It has been almost two months since the Liberation Day Dip, when US President Donald Trump's announcement of sweeping global trade tariffs rattled markets and sent the ASX and Wall Street tumbling.
But since then, markets have staged a strong rebound — and few places has the recovery been more impressive than in the AI and technology sectors.
With AI stocks bouncing back and momentum building again, many investors are wondering: how to get exposure to the AI megatrend without picking individual stocks?
That's where exchange traded funds (ETFs) come in. Let's take a look at three ASX ETFs that could be a smart way to tap into the AI boom.
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Global X Artificial Intelligence ETF (ASX: GXAI)
For investors looking for pure-play exposure to the AI megatrend, the Global X Artificial Intelligence ETF is worth considering. It offers access to a diversified portfolio of stocks driving AI development and adoption worldwide.
The GXAI ETF tracks the Indxx Artificial Intelligence & Big Data Index. This includes businesses developing AI software, AI-as-a-Service platforms, and the hardware powering AI and big data analytics.
This ASX ETF isn't limited by geography or sector, so it invests across the global AI value chain. Top holdings include big names like Alibaba, Tencent, Netflix (NASDAQ: NFLX), and Palantir.
Global X notes that these companies appear well-placed to benefit from a market expected to expand from US$305 billion today to US$738 billion by 2030.
Global X Semiconductor ETF (ASX: SEMI)
AI can't function without the semiconductors that power it — and that's where the Global X Semiconductor ETF comes in.
This ASX ETF gives investors access to 30 of the largest semiconductor stocks globally. This includes Taiwan Semiconductor, NVIDIA, ASML, and Broadcom.
Semiconductors are the backbone of modern technology, from AI applications and cloud computing to consumer electronics and autonomous vehicles. As the demand for processing power grows, the semiconductor sector is expected to be a key beneficiary of the AI revolution.
Global X ROBO Global Robotics & Automation ETF (ASX: ROBO)
Finally, AI isn't just about software. It is also driving the physical world of robotics and automation, and that's the focus of the Global X ROBO Global Robotics & Automation ETF.
The ROBO ETF invests in a basket of global stocks across the robotics, automation, and AI value chain. These span industries like industrials, healthcare, and logistics.
Its holdings include names like Intuitive Surgical, FANUC, and Rockwell Automation. Global X highlights these companies are operating in a global robotics market that is forecast to grow from US$72 billion in 2022 to US$283 billion by 2032.
