In this episode of ETF Spotlight, Kai Wu, Founder & Chief Investment Officer at Sparkline Capital breaks down why the real AI winners may be companies investors aren’t even thinking about yet – and why history suggests AI adopters could outperform the AI builders.
00:00:00 Introduction
00:00:12 AI Builders vs Users
00:01:56 AI Spending Risks
00:03:15 Sell the Mag Seven?
00:04:23 S&P 500 AI Exposure
00:04:40 Why AI Users Win
00:06:15 AI Adoption Winners
00:07:39 Defining AI Adopters
00:08:27 Surprising AI Picks
00:10:29 Mag Seven Outlook
00:12:11 Future AI Winners
00:13:04 Old Economy AI Plays
00:13:14 Hidden AI Winners
00:13:31 Rapid Fire: This or That
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Recorded: May 12, 2026
Camera: Julian Pinto & Shawn Elias
Producers: Caroline Woods & Rebecca Mezistrano
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