From Nasdaq:

1:00 – BlackRock’s Jay Jacobs, U.S. Head of Thematics & Active Equity ETFs, discusses the 2024 thematic investing outlook.

5:40 – AI Bonanza drove mega-cap stocks last year. With AI expansion expected in 2024, new growth avenues open up for tech companies.

7:45 – Expect more enterprise spending on AI due to increasing use cases and significant cost savings.

12:00 – Consider iShares PHLX Semiconductor ETF SOXX and iShares Robotics and Artificial Intelligence Multisector ETF IRBO.

16:30 – iShares Biotechnology ETF IBB and iShares Genomics Immunology and Healthcare ETF IDNA are worth considering.

20:40 – India and Mexico are benefitting from American companies’ focus on nearshoring, friend-shoring, and reshoring. Read more at the article on Zacks.com.



Read more: Top Thematic ETF Ideas for 2024: AI & More