As AI Expands, These ETFs Matter
Portfolio Pulse from
The article discusses the impact of tariff discussions and declining risk appetite on growth stocks, particularly those with AI exposure. It highlights the importance of certain ETFs in this context.

March 04, 2025 | 4:30 pm
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NEGATIVE IMPACT
The QQQ ETF, which includes many growth stocks with AI exposure, may be impacted by recent tariff discussions and a decline in risk appetite.
The QQQ ETF is heavily weighted with growth stocks, many of which have AI exposure. The current market environment, characterized by tariff discussions and a reduced risk appetite, is likely to negatively impact these stocks, thereby affecting the QQQ ETF.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80