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ETFThemes.com 2026 First Half Review and Outlook: AI Bottlenecks Take Over the Thematic Tape

AI, Analysis, Crypto, FinTech, Health Innovation, Natural Resources, Space, Technology / / , , , , , , , , , , , , , , , , , , , , , ,

The first half of 2026 showed thematic investors moving beyond broad AI stories into bottleneck-specific ETFs tied to memory, semiconductors, photonics, power, grid infrastructure and space, while stale internet, China, disruption and precious-metal exposures struggled, confirming flows followed fundamentals visibility.

ETFThemes.com 2026 First Half Review and Outlook: AI Bottlenecks Take Over the Thematic Tape Read More »

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Thematic Pulse: Risk Appetite Is Still Alive, but Leadership Is Narrowing Around AI Infrastructure, Power Demand, and Energy Hedges

AI, Analysis, Consumer, Crypto, Health Innovation, Infrastructure, Technology, Thematic Insights / / , , , , , , ,

Thematic risk appetite remains intact, but leadership is narrowing toward AI compute, software, smart grid, infrastructure and energy hedges. FactSet flows favor semiconductors and electrification, while higher rates, oil shocks and geopolitics raise the hurdle for speculative growth trades today

Thematic Pulse: Risk Appetite Is Still Alive, but Leadership Is Narrowing Around AI Infrastructure, Power Demand, and Energy Hedges Read More »

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