In a recent episode of ETF Spotlight, Pedro Palandrani from Global X discusses the best thematic investment opportunities for 2026. OpenAI’s ChatGPT sparked the current AI frenzy, with NVIDIA reaching a $5 trillion market cap. Companies are investing heavily in developing artificial general intelligence (AGI) for human-level cognitive tasks.
Global X highlights the potential for AGI to revolutionize tech in the next decade. The AI ecosystem is evolving, with hardware and chip manufacturers benefiting early on. ETFs like AIQ and ARTY have outperformed the market this year, reflecting the growing interest in AI-related investments.
Defense spending is increasing worldwide, with a focus on AI, drones, and cyber defenses. The Global X Defense Tech ETF (SHLD) invests in companies positioned to benefit from this trend, with Palantir Technologies as a top holding. Infrastructure development is also a key theme, with ETFs like PAVE offering exposure to this sector.
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Stay updated with the latest recommendations from Zacks Investment Research, including insights on top ETFs like Global X Defense Tech ETF (SHLD) and Global X U.S. Infrastructure Development ETF (PAVE). Get free stock analysis reports on companies like NVIDIA Corporation (NVDA) and Palantir Technologies Inc. (PLTR) to make informed investment decisions. Explore ETF Research Reports for AIQ and ARTY to stay ahead in the evolving AI landscape.

Read more at Nasdaq: Top Thematic Investing Opportunities for 2026