Home / BusinessBusinessCNBCBusinessCNBC·Sep 8, 2026·1 min readSantoli: One key tech ETF may signal whether this bull market can keep marching onThe winds have shifted back in favor of AI consumption plays over AI construction proxies.View original source — CNBC ↗ShareCopy linkShare on XShare on FacebookRelated storiesBusinessMarketWatchBusinessSep 3, 2026 · 1 minNvidia takes back control of the AI trade as Big Tech nears record highsMarketWatchBusinessCNBCBusinessSep 4, 2026 · 1 minA 'shakeout' in early-stage AI may be coming as VC money gets pickier on valuationsCNBCTechnologyHacker NoonTechnologySep 4, 2026 · 1 minThe Big Four Triggers For Market Authority And Thought Leadership (And a Wild Card)Hacker NoonBusinessBloombergBusinessSep 4, 2026 · 1 minChip Suppliers Bullish on AI BuildoutBloomberg
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