The Defiance AI & Power Infrastructure ETF (AIPO) focuses on investments in AI-driven infrastructure, including power grids and data centers, benefiting from strong capital expenditure by hyperscalers and momentum in nuclear deals. Key holdings such as GE Vernova, Eaton, Vertiv, and Quanta Services are well-positioned due to multi-year order backlogs and growing electricity demand. Although the ETF is rated a BUY, risks include high valuation multiples, execution challenges in AI infrastructure demand, and potential delays from permitting or supply chain issues. This ETF offers investors targeted exposure to the accelerating AI infrastructure buildout theme.
GE Aerospace retains a Buy rating despite recent share price declines triggered by rising oil prices above $100 per barrel amid Middle East tensions. Concerns that higher fuel costs could reduce flying and accelerate older aircraft retirements are ba...
GE Aerospace announced a dividend of $0.47 per share on its common stock, payable on October 26, 2026. Shareholders recorded by the close of business on October 5, 2026, will receive the dividend. The ex-dividend date is also October 5. This dividend...
