AI Infrastructure Trade Powers 2026’s Best-Performing Leveraged ETFs
Key takeaways
- Leveraged ETFs tracking AI infrastructure companies are the top performers of 2026, driven by strong earnings and guidance from Dell, Micron, AMD, and Intel.
- GraniteShares 2x Long MU Daily ETF: +435%
- GraniteShares 2x Long INTC Daily ETF: +343%
- Direxion Daily Semiconductor Bull 3X ETF: +232.9%
What happened
The best-performing ETFs of 2026 are leveraged funds tracking companies at the center of the AI infrastructure boom, with the GraniteShares 2x Long MU Daily ETF leading the pack with a 435% return.
Why it matters
These ETFs are concentrated on companies building the physical infrastructure powering the AI revolution, including Dell, Micron, AMD, and Intel, which have seen strong earnings and upbeat guidance.
Short-term and longer-term
Short-term. Leveraged ETFs tracking AI infrastructure companies are the top performers of 2026, driven by strong earnings and guidance from Dell, Micron, AMD, and Intel.
Longer-term. The AI infrastructure boom is driving strong demand for semiconductor stocks, with companies like Micron and Marvell Technology delivering record revenue and accelerating data-center revenue.