BAI just erased weeks of gains in a single week, and two signals now stand between a continued AI rally and a much steeper unwind for the fund's semiconductor-heavy portfolio.
Goldman Sachs models $765 billion in annual AI capital spending for 2026, climbing toward $1.6 trillion by 2031. That kind of multi-year buildout is the backdrop for three actively managed (or active-leaning)…
Owning Themes Generative Artificial Intelligence ETF (NASDAQ:WISE) is a bet that you can outsmart a basket. The fund holds 48 generative AI stocks, charges about 0.35%, and runs around $31 million in…
The iShares A.I. Innovation and Tech Active ETF (NYSEARCA:BAI) solves a problem that has tripped up most thematic funds: how to own the AI build-out without locking yourself into a static index…
AI infrastructure spending has continued to accelerate into 2026. Bank of America recently raised its 2026 semiconductor market forecast to $1.3 trillion, highlighting NVIDIA, Broadcom, and Marvell as the primary beneficiaries. Capital…
The agentic AI wave is already impacting the portfolios of investors, with the “SaaSpocalypse” wiping out north of $1 trillion of value in a ridiculously narrow timespan. Of course, if you just…
Joey Frenette The iShares AI Innovation and Tech Active ETF (NYSEARCA:BAI) launched in October 2024 to capture the entire AI infrastructure buildout in one actively managed package. With $8 billion in assets and a…
