Roundhill Generative AI & Technology ETF

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Market cap $1.94B

Inflation relentlessly erodes purchasing power, making dividend growth essential for income investors to maintain real income. A barbell strategy—combining moderate-yielding dividend growth stocks/ETFs and 6.5%+ yielding investment grade preferreds—offers both growth and current income. AI-driven capex by large-cap S&P 500 firms is powering economic growth and masking weakness among lower-income consumers.

The top-performing non-leveraged ETFs of 2026 span a distinct blend of digital assets, next-generation semiconductor technology, and localized international equity plays. For advisors assessing portfolio allocations heading into the second half of the year, these performance figures highlight a sustained risk-on appetite among investors.

Anthropic's potential IPO could be a blockbuster. Here's how AI and IPO-focused ETFs may benefit from one of the biggest listings in tech.

Artificial intelligence (AI) is the trade of the decade. It turned NVIDIA NASDAQ: NVDA into a household name.

Tracking generative AI as a daily beat means watching dozens of funds slap the “AI” label on portfolios that look suspiciously like a Nasdaq-100 mirror.

Most capital chasing the generative AI theme has flowed into chips. Semiconductor funds have absorbed the bulk of inflows, and the price action shows it: the iShares Semiconductor ETF (NASDAQ:SOXX | SOXX Price Prediction) is up 87% year to date.

Sometimes it feels like it's Nvidia's world, and we are all just living in it. As we brace for the firm's latest earnings report coming Wednesday, we could say that Nvidia (NVDA) earnings — and more importantly, its forward guidance — have become much more than a par-for-the-course quarterly disclosure.

Drew Pettit, Citi research director of U.S. Equity Strategy and ETF Strategy, and Dave Mazza, Roundhill Investments CEO, join CNBC's Contessa Brewer on 'ETF Edge' on the memory chip demand, the strategy behind Roundhill's Memory ETF, prediction markets ETFs and more.

Investing in technology is now essential as tech sector earnings and profit margins surge, driven by AI infrastructure capex and data center buildouts. Despite high growth and profitability, the tech sector trades at only a modest premium to the S&P 500, with a PEG ratio of 0.8x. Dividend-focused ETFs like TDIV and TDVI offer exposure to tech's upside while providing income, making them attractive for income-seeking investors.

Geopolitics and AI are reshaping markets in Q2 2026. Energy, tech, consumer and utilities emerge as key sector ETF plays amid rising uncertainty.