Global X ETFs

Markets are finding support in resilient economic activity and solid earnings, but the most compelling opportunities may lie beneath the surface. Seana Smith joined Brew Markets to break down what investors should be watching right now, including: · Why geopolitical uncertainty remains a key risk to energy prices. · Where opportunity has continued to build across the AI stack, from semiconductors and power infrastructure to data centers where scarcity is increasingly defining the story. · How the commercialization of space is creating opportunities across launch, satellite connectivity, and defense. Watch the full video to learn more about the trends shaping markets today: https://gxetfs.com/4vyIgOC Learn more about the current holdings and performance of AIQ: https://gxetfs.com/43qm78Z Learn more about the current holdings and performance of SHLD: https://gxetfs.com/4e0gWmp For more views and insights from Global X, visit: https://gxetfs.com/4ewtdiq

What themes are shaping investor portfolios in 2026? At the 2026 Global X Spring Investor Summit last month, conversations centered around the trends redefining markets, from AI monetization and income strategies to the growing role commodities and emerging markets could play in diversified portfolios. Explore key insights shaping the investment landscape that was discussed during the summit →

AI is fueling massive infrastructure spending. Energy demand is surging. Investors are asking what comes next. At the Global X Investor Summit last month, Senior Investment Strategist Seana Smith, along with specialized Global X Research and Investment Strategy team members, unpacked the themes defining today's markets. Some of the main takeaways included: • How the AI trade is shifting: investors are becoming more selective, and the focus is moving toward execution and monetization. • Why commodities like copper, uranium, and silver are emerging as long-term structural plays tied to the AI buildout. • How derivative income strategies have become a core component of modern portfolios. From AI infrastructure to commodities to income, the ripple effects are spreading further than investors may expect. Watch the full video and learn how Global X is helping investors navigate what's next: https://gxetfs.com/4e0MHvH

Commodities have long been considered an inflation hedge, but the case today goes further. At the Global X Investor Summit, Malcolm Dorson joined Seana Smith to discuss why commodities may deserve a long-term place in investor portfolios: • Why the inflation hedge case still holds and how commodities may also serve as a hedge against US dollar uncertainty. • How AI, electrification, and the broader shift toward automation are creating new structural demand drivers for commodities. • Why a decade of underinvestment has created a supply demand dynamic that goes beyond a tactical or cyclical trade. The case for commodities has historically been about protection. Today, it may also be about growth. Watch the full conversation with Malcolm and explore how Global X is approaching commodities in today's market: https://gxetfs.com/43eSyal

Stocks are starting the month at record highs. Here's what could move markets next. Seana Smith breaks it down in the latest Market Check. • Jobs: Recent reports have come in stronger than expected. This week’s data could help shape expectations for the Fed’s next move. • AI & cybersecurity earnings: Broadcom, Palo Alto Networks, and CrowdStrike results to offer a fresh read on AI demand and enterprise tech spending. • Geopolitics & energy: Oil prices are climbing on reports that Iran has halted talks with the U.S. A prolonged conflict could keep pressure on energy prices and inflation. Watch the full video for Seana's take on what it all could mean for markets going forward. Click here for more insights from Global X: https://gxetfs.com/4ehDaA8

The income landscape is changing and bonds are only part of the story. At the Global X Investor Summit, Chandler Nichols, CFA, MBA and Robert Scrudato joined Seana Smith to discuss how option-based strategies are reshaping the way investors approach income generation: • Why covered call strategies have become a popular way to harness volatility for income without taking on the duration risk of traditional bonds. • How these strategies can be implemented on either the fixed income or equity side of a portfolio, depending on income goals and risk profile. • How advisors can match specific investor needs to strategies that balance income potential with upside participation. Watch the full conversation to learn more and explore how Global X is helping investors navigate today's income landscape: https://gxetfs.com/49C0A0z

The AI trade has evolved and so has the opportunity. At the Global X Investor Summit, Arelis Agosto joined Seana Smith to break down where the AI trade stands today, including: • Why the conversation has shifted from hype to execution & monetization. • How hyperscaler spending creates ripple effects across semiconductors, data centers, electrification, copper, silver, and beyond. • Which parts of the AI ecosystem have yet to fully reflect the impact of the data center buildout. Learn how Global X is helping investors navigate this evolving landscape by watching the full conversation below or visit the Global X Investor Center: https://gxetfs.com/4udZb7Z

The AI boom runs on more than semiconductors. Our latest Inflection Points by Global X Head of Investment Strategy Scott Helfstein examines how rising demand for critical resources, alongside growing supply chain and geopolitical pressures, may be increasing the strategic importance of commodities. From copper and lithium to energy and rare earths, the next commodity cycle may already be underway. Read more: https://gxetfs.com/3QhG2nz

Markets are at all-time highs and investors continue to find reasons to stay optimistic. Seana Smith joined CNBC's Morning Call to break down what's driving markets today, including: • Why companies delivering real AI-driven growth are being rewarded this earnings season. • What Dell and Snowflake earnings tell us about the next phase of the AI trade. • Why the hotter PCE print isn't rattling markets, and what investors should actually be watching. Watch the full segment to learn more about the trends shaping markets today: https://gxetfs.com/4dX9GX3 For more views and insights from Global X, visit: https://gxetfs.com/4dVUHNa

What happens when AI demand, infrastructure buildouts, and national security priorities are all accelerating at once? In our recent Next Big Theme, Research Analyst Ido Caspi breaks down how data center expansion, chip agreements, and construction activity are collectively reshaping global markets. One signal stands out: the White House’s proposed defense budget—the largest in modern history. The chart highlights why government spending is becoming an increasingly important driver of the next investment cycle. More: https://gxetfs.com/4tX4iJu