Undisruptable: How Dividend Stocks Became Market Leaders - And Why That Scares Me

Dividend stocks and defensive sectors have dramatically outperformed as investors flee AI-vulnerable and AI-spending industries, but valuations now appear stretched. Consumer staples and energy sectors trade at historically high forward P/E multiples, often exceeding the S&P 500, despite lower long-term earnings growth prospects. Materials and industrials have also become extended, with valuations reflecting significant future earnings already priced in, especially given AI infrastructure spending.

Seeking Alpha • Feb 14, 2026

3 Thematic ETFs for the AI Revolution

Artificial intelligence has been one of the most impactful technologies released, and it's only getting better.

24/7 Wall Street • Feb 11, 2026

Revenge Of The Dividend Stocks

Dividend stocks have sharply outperformed AI-related tech stocks since November 2025, reversing a multi-year trend. I see the rally in dividend ETFs like SCHD as overextended, prompting a pause in new purchases despite recent gains. AI is likely to benefit users more than makers, with sectors like banks, energy, and consumer staples positioned as early winners.

Seeking Alpha • Feb 7, 2026

5 AI ETFs You Need to Own Before the Global Market Hits $5 Trillion

The global artificial intelligence ecosystem is forecast to expand 25-fold during the next seven years. With so much money being plowed into AI development, the investment opportunities in this sector are still huge.

The Motley Fool • Feb 6, 2026

1 No-Brainer Artificial Intelligence (AI) ETF to Confidently Buy With $70 in 2026

Investors who didn't own artificial intelligence (AI) stocks last year likely underperformed the broader market. Picking winners and losers in the AI boom isn't easy, but there is a simple alternative.

The Motley Fool • Jan 28, 2026

XLK vs. CHAT: Broad Tech Exposure or a Focused AI Bet?

CHAT charges a much higher expense ratio but has delivered a stronger 1-year return XLK is far larger and more diversified within the technology sector, while CHAT tilts toward generative AI and applies an ESG screen CHAT has exhibited higher volatility and a deeper recent drawdown, reflecting its concentrated and thematic approach CEO says this is worth 18 Nvidias. Will this make the world's first trillionaire?

The Motley Fool • Jan 29, 2026

Better Artificial Intelligence Tech ETF: Roundhill's CHAT vs. Vanguard's VGT

CHAT has delivered a much higher one-year return and yield than VGT, but with greater volatility and a steeper drawdown. CHAT is actively managed and applies an ESG screen, while VGT tracks a broad technology index passively.

The Motley Fool • Jan 25, 2026

Beyond the Hype: Top ETFs to Buy as AI Shifts Into a Long-Term Growth Phase

AI is entering a long-term growth phase in 2026, with $527B in capex driving a broadening bull market in AI ETFs like AIQ.

Zacks Investment Research • Jan 20, 2026

3 AI ETFs Underperforming the S&P 500 That Are Set to Surge 26% or More

Artificial intelligence remains a key driver of stock market success. These three AI ETFs have been successful in the past, and have underperformed the market in the last month.

The Motley Fool • Jan 14, 2026

Nvidia–Eli Lilly Tie-Up Shows Why AI Drug Discovery Is The Next ETF Battleground

NVIDIA Corp.'s (NASDAQ: NVDA) and Eli Lilly and Co.'s (NYSE: LLY) newly announced $1 billion AI co-innovation lab underscores how artificial intelligence is spreading beyond data centers into medicine, and ETF investors are beginning to price that into thematic funds.

Benzinga • Jan 14, 2026