$94 Billion Robotics Market Set to Surge 300%: 1 ETF to Buy Now

Some corners of the robotics industry could actually surge much more than 300%. Signs point to estimates for industry growth being too restrained.

The Motley Fool • 16 hours ago

BOTZ: This Is Why The Trump Administration Is Interested In Robotics

I reiterate a 'Buy' rating on the Global X Robotics & Artificial Intelligence ETF, anticipating a major trigger from potential U.S. government support. BOTZ offers concentrated exposure to robotics and AI, with Nvidia as its top holding and nearly 60% in its top ten positions. Three core arguments support the fund: imminent policy catalysts, sector deleveraging with improving fundamentals, and attractive valuation at 36x P/E vs. a 50x historical high.

Seeking Alpha • Dec 5, 2025

ETFs in Focus as AI Tools Boost Record Black Friday Spending

AI-fueled record Black Friday spending and soaring e-commerce traffic may lift AI-focused ETFs like IYW, AIQ, FDN, XT and BOTZ amid strong tech and online retail demand.

Zacks Investment Research • Dec 1, 2025

Prediction: This Robotics ETF Will Outperform Over the Next 5 Years

A projected 1.9 million unfilled U.S. manufacturing jobs by 2033 make automation a necessity, not a luxury. This fund's concentrated structure allocates heavily to the sector's winners rather than diluting returns across dozens of also-rans.

The Motley Fool • Nov 30, 2025

Why The U.S.-China AI Arms Race Is Entering A Critical New Phase

The U.S.-China AI race is intensifying, with China rapidly closing the gap in patents, power capacity, and AI model efficiency. U.S. firms like OpenAI, Anthropic, and Alphabet still lead in high-value chips and model development, but China's power expansion is a decisive factor.

Seeking Alpha • Nov 28, 2025

THNQ Sidesteps Nvidia Concentration With Rival Chipmakers

The ROBO Global Artificial Intelligence ETF (THNQ) holds Nvidia at just 2.25% of assets while overweighting the chipmaker's competitors, positioning the fund as a hedge against concentration risk that plagues many other popular AI ETFs.

ETF Trends • Nov 26, 2025

The More They Drop, The More I Load Up

3 dividend stocks with attractive dividend yields, high-quality business models and management teams, and very strong growth potential have pulled back lately. I look at the risks that have prompted the market to beat them down aggressively. I also detail why I think the risks are overblown, and these stocks are compelling buys on the dip.

Seeking Alpha • Nov 18, 2025

The Energy Chart Nobody Is Paying Attention To, But It Could Change Everything

I share the one chart that is not getting nearly enough attention, given its immense implications for the world economy. This chart reveals a massive power shift that markets haven't priced in, and it could reshape the entire future of AI, manufacturing, and geopolitics. I detail how I am positioning my portfolio to take advantage of it.

Seeking Alpha • Nov 17, 2025

Hot tech stock ETFs, from AI to quantum computing, have made investors lots of money. Is it time to sell?

Thematic ETFs tied to trends like artificial intelligence and quantum computing have drawn billions in new money into the market, and the portfolios have been rewarding investors with big gains. But ETF Action's Mike Akins warns that investors need to be mindful of significant risks within these newer portfolio categories, such as similarly branded AI funds, where performance differs by as much as 60% this year.

CNBC • Nov 14, 2025

10 High Quality ETFs & Stocks To Buy In The Next Market Downturn And Hold Until 2030

By 2030, global trends will be dominated by AI, electrification, renewable energy, and demographic shifts (retired baby boomers), shaping investment opportunities and risks. Equity markets, especially US and AI-related stocks, are currently overvalued; investors should prepare a shopping list for quality ETFs and stocks to buy after downturns. Top ETFs span global, US, Asia, India, renewables, EVs, aging demographics, lithium, gold, and silver, balancing growth and defensive themes.

Seeking Alpha • Nov 12, 2025