The AI Build-Out Is Just Getting Started

In this occurrence of Motley Fool Hidden Gems Investing, Motley Fool contributor Rachel Warren talks with Jay Jacobs, U.S. Head of Equity ETFs astatine BlackRock, astir the firm's 2026 thematic outlook, including:

• Why the AI infrastructure roar is inactive successful its infancy.

• How thematic ETFs tin springiness retail investors much precise vulnerability than accepted assemblage funds.

• What the emergence of agentic AI, carnal robotics, and tokenization means for your portfolio.

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A afloat transcript is below.

Should you bargain banal successful BlackRock close now?

Before you bargain banal in BlackRock, see this:

The Motley Fool Stock Advisor analyst squad conscionable identified what they judge are the 10 champion stocks for investors to bargain now… and BlackRock wasn’t 1 of them. The 10 stocks that made the chopped are built for semipermanent maturation and could nutrient monster returns successful the coming years.

Consider when Netflix made this database connected December 17, 2004... if you invested $1,000 astatine the clip of our recommendation, you’d person $443,191!* Or when Nvidia made this database connected April 15, 2005... if you invested $1,000 astatine the clip of our recommendation, you’d person $1,258,838!*

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*Stock Advisor returns arsenic of June 6, 2026.

This podcast was recorded connected May 31, 2026.

Jay Jacobs: Token depletion past twelvemonth grew 17 times. Not 17%, which I deliberation astir radical would presumption arsenic a beauteous bully maturation company, 17 times maturation of token consumption. Essentially, arsenic overmuch wealth arsenic the large ample connection vessel providers are plowing into superior expenditures, they can't support up with AI demand. Even conscionable successful the past respective months, I deliberation the communicative has shifted successful the marketplace from that of we disquieted companies are over-investing successful capex to what if companies are really under-investing successful capex?