Is an AI-Focused ETF the Right Move for a 2026 Portfolio?

Group 1 - Communication services and technology are the top-performing sectors in the S&P 500 for 2025, leading to optimism for AI assets in 2026 [1] - Nearly two-thirds of investors believe AI-related companies will provide long-term stability to their portfolios, with over 90% of current AI equity holders planning to maintain or increase their investments [2] - Millennials, Gen Z, and affluent investors show the most confidence in AI's long-term prospects, indicating a trend towards using ETFs for portfolio construction [3] Group 2 - The Global X Artificial Intelligence & Technology ETF, with $7.41 billion in assets under management, is the largest dedicated AI ETF, with several others also exceeding $1 billion [5] - Goldman Sachs projects AI infrastructure spending will reach $527 billion in 2026, indicating strong demand for AI-related investments [6] - The decline in stock price correlations among hyperscalers suggests that investors are looking for new AI winners, making AI ETFs a practical choice for diversified exposure [7] Group 3 - Various catalysts, including increased AI/human partnerships, advancements in healthcare, and enhanced research capabilities, are expected to support the AI investment thesis in 2026 [8]