Beyond Hype: The “Super Cycle” Convergence of AI and Robotics

The global economy is entering a supercycle defined by the marriage of AI (the brain) and robotics (the body). At VettaFi's 2026 Market Outlook Symposium, the conversation shifted from speculative hype to tangible utility.

ETF Trends • Dec 11, 2025

Why AI and Robotics Are Now National Security Assets

For the past year, the artificial intelligence (AI) narrative has centered largely on enterprise efficiency and consumer-facing chatbots. However, a distinct shift is underway in Washington that is redefining the sector's growth trajectory.

ETF Trends • Dec 4, 2025

ROBO: A Different Vision To Understand Its True Nature

ROBO is the first ETF in the world dedicated to robotics and automation, one of the few that in my opinion really manages to isolate the robotics trend. This, however, comes at a cost, high, equal to an expense ratio of 0.95%, even though at its core there is a sort of passive replication. If compared to AI ETFs or technology ETFs, ROBO underperforms, proving to be less competitive.

Seeking Alpha • Dec 4, 2025

ROBO: Industrial Automation Strategy For Industry 4.0

ROBO Global Robotics and Automation Index ETF earns a "Buy" rating, targeting 3%-5% allocation for exposure to secular growth trends in industrial automation and robotics. ROBO offers diversified global exposure across 77 holdings, with 56% of assets in overseas companies and a balanced mix of large, mid, and small caps. Reindustrialization and automation investments, projected to reach $4.7 trillion, provide strong thematic tailwinds for ROBO's portfolio companies.

Seeking Alpha • Dec 1, 2025

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

The Future Is Photonics: Solving the AI Energy Bottleneck

While AI applications dominate the conversation, a less-visible hardware trend is already delivering results. Key photonics companies are posting strong earnings, validating the theme for investors in AI and robotics and automation ETFs.

ETF Trends • Nov 13, 2025

3 Reasons This New Robotics Super Cycle Is Different

Investors who watched the robotics space peak back in 2021 may see the current rally with apprehension. Back then, the narrative of a China-driven logistics and e-commerce boom sent robotics stocks to dizzying heights.

ETF Trends • Nov 4, 2025

Jetsons Becoming Real Life? Zeno Mercer's Bullish Robotics Case & Using ROBO ETF

VettaFi's Zeno Mercer sees robotics booming toward a $7 trillion industry. A.I.'s acceleration adds to his case that robotics is here to stay.

3 AI ETFs to Buy Now for the Coming Tech Revolution

Some technological innovations are transformative. The introduction of the personal computer was one great example.

The Motley Fool • Oct 10, 2025

The Ultimate AI ETF Guide: 3 Funds to Fuel Your Portfolio

One way to invest in artificial intelligence (AI) is to pick a few companies that you think will likely be the biggest winners in the future. That's easier said than done.

The Motley Fool • Sep 24, 2025