Capital DailyCapital Daily
Markets · Investing · Business
Capital DailyCapital Daily
Finance

How to Invest for an AI Boom, AI Bust, or...Both: These ETFs Can Help.

It feels like we're reaching a moment of peak doubt about the AI boom, so investors have big choices to make.

How to Invest for an AI Boom, AI Bust, or...Both: These ETFs Can Help.

Published August 25, 2026 · Category: Finance

Overview

I've been investing in the stock market for more than 20 years. Throughout my life as an investor, I don't think I've ever seen a moment when so much seems to be riding on one big question about the markets: Will the artificial intelligence (AI) boom pay off for investors?

Major tech companies are spending hundreds of billions on AI data centers, semiconductors, and other infrastructure to power the advanced AI models they hope will become profitable business tools. If this AI boom thesis proves true, AI might usher in a new era of productivity and higher corporate profits. That would likely be great news for shareholders of major tech stocks in the Nasdaq-100.

Details

But what if it turns out that the AI boom is overhyped and overvalued? What if AI turns out to be another dot-com bubble that bursts, leading to a prolonged bear market for stocks? If the AI bust thesis proves on target, it might make investing in bonds a better choice for the future.

Continue reading

Source

Originally published at www.fool.com.

Related Articles

CD
Capital Daily Newsroom

Capital Daily covers markets, crypto and commodities for Asia & the Middle East — tier-1 desk research, AI-driven analysis, institutional-grade data. Tip our newsroom: [email protected]

Email the newsroom →
Disclaimer: This article is for informational purposes only and does not constitute investment advice. Data may be delayed up to 15 minutes. Past performance is not indicative of future results. Consult a licensed financial advisor before making investment decisions.