The AI Trade: Opportunity, Risk & What Comes Next

How should investors navigate the AI trade amid massive hyperscaler capital spending, elevated earnings expectations, and growing concerns around AI infrastructure debt? Zeno Mercer, Head of Robotics & Artificial Intelligence Research at VettaFi, breaks down the key narratives shaping the space and what they mean for ETF investors. Plus, Howard Chan, Founder & CEO of Kurv Investment Management, explores two potential market scenarios based on the direction of growth and inflation and discusses which Kurv ETFs could stand to benefit in each.