Quick Read The software layer of AI infrastructure has lagged semiconductor funds because enterprise budget reallocation toward AI-enabled software remains a “show me” story, but once IT spending shifts from infrastructure capex to software applications, these three funds stand to capture the second wave of AI gains that chip-heavy funds like SOXX have already priced…
Technology investing often forces a choice between broad sector stability and niche growth themes. While Fidelity MSCI Information Technology Index ETF (FTEC +1.29%) tracks a wide-ranging index of nearly 300 companies for a low fee, Roundhill Investments – Generative AI & Technology ETF (CHAT +5.40%) focuses exclusively on the generative artificial intelligence (AI) boom. This…
There’s no question that artificial intelligence (AI) will be one of the dominant global themes for years, if not decades. In just the few short years since OpenAI’s ChatGPT made its debut, it has become woven into almost every tool and process used in daily life. Naturally, that has many investors interested in the theme….
Quantum computing is no longer a physics experiment. Google’s Willow chip, IBM’s quantum roadmap expansion, and IonQ’s commercial contracts have pushed the technology from research labs toward real enterprise applications. Markets are pricing in the possibility that quantum could deliver an inflection point similar to generative AI in 2023. The question for investors is how…
OpenAI released its groundbreaking artificial intelligence (AI) chatbot, ChatGPT, in November 2022, and by January 2023, it had amassed 100 million users. This was the moment AI went mainstream, and since then, companies operating in this emerging industry have experienced astronomical growth. Nvidia stock, for example, is up tenfold since the start of 2023, while…
Key Points Investors who lack exposure to artificial intelligence (AI) stocks have probably underperformed the broader market over the last few years. The Roundhill Generative AI and Technology ETF is a simple way for investors to buy an entire portfolio of leading AI stocks. Over one-fifth of its assets are invested in Alphabet, Nvidia, Micron,…
Key Points CHAT charges a much higher expense ratio but delivered significantly stronger one-year returns and a higher yield. FTEC is broader and more diversified, while CHAT is actively managed and focused on generative AI. CHAT’s recent volatility and drawdown exceed FTEC’s, reflecting a narrower and more aggressive tech tilt. The Fidelity MSCI Information Technology…
AI has weighed on this sector, but it could be a major growth catalyst. Artificial intelligence (AI) holds a lot of promise for businesses. Many investors see generative AI unlocking significant productivity gains and saving lots of money on overhead. A growing narrative among investors is that businesses will be able to replace many of…
Roundhill Generative AI & Technology ETF (CHAT) is a strong Buy on pullback. Its 2.7% yield presents an attractive entry. See more details here.
