More Signs Of Growth Across AI And Europe

Europe shows tentative signs of improvement, but the recovery remains uneven. AI investment is increasingly influencing U.S. capital spending and trade.

Seeking Alpha • Aug 29, 2026

AI's Biggest Gainers

AI is everywhere in the product. But revenue growth is decelerating, from 16% to 13% to 12% guided. The productivity benefits are arriving for users and end-consumers of AI, though it's not hitting the income statement (at least yet) for most companies.

Seeking Alpha • 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

Earnings And Semiconductors Power Markets

Equities extend gains as earnings and semiconductors lead markets higher. Consumer confidence remains subdued despite economic resilience.

Seeking Alpha • May 30, 2026

KOMP: Balanced And Consistent Performance

The State Street SPDR S&P Kensho New Econ Comp ETF is an attractive instrument to gain exposure to the rapid development and gradual implementation of innovative technologies in other sectors. The fund has a strong focus on innovations, successfully combining technology exposure with a wide sector diversification while delivering solid performance. KOMP could deliver up to 28% return over the next 12-month investment horizon due to the growth potential of the new economy sectors.

Seeking Alpha • May 7, 2026

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

Selected ETFs To Watch In 2025

Following on last week's top 10 list, this week's blog focuses on ETFs related to the stocks in the list. For this week, we then screened for ETFs that contained each stock that were also rated 5 (Strong Buy), focusing on the ETF that held the stock in the greatest percentage, then traveling down the lists of ETFs that held it until we found one rated 5. This resulted in a list of Strong Buy 5 rated ETFs that held at least one Strong Buy 5 rated stock as a major holding.

Seeking Alpha • Feb 1, 2025

AI Infrastructure Stocks Drop

The Nasdaq is down well over 3% as of this writing, with AI hardware names driving the declines. The main AI infrastructure stock, Nvidia, is down roughly 20% over the last two trading days, which equates to a drop of nearly $700 billion in market cap.

Seeking Alpha • Jan 27, 2025

Ways to target – or avoid — Big Tech and megacap stocks via ETFs amid AI frenzy

“The shape of the U.S. equity market has undergone a massive change over just the last few years,” says BlackRock's Rachel Aguirre.

Market Watch • Oct 24, 2024

KOMP: A Play On The AI Industrial Revolution

S&P Kensho New Economies Composite ETF aims to capture firms transforming the global economy through innovation and digital technology. KOMP offers diversified holdings with no concentration risk, including companies in alternative finance, digital health, and electric vehicles. KOMP provides a balanced exposure to established market leaders and emerging disruptors across various industries, outperforming high-beta sector companies like ARK Innovation ETF.

Seeking Alpha • Aug 6, 2024