CHAT: AI Story Derailed By Macro Factors, Growth Story Remains Strong

Roundhill Generative AI & Technology ETF is rated buy, reflecting conviction in the AI theme's long-term durability despite recent volatility. AI investments remain robust, with hyperscalers guiding over $700B in 2026 capital outlays and even larger budgets in 2027, supporting sustained growth. Macroeconomic headwinds, inflationary pressures, and public opposition to data centers may cause near-term pullbacks but are not seen as structural threats.

Seeking Alpha • Jun 8, 2026

AI Has Changed Everything About Tech Investing. VGT and CHAT Show You the 2 Ways to Play It.

Vanguard Information Technology ETF offers a significantly lower expense ratio and higher assets under management (AUM) than the Roundhill Investments - Generative AI & Technology ETF. The Roundhill Investments - Generative AI & Technology ETF has demonstrated higher 1-year total returns but also carries a higher beta and deeper historical drawdown.

The Motley Fool • Jun 7, 2026

A Barbell Approach To Passive Income As Inflation Roars Back To Life

Inflation relentlessly erodes purchasing power, making dividend growth essential for income investors to maintain real income. A barbell strategy—combining moderate-yielding dividend growth stocks/ETFs and 6.5%+ yielding investment grade preferreds—offers both growth and current income. AI-driven capex by large-cap S&P 500 firms is powering economic growth and masking weakness among lower-income consumers.

Seeking Alpha • Jun 6, 2026

Look to State Street, Invesco, VanEck for Top-Performing ETFs in 2026

The top-performing non-leveraged ETFs of 2026 span a distinct blend of digital assets, next-generation semiconductor technology, and localized international equity plays. For advisors assessing portfolio allocations heading into the second half of the year, these performance figures highlight a sustained risk-on appetite among investors.

ETF Trends • Jun 4, 2026

ETFs in Focus as Anthropic Eyes a Blockbuster IPO

Anthropic's potential IPO could be a blockbuster. Here's how AI and IPO-focused ETFs may benefit from one of the biggest listings in tech.

Zacks Investment Research • Jun 2, 2026

After Following Generative AI Every Single Day These 3 ETFs Keep Rising to the Top of My Research

Tracking generative AI as a daily beat means watching dozens of funds slap the “AI” label on portfolios that look suspiciously like a Nasdaq-100 mirror.

24/7 Wall Street • May 31, 2026

The Smarter Way to Invest in AI Without Taking Extreme Risk

Artificial intelligence (AI) is the trade of the decade. It turned NVIDIA NASDAQ: NVDA into a household name.

MarketBeat • May 31, 2026

After Comparing Every Generative AI ETF These 3 Capture the Software Layer Most Investors Miss

Most capital chasing the generative AI theme has flowed into chips. Semiconductor funds have absorbed the bulk of inflows, and the price action shows it: the iShares Semiconductor ETF (NASDAQ:SOXX | SOXX Price Prediction) is up 87% year to date.

24/7 Wall Street • May 28, 2026

It's Nvidia's World: How Advisors See the Next Phase of AI

Sometimes it feels like it's Nvidia's world, and we are all just living in it. As we brace for the firm's latest earnings report coming Wednesday, we could say that Nvidia (NVDA) earnings — and more importantly, its forward guidance — have become much more than a par-for-the-course quarterly disclosure.

ETF Trends • May 20, 2026

ETF Edge on Roundhill's Memory ETF surpassing $6 billion in record time

Drew Pettit, Citi research director of U.S. Equity Strategy and ETF Strategy, and Dave Mazza, Roundhill Investments CEO, join CNBC's Contessa Brewer on 'ETF Edge' on the memory chip demand, the strategy behind Roundhill's Memory ETF, prediction markets ETFs and more.

CNBC Television • May 11, 2026