24/7 Wall St. on MSN
An actively managed AI ETF put 18% into two chip giants just ahead of massive infrastructure buildout
Quick Read BAI holds $8B in assets with nearly 60% in information technology. NVIDIA and Broadcom alone represent 18% of the fund. Goldman Sachs projects AI infrastructure spending will exceed $500B ...
Big Tech companies are expected to spend over $400 billion on AI infrastructure in 2025, with even higher spending planned for 2026. That spending extends beyond well chips to include networking ...
Alphabet's position as an AI infrastructure leader has been in the making for more than a decade. The company's custom AI chips give it a big cost edge. With the most complete AI stack, Alphabet could ...
24/7 Wall St. on MSN
Roundhill’s AI ETF rips 45% higher as the AI buildout continues in 2026
Quick Read CHAT returned 51% year-to-date versus 17% for the S&P 500. Hyperscaler capex estimates for 2026 rose to $527B from ...
As the world’s leading platform providers and champions for advancing AI globally, NVIDIA and Microsoft continue to deliver ...
The age of AI factories is upon us. What once seemed like a niche blend of research computing and cloud services is converging into a new infrastructure paradigm—one tailored to the demands of ...
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