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In this episode of ETF Spotlight, I speak with Dan Ives, Managing Director and Global Head of Technology Research at Wedbush Securities, and Cullen Rogers, CIO of Wedbush Fund Advisers, about the AI revolution and a new ETF designed to invest in it.

Artificial Intelligence is a compelling and transformative theme, rapidly changing how we live, work, and interact with technology.

The Dan Ives Wedbush AI Revolution ETF (IVES - Free Report) seeks to capitalize on the explosive growth of AI by investing in 30 companies poised to lead the transformation. Microsoft (MSFT - Free Report) is currently the top holding, followed by NVIDIA (NVDA - Free Report) , Broadcom (AVGO - Free Report) , and Tesla (TSLA - Free Report) .

Microsoft emerged as one of the biggest winners from the recent earnings season after posting strong results. Its closely watched cloud computing unit delivered blockbuster growth—half of which was driven by AI.

NVIDIA—the poster child of the AI revolution—rebounded strongly from its recent DeepSeek and tariff-driven sell-off. What makes Dan so excited about its future?

Apple (AAPL - Free Report) , meanwhile, appears to have fallen behind in the AI race. Its Worldwide Developers Conference this week failed to impress investors.

Tesla shares have rebounded after plunging last week following a public spat between Elon Musk and Donald Trump. What’s next for the EV maker as it plans to launch its robotaxi service later this month?

The biggest tech companies are pouring billions into the race toward Artificial General Intelligence (AGI), believing it will result in a winner-takes-most outcome.

Are we on the cusp of AGI—or is it still a distant dream?

Running Length: 00:13:36

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