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

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 • Aug 5, 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

I Can't Imagine Retiring On Dividends Without These 3 Investments

No retirement investing strategy is risk-free, making effective diversification extremely important. I detail three investments that I would not want to retire on dividends without. I detail their pros and cons and how they work together to help me sleep well at night.

Seeking Alpha • Jul 17, 2026

Beyond Cloud & Memory: Infrastructure ETFs to Buy Amid AI Data Center Boom

ETFs like PAVE offer diversified exposure to AI data center power infrastructure as utilities and grid equipment firms benefit from rising AI build-out spending.

Zacks Investment Research • Jun 26, 2026

AIRR vs PAVE: Which US Infrastructure ETF Is the Better Buy?

The First Trust RBA American Industrial Renaissance ETF (NASDAQ:AIRR) and the Global X U.S.

24/7 Wall Street • Jun 25, 2026