In Q2 2026, artificial intelligence (AI) and related sectors like semiconductors and South Korean technology companies dominated investment themes, fueled by significant spending on AI infrastructure. The Roundhill Memory ETF (DRAM) was a standout performer, gaining 161.5% due to its focus on memory producers benefiting from AI demand and its early market entry providing access to key non-U.S. chipmakers. The space economy also saw a boost from the SpaceX IPO, attracting investor interest and new ETF entrants, though some outflows occurred post-IPO. Thematic ETFs, exemplified by DRAM's success, are increasingly popular for targeted exposure to long-term growth trends.
Barret Zoph, co-founder of AI startup Thinking Machines and former OpenAI executive, has left OpenAI after a brief return to join Google as vice president of research. Zoph's move highlights the high turnover in the AI industry, especially at OpenAI,...
Over 100 leading tech companies, including OpenAI, Google, Microsoft, and cybersecurity firms like Crowdstrike, have signed an open letter calling for joint efforts between private and public sectors to combat increasing AI-enabled cyber threats. The...
Google introduced a special-edition Fitbit Air that integrates with Pokémon Sleep, a game that rewards players for healthy sleep habits by turning sleep into a gameplay experience. This device tracks daily movement, heart rate, and sleep quality, syn...
Dan Ives highlighted six AI stocks—Microsoft, Alphabet, Amazon, Palantir, CrowdStrike, and NVIDIA—as leaders in the next AI growth phase during a CNBC broadcast. All these stocks were already held in his Dan Ives Wedbush AI Revolution ETF, but this w...
Google has enhanced its AI Mode to act as a virtual travel agent, allowing users to plan and book trips through conversational search. Users can now track flight prices, book hotels, and view costs in points or miles. The tool aggregates options from...
