AI Debt Boom: ETF Areas to Play

Big Tech is borrowing heavily to fund the AI boom. Here are ETF areas that could benefit while helping investors navigate the risks.

Zacks Investment Research • Oct 8, 2026

Should You Invest in the Global X U.S. Infrastructure Development ETF (PAVE)?

The Global X U.S. Infrastructure Development ETF (PAVE) was launched on March 6, 2017, and is a passively managed exchange traded fund designed to offer broad exposure to the Utilities - Infrastructure segment of the equity market.

Zacks Investment Research • Oct 6, 2026

AI Super-Cycle Fuels Record Infrastructure Investments: ETFs to Buy

AI's super-cycle is driving record infrastructure investment, boosting demand for data centers, power and equipment and spotlighting ETFs.

Zacks Investment Research • Oct 5, 2026

My Biggest Bet: 3 Dividend Investments Boosted By 2 Major Macro Tailwinds

While I am a big believer in a certain degree of diversification, I have significantly overweighted my portfolio in 3 investments. These investments are targeting 2 major macro tailwinds that should help drive superior long-term risk-adjusted performance in these picks. I detail the three investments that I am betting big on, as well as the risks.

Seeking Alpha • Sep 26, 2026

Looking Beyond NVIDIA? These 3 AI ETFs Are Beating the Market

Before the OpenAI IPO materializes and while Anthropic has yet to go public, it may be tough for investors to cite a single company as the face of AI. Still, NVIDIA Corp. NASDAQ: NVDA is as good a candidate as any: as the largest publicly traded firm in the world and an undisputed leader in the semiconductor and chips space, this $5-trillion behemoth has held tremendous influence over the tech-heavy Nasdaq-100 as well as the broader market overall in recent years.

MarketBeat • Aug 26, 2026

PAVE: AI Meets Concrete

PAVE is an infrastructure ETF that functions as an AI power-buildout fund. The firms driving it are the ones wiring and servicing data centers. Global X U.S. Infrastructure Development ETF trades at 22.2x forward against the Industrials ETF at 26.3x, with higher forward EPS growth to boot. I look through the fund at its constituent holdings to see how the fund is positioned in forward P/E, EPS growth, net margins, and technical indicators. I'm optimistic.

Seeking Alpha • Aug 13, 2026

PAVE: The Receiving End Of The AI Capex Trade

The Global X US Infrastructure Development ETF (PAVE) is positioned to benefit from hyperscaler AI infrastructure capex, offering less speculative exposure than mega-cap tech stocks. PAVE has outperformed the S&P 500 and Magnificent Seven over the past year, with a 29% total return and robust earnings growth in its holdings. With a diversified portfolio of 100 mid- and large-cap companies, PAVE reduces concentration risk and captures growth from data center and grid expansion.

Seeking Alpha • Aug 4, 2026

My 2 Favorite High Yield Dividend Growth Opportunities Right Now

I detail two of the best risk-reward opportunities today. I explain the powerful macro tailwinds that should drive strong dividend growth alongside very attractive 6.5-10% current yields. I also outline the risks involved in each investment.

Seeking Alpha • Jul 27, 2026

Offense & Defense: The Infrastructure ETF Playbook

Broadly speaking, when advisors and investors are looking to dial into a particular sector for their portfolio, it's usually for either an offensive or defensive means. An infrastructure ETF can play both offense and defense, especially right now.

ETF Trends • Jul 22, 2026

Risk-Wary Family Offices Double Down on Infrastructure

Geopolitical shocks have pushed family offices to rethink nearly every corner of their portfolios. Infrastructure has emerged as the asset class they trust most right now.

ETF Trends • Jul 21, 2026