Is It Really Safe to Invest in AI Stocks and ETFs Right Now? Here's What the Experts Say.
View original at nasdaq.comIs It Really Safe to Invest in AI Stocks and ETFs Right Now? Here's What the Experts Say. Key Points AI stocks have come under recent pressure amid concerns about spending…
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Raised 2026 capex guidance to $52-56 billion after extensive diligence talking to his own customers and his customers' clients, expressing confidence in continued AI chip demand
60% confidenceRecommends the Vanguard S&P 500 ETF as a core holding investors can consistently dollar-cost average into, alongside AI leaders Nvidia, Alphabet, Meta Platforms, AMD, Broadcom, and TSMC for long-term holding
60% confidenceComputing demand is so strong that the economics of providing this computing power to third parties can be more attractive than for internal projects
60% confidenceAccording to a survey done before the start of the year, 90% of investors polled planned to hold or buy more AI stocks this year, and only 7% planned to decrease their exposure
60% confidenceThis capex growth is supported by a combination of AI agent adoption, token growth, and current market supply constraints
60% confidenceAI data center capex is expected to grow by another 40% to 50% next year, bringing it to around $1.5 trillion
60% confidence