Here’s a Tech ETF That Might Be Better to Own Over the Nasdaq 100

Group 1 - Geopolitical tensions have increased, causing market volatility, particularly affecting the Nasdaq 100, which experienced two mini-corrections of around 5% in the past quarter [2][3][7] - The AI revolution is expected to continue its momentum in 2026, driven by advancements in agentic AI technologies and the capabilities of AI coders [3][4][6] - Anthropic's Claude Code and Cowork agent have significantly impacted the software-as-a-service (SaaS) sector, leading to a notable decline in SaaS stocks [4][5][7] Group 2 - The Goldman Sachs Future Tech Leaders ETF has a substantial allocation of 44% in U.S. tech, indicating a strong focus on technology investments despite recent market fluctuations [7] - The potential of Claude Code to perform extensive work in a short time frame raises both excitement and concern among investors, particularly those invested in declining SaaS stocks [5][6] - Effective monetization of AI technologies will depend on practical use cases rather than merely achieving new performance benchmarks [6]