15, 2026

After Months of Watching AI Innovation ETFs Run These 3 Active Funds Stand Out and the Revolution Has Barely Started

Goldman Sachs models $765 billion in annual AI capital spending for 2026, climbing toward $1.6 trillion by 2031.

24/7 Wall Street • Jun 5, 2026

The $500 Billion Capex Question That Will Make or Break BAI in 2026

The iShares A.I. Innovation and Tech Active ETF (NYSEARCA:BAI) solves a problem that has tripped up most thematic funds: how to own the AI build-out without locking yourself into a static index that gets stale when the cycle shifts.

24/7 Wall Street • May 5, 2026

Crypto Markets Today, April 27: Bitcoin Slips Below $77,000 as Rally Falters

At 5.00 PM Eastern time, Bitcoin (BTC 2.17%) had slipped 1.6% to $76,978.87 while Ethereum (ETH 3.23%) was down 3.2% to $2,290.06 and Solana (SOL 3.05%) declined 2.9% to $84.19.

The Motley Fool • Apr 27, 2026

How to Gain AI Exposure Without Picking Stocks: 3 ETF Strategies Compared

Global X Artificial Intelligence & Technology ETF (NASDAQ:AIQ) tracks the Indxx Artificial Intelligence & Big Data Index, which casts a deliberately wide net.

24/7 Wall Street • Apr 16, 2026

3 AI ETFs That Let You Invest in the Entire AI Boom at Once

With the AI landscape constantly shifting, investors may not feel confident selecting individual companies in the space to target. Fortunately, a selective investment in a handful of AI-focused exchange-traded funds (ETFs) can offer broad exposure to this fast-growing space, including everything from infrastructure to hardware, applications, and energy, all in just a few funds.

MarketBeat • Apr 5, 2026