Defiance Robotics Actuators ETF

AT

The Q3 earnings season has started off a bit mixed, with the growth pace and the revenue-beat percentage tracking lower relative to the recent past. Results so far are heavily weighted to Finance, and these initial mixed trends may shift as we head into the heart of the earnings cycle.

While AI investing initially centered on hyperscalers and chips, the opportunity has been broadening as infrastructure grows. Opportunities are moving further down and across the supply chain — into memory, data center power, components, and robotics.