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

KOMP: Add This ETF For Technology Themed Exposure

SPDR S&P Kensho New Economies Composite ETF tracks the S&P Kensho New Economies Index, providing exposure to forward-thinking technology sectors. KOMP offers investors a unique opportunity to participate in the Fourth Industrial Revolution, focusing on themes such as alternative finance, digital health, and electric vehicles. The ETF has a well-curated portfolio of U.S.-listed companies, a modified equal-weighted methodology, and has shown commendable historical performance.

Seeking Alpha • May 8, 2024

3 SPDR ETFs That Could Help You Retire a Millionaire

The technology sector is a proven winner for investors who can stomach its inherent volatility. Picking individual stocks is tricky.

The Motley Fool • Apr 14, 2024

Revolution And Risk: How To Pilot The AI Revolution

The AI revolution, with its expansion into neural networks and other novel fields, marks a dramatic shift away from traditional innovation models. ChatGPT and other platforms have made remarkable strides, with their undeniable conversational prowess.

Seeking Alpha • Mar 7, 2024

GenAI Through A COO Lens

Oscar Pulido explores the transformative power of AI and its impact on the financial services industry with Rob Goldstein, Chief Operating Officer of BlackRock, and Lance Braunstein, Head of Aladdin Engineering. The advent of AI has radically altered the landscape of work, reshaping the fabric of industries and prompting a monumental shift in how tasks are executed, and decisions are made within the financial services industry.

Seeking Alpha • Feb 10, 2024

The 3 Best All-Cap ETFs to Buy in January 2024

Where does one look to find the best all-cap ETFs? The answer is trickier than you think.

InvestorPlace • Jan 16, 2024