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

Is This Low-Cost AI ETF Your Best Value Play for the Next 5 Years?

Stocks like Nvidia are dominating the market thanks to the AI infrastructure buildout. Investors who want to participate in the development of AI should tread cautiously because bubbles eventually burst.

The Motley Fool • Nov 11, 2025

ROBT's Diversified AI Play: Lower Risk, Global Reach, Solid Returns

First Trust Nasdaq Artificial Intelligence and Robotics ETF offers diversified AI/robotics exposure with lower concentration risk than BOTZ and similar performance to ROBO. ROBT's methodology divides holdings into Engagers, Enablers, and Enhancers, resulting in a broad portfolio of ~100 stocks with strong global and sector diversification. Compared to peers, ROBT stands out for its thematic purity, meritocratic weighting, and broader AI coverage beyond traditional robotics, making it a compelling core holding.

Seeking Alpha • Oct 24, 2025

AI Exposure Without the Hype: 3 ETFs That Offer Smarter AI Bets

Though it's far from a new approach, many exchange-traded funds (ETFs) aiming to provide exposure to the much-hyped artificial intelligence (AI) space tend to lean fairly heavily on a small number of big names. NVIDIA Corp. NASDAQ: NVDA, for example, is the single largest holding of the popular Global X Robotics & Artificial Intelligence ETF NASDAQ: BOTZ fund, representing nearly 12% of the entire portfolio.

MarketBeat • Aug 25, 2025

ROBT: The Risk-Light Option Of AI Funds

I recommend buying ROBT for conservative investors seeking AI growth, as its portfolio, with only 20.5% in the top 10, emphasizes keeping capital intact. ROBT's spread exposure to technology and industrials is optimally positioned to benefit from the $4.8 Tn expansion of the AI industry by 2033, powered by corporate take-up and M&A. With holdings in the form of Upstart Holdings and Meta Platforms, ROBT anchors small-cap ingenuity with large-cap security, shielding against market correction against AIQ's 70% weighting to technology.

Seeking Alpha • Jul 12, 2025

7 Best Robotics & AI ETFs

Artificial intelligence could define this decade. These seven AI ETFs provide investors with well-rounded exposure as this technology comes into its own.

Kiplinger • Jul 3, 2025

Will the Rise of DeepSeek Usher in a New AI Era? ETFs in Focus

ASML Holding's Chief Executive Officer said that lower cost means more AI applications, and more applications mean more chips. DeepSeek's rise could be a good news for the chip industry.

Zacks Investment Research • Jan 30, 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

What AI Fatigue? Tap ETFs on Renewed Momentum

After a brief lull, the fervor for artificial intelligence (AI) investments is back with a bang on Wall Street.

Zacks Investment Research • Oct 4, 2024

AI Mania in Fine Fettle: ETFs to Invest

After a brief lull, the fervor for artificial intelligence (AI) investments is back with a bang on Wall Street.

Zacks Investment Research • Sep 27, 2024