AI ETFs
Articles tagged with AI ETFs on Nukoud.
Latest AI ETFs articles

September brings record inflows to Magnificent Seven ETFs: Does it signal more upside?
Magnificent Seven ETFs achieved record monthly inflows in September, with the Roundhill Magnificent Seven ETF (MAGS) capturing $1 billion and gaining 4.29%, signaling renewed investor confidence in major tech stocks.

Could DeepSeek’s IPO Energize China Tech Stocks? KWEB and KSTR Tell Two Very Different Stories
DeepSeek's planned Shanghai listing arrives as Chinese tech stocks show divergence: KWEB internet ETF down 23.64% YTD while KSTR semiconductor ETF gained 31.59%, reflecting investor preference for AI infrastructure over consumer-exposed platforms.

OpenAI and Anthropic launch cheaper AI models: what GCC investors should watch.
OpenAI and Anthropic released cheaper AI models on September 22, cutting costs by 20-50% per task. GCC investors tracking AI-themed ETFs should monitor how these unit economics changes affect investment valuations.

Anthropic's IPO timeline moves to November
Anthropic has pushed its IPO timeline to November 2026, with reports suggesting a $2 trillion valuation and up to $100 billion raise. Nvidia is reportedly in talks to join as an anchor investor with up to $10 billion.

5 Ways to Invest in AI and Technology Using GCC-Listed ETFs
GCC-listed ETFs now offer specialized exposure to artificial intelligence and technology sectors. Investors can access U.S. mega-cap growth, quantum computing, AI infrastructure, Chinese internet platforms, and Shariah-compliant American technology through five key funds.

AI Slowdown Fears Hit Chip ETFs as Memory Trade Takes the Brunt
Semiconductor stocks and chip ETFs suffered significant losses on Monday as investors questioned the pace of AI infrastructure development. The PHLX Semiconductor Index fell 5.9%, with memory-focused ETFs like DRAM dropping about 5% as demand concerns reversed earlier supply-squeeze optimism.

Samsung, SK Hynix Memory Inventories Fall. Supply Squeeze Could Mean Gains For ETFs
Samsung and SK Hynix memory inventories have dropped below 10 days of supply as AI infrastructure spending surges. KB Securities warns 2027 could bring historic supply tightness in the memory market.

China’s AI Rally Is Producing a New Wave of ETFs
China's artificial intelligence rally is spurring new ETF products, with the KraneShares China Technology Semiconductor STAR 50 Index ETF (KSTR) demonstrating both strong investor interest and significant volatility in concentrated tech exposure.

ADX-Listed AGIX Adds Standard Bots as Private AI Holdings Reach $37.5 Million
AGIX, a Nasdaq and ADX-listed ETF, added industrial robotics company Standard Bots to its portfolio, bringing private holdings to $37.52 million. The fund uniquely combines public tech giants like Meta and Nvidia with private AI companies.

Anthropic Signs $9.1 Billion AI Compute Deal With Riot Platforms
Riot Platforms disclosed a landmark $9.1 billion, 20-year data center lease with AI company Anthropic, signaling a major shift in how Bitcoin miners monetize their infrastructure through AI compute contracts.

Morgan Stanley's AI Infrastructure Thesis: Why Power Is the Next Bottleneck
Morgan Stanley identifies electricity supply as the critical bottleneck for AI expansion, projecting a 38 GW power shortfall through 2028 despite $1.4 trillion in hyperscaler capital commitments.

SpaceX Posts $7.8B in First Public Earnings as Lock-Up Period Near End
SpaceX delivered its first public earnings report on August 4, 2026, posting $7.81B in revenue and narrowing losses, though AI segment capex concerns triggered an after-hours sell-off.
