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Source document· July 12, 2026

Is It Really Safe to Invest in AI Stocks and ETFs Right Now? Here's What the Experts Say.

View original at nasdaq.com
Is It Really Safe to Invest in AI Stocks and ETFs Right Now? Here's What the Experts Say. Key Points AI stocks have come under recent pressure amid concerns about spending…
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What we drew from this source

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  • AI data center capex is expected to grow by another 40% to 50% next year, bringing it to around $1.5 trillion

    60% confidence

  • Computing demand is so strong that the economics of providing this computing power to third parties can be more attractive than for internal projects

    60% confidence

  • Raised 2026 capex guidance to $52-56 billion after extensive diligence talking to his own customers and his customers' clients, expressing confidence in continued AI chip demand

    60% confidence

  • Recommends the Vanguard S&P 500 ETF as a core holding investors can consistently dollar-cost average into, alongside AI leaders Nvidia, Alphabet, Meta Platforms, AMD, Broadcom, and TSMC for long-term holding

    60% confidence

  • This capex growth is supported by a combination of AI agent adoption, token growth, and current market supply constraints

    60% confidence

  • According to a survey done before the start of the year, 90% of investors polled planned to hold or buy more AI stocks this year, and only 7% planned to decrease their exposure

    60% confidence
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
Enterprise AI Agents Go Mainstream, But Trustworthy Data Access Lags Adoption
A wave of enterprise AI agent activity — fresh funding (Latitude's $35M Series A), a run of CB Insights CEO interviews spotlighting fintech- and healthcare-focused agent startups (Covecta, Penguin AI, Maisa AI), and major platform partnerships (Microsoft-Mistral, Manulife-Microsoft AI governance, Siemens-NVIDIA agentic EDA, Box's agent security controls) — signals agentic AI moving from pilot to production across financial and enterprise workflows. Yet Google Cloud's own research shows adoption is outrunning data readiness (companies average AI access to only 45% of their data, with 'data laggards' capped near 30%), while insider selling at incumbent C3.ai hints at mixed investor conviction even as the broader ecosystem accelerates.
Our read on the data ›
Signals we're tracking
Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
Patterns we're watching ›
Where sources disagree
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
We flag conflicts openly ›
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Is It Really Safe to Invest in AI Stocks and ETFs Right Now? Here's What the Experts Say. — Source | Via News | Via News