Moat Stocks and Nvidia Show AI Exposure Is Not One-Dimensional
Morningstar said moat stocks can diversify sector exposure, but Nvidia’s gains show wide-moat names may still cluster around AI.
NODE ETF Drops 13.5% in July as AI Stocks Tumble
VanEck's NODE ETF fell 13.5% in July 2026 amid an AI-infrastructure selloff, diverging from crypto gains. Here's what drove the volatility.
Moat Index Rises in June on Semiconductors, Cybersecurity Strength
Morningstar's Moat Index gained in June as AI chips and cybersecurity stocks offset mega-cap tech pullbacks. Here's what drove the move.
Crypto Becomes Contrarian Play as AI Stocks Dominate
Bitwise CIO Matt Hougan says crypto shifts to a contrarian bet amid AI stock dominance. What this means for traders and institutional flows.
Spot Bitcoin ETFs See $1B Weekly Outflows, Six-Week Run Ends
Spot Bitcoin ETFs faced $1 billion in outflows last week, breaking a six-week inflow streak. Analysts cite AI stock rally and regulatory shifts.
VanEck Flags Semiconductor Stocks as Key AI Infrastructure Plays for 2026
Asset manager VanEck highlights semiconductor companies as critical AI investment opportunities as the industry shifts from experimentation to infrastructure.