We discuss the thematic outlook for 2026 and the key themes investors should keep on their radar.

(1:00) - What Impact Will Artificial General Intelligence Have On Tech Going Forward?
(6:20) - Why Have Data Centers And Power Restricted AI Expansion?
(10:10) - Who Stands To Benefit The Most As The AI Ecosystem Evolves?
(13:30) - Are We In An AI Bubble?
(16:45) - Top Investment Themes To Keep On Your Radar In 2026
(19:30) - Global X Defense Tech ETF: SHLD
(21:25) - How Should Investors Gain Exposure To The AI Infrastructure And Data Centers?
(26:30) - Episode Roundup: AIQ, PAVE, ZAP, CHPX, SMH, SOXX
Podcast@Zacks.com