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Tuesday, 20 October 2026

Time Trade

Markets, trading & finance — British perspective

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Beyond the Tech Horizon: Real Diversification in Non-AI Thematic ETFs

Time Trade session note (2026-10-19): Artificial intelligence (AI) remains a compelling long-term secular trend. However, growing market scrutiny surrounds AI. Massive capital spending and… Primary source: original at ETF Trends (etftrends.com).

· ETF Trends

Beyond the Tech Horizon: Real Diversification in Non-AI Thematic ETFs

Artificial intelligence (AI) remains a compelling long-term secular trend. However, growing market scrutiny surrounds AI. Massive capital spending and deferred monetization timelines raise risks impacting ETFs. For example, the Roundhill Memory ETF (DRAM) was down sharply in October. To build resilient portfolios, investors should also be focused beyond the technology sector for thematic exposure. Diversification [...]

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