Capital is shifting from software to hard assets like AMD, GE Vernova, ExxonMobil, and Amazon as investors prioritize AI infrastructure, energy security, and pricing power over speculative tech.
European military spending is surging at the fastest pace in decades, and these ETFs could position investors to access the space as it continues growing.
The war with Iran is driving defense costs to $1 billion per day, and this ETF is likely to continue outperforming the S&P 500 as a result.