Today: 1 July 2026
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NASDAQ:GLW 28 January 2026 - 30 March 2026

AI ETFs 2026: Why Vanguard VGT, Roundhill CHAT and Value-Chain Funds Are Pulling Investors Beyond Nvidia

AI ETFs 2026: Why Vanguard VGT, Roundhill CHAT and Value-Chain Funds Are Pulling Investors Beyond Nvidia

Investors seeking to stay in the artificial intelligence trade are showing a clearer preference: broad exchange-traded funds versus more targeted plays in chip, memory, and networking stocks that power the sector. By Monday morning, Vanguard Information Technology ETF was down close to 1.0%. Shares of Roundhill Generative AI & Technology ETF slid about 1.1%, while Global X Artificial Intelligence & Technology ETF dropped 0.8%. This shift is catching attention right now: money is moving back into U.S. equities, but tech isn’t seeing the same love. In the week to March 25, U.S. equity funds raked in $37.24 billion. Tech sector funds, on the other hand, lost $1.45 billion. Nvidia’s forward price-to-earnings ratio? It’s dropped to its lowest since early 2019, with investors weighing just how quickly the big cloud players can convert massive AI outlays into real returns.
30 March 2026
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Stock Market Today

  • Jefferies Starts MCX at Buy, Sees Shares Climbing 27% From Here
    July 1, 2026, 2:28 AM EDT. Jefferies kicked off coverage on Multi Commodity Exchange of India Ltd (MCX) with a Buy rating and set a price target at Rs 3,600-27% above the current Rs 2,841. MCX, though just a fifth the size of NSE by individual equity derivative traders, almost monopolizes non-agri commodity contracts. Jefferies projects a 20% CAGR in revenue to Rs 400 billion by FY29 and expects 22% annual EPS growth, with margins hitting 73%. The firm points to more retail activity and new mini contracts ahead for India's commodity derivatives market, where MCX already dominates. Shares trade at 46x FY27 P/E, below both U.S. and Asian comparables, so Jefferies sees the stock as undervalued for its growth.
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