#hyperscaler-capex

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from24/7 Wall St.
4 days ago

Roundhill's AI ETF Rips 45% Higher As The AI Buildout Continues In 2026

The Roundhill Generative AI & Technology ETF ( NYSEARCA:CHAT) soared just over 45% in 2025, outpacing the S&P 500's 17% gain and the Nasdaq-100's 21% advance. The fund's 2026 performance trajectory depends on hyperscaler spending on AI infrastructure and the fund's concentrated exposure to companies building that infrastructure. Hyperscaler Capital Spending Is the Engine The biggest macro factor affecting CHAT's performance is capital expenditure by the world's largest cloud providers.
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from24/7 Wall St.
1 week ago

An Actively Managed AI ETF Put 18% Into Two Chip Giants Just Ahead of Massive Infrastructure Buildout

BAI is an actively managed ETF offering concentrated, full-stack AI infrastructure exposure, led by semiconductors and hyperscalers, with $8B AUM and 0.55% expense.
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