EXCLUSIVE: Why The AI ETFs Trade Is Entering A More Difficult Phase - Global X Artificial Intelligence & Technology ETF (NASDAQ:AIQ), Amazon.com (NASDAQ:AMZN)
Benzinga·2026-01-11 16:32

After two years of strong inflows, AI-focused exchange-traded funds (ETFs) are entering a tougher phase. Broad exposure that once amplified gains is now leaving investors concentrated in a small group of dominant tech stocks.Jack Fu, chief executive of Draco Evolution, says many AI ETFs are still built for excitement, not durability. “A lot of investors think they're buying diversified AI exposure,” Fu told Benzinga. But in many cases, they’re buying the same few big tech stocks in different wrappers, he ex ...