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CES 2026 signals a turning point for AI. The focus is now also moving into physical infrastructure, energy systems, materials, and automation. CES highlights five investable themes shaping the next phase of AI: infrastructure buildout, physical AI and robotics, energy and nuclear power, critical materials, and quantum computing. As AI scales into the real economy, these interconnected ecosystems are emerging as key drivers of long-term investment opportunities.
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CES 2026 signals a turning point for AI. The focus is now also moving into physical infrastructure, energy systems, materials, and automation. CES highlights five investable themes shaping the next phase of AI: infrastructure buildout, physical AI and robotics, energy and nuclear power, critical materials, and quantum computing. As AI scales into the real economy, these interconnected ecosystems are emerging as key drivers of long-term investment opportunities.
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2025 delivered significant market wins, but some of the top performers may not have been obvious. A handful of slightly under-the-radar assets quietly surged. Curious what you missed? These five assets performed very strongly in 2025. Find out what they were, and why it matters.
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Investors often ask which themes could be the next big thing. Our latest WisdomTree Survey reveals some surprising insights into where attention is focused today and where it isn’t. In this blog, we explore three themes that investors may be overlooking despite the significant shifts underway and the potential upside they could offer.
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Renewable energy is having its comeback moment. After a couple of quiet years, the theme is surging again – and this time, the excitement feels structural, not cyclical. This blog outlines the key reasons behind the revival, from shifting macroeconomic conditions to breakthrough technologies and the demand for sustainable solutions to meet the world’s rapidly rising energy needs. Markets are urging investors to reconsider the renewable energy theme.
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In this blog, WisdomTree’s energy transition industry expert partners, Wood Mackenzie, discuss why the energy transition megatrend is poised for a renaissance in 2024. After a challenging 2023, macroeconomic tailwinds, policy support, and technological acceleration are all lining up to propel the energy transition onward, making it an exciting time for investors to consider this theme.
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While the performance of renewable energy stocks in 2023 might suggest that the megatrend is broken, the fundamentals tell us that the exact opposite is true. Renewable energy is booming. And now, world leaders at COP28 have provided additional impetus to boost renewable energy adoption. Explore how this exciting theme is evolving and the way in which investors can capture the opportunity.
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