The AI Boom Is Expanding Beyond Chips. These 3 ETFs Could Be the Next Winners

Artificial intelligence has fueled one of the strongest stock market rallies in recent years, with semiconductor companies leading much of the market's gains in 2026.

24/7 Wall Street • 13 hours ago

GPU Depreciation May Crush The Software Sector Margins

The Nasdaq 100's YTD gain masks a sharp internal divergence: semiconductors surge while software stocks face margin compression from rising AI-driven capex. Hyperscalers' unprecedented $650B capex cycle is transferring operating margin from software to semiconductor firms, with depreciation schedules guaranteeing margin pressure.

Seeking Alpha • Jul 22, 2026

Morgan Stanley Analysts Say Sentiment Has Gotten ‘Too Negative' on Software Stocks. These Are Their Picks

A number of software stocks have had a tough time lately. That could leave some high-profile names primed for a rebound, according to Morgan Stanley.

Investopedia • Jul 21, 2026

Markets Rattled By New Chinese AI Model: What Investors Need To Know

New Chinese AI Model Kimi K3 is raising questions for established players. Investors are questioning whether AI industry still has pricing power.

Seeking Alpha • Jul 21, 2026

Two Signals That Will Determine Whether BAI's 61% Rally Can Continue

The iShares A.I. Innovation and Tech Active ETF (NYSEARCA:BAI) just got a jarring reminder that AI momentum runs in both directions.

24/7 Wall Street • Jul 14, 2026

My Ultimate Low-Stress Reliable Retirement Income Portfolio

Maintaining adequate diversification is extremely important. However, unless you have simplifying anchors for a portfolio, it can be very easy to lose proper diversification. I share a portfolio strategy - along with specific picks - that can deliver a diversification, low-stress portfolio that generates very attractive income and dividend growth.

Seeking Alpha • Jul 13, 2026

The Best AI Opportunities For The Second Half Of 2026

Big tech hyperscalers like Amazon, Alphabet, Microsoft, and Meta are positioned for significant free cash flow growth as CapEx investments begin to yield returns post-2028. Semiconductor and memory stocks have led the market, but expectations are now high, making risk-to-reward more attractive in hyperscalers and select software names.

Seeking Alpha • Jul 13, 2026

Best 3 Tech ETF Picks for the 2nd Half of 2026

The Vanguard Information Technology ETF (VGT) is the way to invest in the sector as a whole. The VanEck Semiconductor ETF (SMH) invests in the narrow sector niche driving the AI build-out.

The Motley Fool • Jul 10, 2026

China raises EV ambitions with 30% fleet target by 2030

China has unveiled a new carbon-peaking action plan that targets new energy vehicles (NEVs) accounting for 30% of the country's total vehicle fleet by 2030, marking a significant step in the electrification of the world's largest automobile market. The State Council on Thursday released the "15th Five-Year Plan" Carbon Peaking Action Plan, outlining the country's roadmap to peak carbon emissions before 2030.

Invezz • Jul 9, 2026

Software Loans Hit Rough Patch Even Before AI Fears Triggered SaaS-Pocalypse

The share of private software debt down more than 20% was higher in 2025 than at any time in the past five years.

WSJ • Jul 3, 2026