10 Best Sector ETFs to Buy Now for 2026: AI and Global Rotation Opportunities
The investment landscape is undergoing a seismic shift as AI matures from HYPE to infrastructure. Data centers, nuclear energy, and agentic AI systems are driving a broadening of market leadership beyond tech giants. Fiscal policy (notably the OBBBA) and monetary easing will create new sector winners in this multipolar world.
Semiconductors remain the backbone of AI adoption, with SMH (0.35% expense ratio) offering concentrated exposure to Nvidia, TSMC, and Broadcom. Meanwhile, XLU provides critical utilities exposure as power demands from AI data centers strain global grids.
Crypto assets like BTC, ETH, and SOL are positioned as hedges against monetary policy shifts, while AI-focused tokens (AGI, FET) gain traction. Exchange-traded products on Binance, Coinbase, and Bybit now offer institutional-grade access to these digital assets.