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The Broadening Market Rally, AI ETFs vs. Stocks, and the Disney Dilemma 7/12/23

The Exchange

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The Markets: AI, the Hottest Trend on the Street Lately

Artificial intelligence has given mega cap names like Nvidia and Microsoft a huge boost this year. But they're not the only way to get exposure to this hot new trend compared to the S&P 500 excluding tech, which is basically flat for the year. The average AI ETF has gained 27%. My next guest recently initiated coverage on eight of these funds, but he's not necessarily a buyer of all of them.

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