AI, Amazon — And Smart Bets: ETFs Are Splitting Winners From Losers In 2026

Benzinga_recent_news01-14

Artificial intelligence and selective consumer trends are quietly reshaping ETFs in 2026, but not all sectors are moving in lockstep. • Amazon.com stock is showing upward bias. What’s the ...

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What’s the ...</p>\n\n<a href=\"https://www.benzinga.com/etfs/sector-etfs/26/01/49883496/ai-amazon-and-smart-bets-etfs-are-splitting-winners-from-losers-in-2026\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0708995401.HKD","symbol_name":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","start_time":0,"source_url":"https://www.benzinga.com/etfs/sector-etfs/26/01/49883496/ai-amazon-and-smart-bets-etfs-are-splitting-winners-from-losers-in-2026","article_id":"2603639778","we_media_id":null,"thumbnails":["https://cdn.benzinga.com/files/images/story/2026/01/13/WallStreet-Markets-Winners-And-Losers-St.jpeg?optimize=medium&dpr=2&auto=webp&width=240"],"rights":{"source":"benzinga_recent_news","url":"https://www.benzinga.com/etfs/sector-etfs/26/01/49883496/ai-amazon-and-smart-bets-etfs-are-splitting-winners-from-losers-in-2026","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2603639778","pubTimestamp":1768324620,"columns":[],"sourceInfo":{"source_id":"benzinga_recent_news","name":"Benzinga"},"weMediaInfo":null,"summary":"Amazon's strength across retail, ads and AWS is shaping ETF strategies in 2026 as investors focus on clear winners, says LOGO ETF's Eric Clark.","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","QLD":"2倍做多纳斯达克100指数ETF-ProShares","QQQE":"Direxion NASDAQ-100 Equal Weighted Index Shares","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU0882574139.USD":"富达环球消费行业基金A ACC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","QYLG":"Nasdaq 100 Covered Call & Growth ETF","QQQY":"Defiance Nasdaq 100 Enhanced Options & 0DTE Income ETF","USJW.SI":"ALPHAB 3xLongSG261006","NOW":"ServiceNow","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","TQQQ":"纳指三倍做多ETF","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","QID":"两倍做空纳斯达克指数ETF-ProShares","CRM":"赛富时","LU0109392836.USD":"富兰克林科技股A","PSQ":"做空纳斯达克100指数ETF-ProShares","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","QQQJ":"Invesco NASDAQ Next Gen 100 ETF","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","FDN":"First Trust Dow Jones Internet I","HK0000914686.HKD":"GFI Global Select Equity Fund Class A (HKD)","QQQM":"NASDAQ100指数ETF-Invesco","LOGO":"Alpha Brands Consumption Leaders ETF","TSYW.SI":"TESLA 3xLongSG261006","AMZN":"亚马逊","SQQQ":"纳指三倍做空ETF","NVIW.SI":"NVDA 3xLongSG261006","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC",".IXIC":"NASDAQ Composite","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","INTU":"财捷","LU2362541513.USD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (USD) ACC","GPIQ":"GOLDMAN SACHS NASDAQ 100 CORE PREMIUM INCOME ETF","SGXZ81514606.USD":"大华环球创新基金A Acc USD","USAW.SI":"AMZN 3xLongSG261006","LU2210150020.SGD":"Natixis Thematics Subscription Economy R/A SGD","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","QYLD":"纳斯达克100 Covered Call ETF-Global X","CLOU":"Global X Cloud Computing ETF","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC"},"translate_title":"人工智能、亚马逊和明智的赌注：ETF在2026年将赢家与输家分开","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMZN":1.5,"USJW.SI":0.6,"QQQM":0.6,".IXIC":0.7,"LOGO":1,"QID":0.6,"NVIW.SI":0.6,"GPIQ":0.6,"SQQQ":0.6,"MNQmain":0.6,"CRM":1,"QYLG":0.6,"USAW.SI":0.6,"QQQJ":0.6,"NQmain":0.6,"TSYW.SI":0.6,"TQQQ":0.6,"QYLD":0.6,"NOW":1,"QLD":0.6,"INTU":1,"QQQE":0.6,"PSQ":0.6,"FDN":0.7,"QQQY":0.6,"CLOU":1},"content_text":"Artificial intelligence and selective consumer trends are quietly reshaping ETFs in 2026, but not all sectors are moving in lockstep. \n       • Amazon.com stock is showing upward bias. What’s the outlook for AMZN shares?\nAccording to Eric Clark, portfolio manager of the Alpha Brands Consumption Leaders ETF (NASDAQ:LOGO) and chief information officer at Accuvest Global Advisors, discerning investors are increasingly focusing on winners within tech and consumer spaces rather than broad-market exposure.\nClark highlighted Amazon as a key example of a company firing on all cylinders despite market skepticism over capital spending.\n\"People love to just point to the capex spend, but that spending is happening at Microsoft. It’s happening at Meta,\" he said. \"It’s very odd, because Amazon in particular has a history of spending free cash flow when they have it for good ROI growth.\" \nWith robust results across retail, ads and AWS, Amazon remains a major holding in consumer- and tech-focused ETFs, including mega-cap and cloud-centric funds like the iShares Expanded Tech-Software Sector ETF (BATS:IGV) and the Global X Cloud Computing ETF (NASDAQ:CLOU).\nIn software, Clark argued the market has broadly discounted AI potential, leaving opportunities for companies actually deploying the technology across their operations. \n“…if you're demonstrating strong capabilities that allow AI to be deployed across the workforce and throughout all divisions, there's significant benefit to be gained,\" he said, citing ServiceNow Inc (NYSE:NOW), Intuit Inc (NASDAQ:INTU) and Salesforce Inc (NYSE:CRM) as examples. Active ETFs like LOGO are positioning for this dispersion, targeting AI-enabling software names while avoiding companies at risk of disruption.\nConsumer ETFs are seeing a similar selective trend. Clark noted that U.S. spending remains divided. \n\"The upper part of the K, the higher income, with real assets and homes, they’re doing pretty well, and they’re spending really well,\" he said. \"The small, the lower income cohorts, are struggling, because inflation is still present in a lot of parts of our lives,\" he added. \nValue-focused retailers such as Walmart Inc (NASDAQ:WMT) and Costco Wholesale Corp (NASDAQ:COST) are attracting attention in funds like the SPDR S&P Retail ETF (NYSE:XRT) and VanEck Retail ETF (NASDAQ:RTH), while consumer staples ETFs such as the Vanguard Consumer Staples ETF (NYSE:VDC) offer exposure to defensive segments without relying on broad discretionary strength.\nClark also flagged credit usage as a signal of selective spending, noting that consumers are \"using credit to fill the gap\" in higher-price categories. \nWith employment conditions remaining the ultimate driver of discretionary spending, ETFs are increasingly taking sides in a market where winners and losers are sharply defined.\nphoto: iQoncept via Shutterstock","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.0","shortVersion":"4.36.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2603639778","isCrawlerRequest":true}