Thematic ETF Daily Trading Outlook
Blockchain, AI infrastructure, hydrogen and semiconductors led the latest theme tape, while housing and China internet lagged ahead of PPI, claims and Treasury supply.
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EMQQ
ETFThemes.com 2026 First Half Review and Outlook: AI Bottlenecks Take Over the Thematic Tape
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.