A new argument making the rounds in financial media suggests that the companies most associated with artificial intelligence may not be the ones that capture the biggest financial rewards from it.
According to a report published by Yahoo Finance and also carried by The Globe and Mail, new research indicates that "the biggest gains of AI won't go to AI stocks." Instead, both outlets point readers toward two exchange-traded funds (ETFs) that the analysis frames as potentially better buys for investors hoping to profit from the AI boom.
The underlying idea is a familiar one in investing: the businesses that build a transformative technology are not always the ones that profit most from it. Value can flow instead to the many companies that adopt the technology, or to broader baskets of stocks rather than a handful of high-profile names. An ETF, which bundles many stocks into a single tradable fund, offers one way to spread a bet across that wider field rather than concentrating it in a few AI leaders.
Beyond that framing, the source items shared here consist of matching headlines from the two publications and do not spell out which two ETFs are recommended, who conducted the research, or the specific data behind the claim. Readers interested in those details would need to consult the full Yahoo Finance and Globe and Mail articles.
Why it matters: with enormous sums pouring into a small group of AI stocks, the suggestion that the real payoff may lie elsewhere speaks directly to how everyday investors decide to position their money.