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KraneShares just launched an actively managed ETF targeting the laser and optical chip companies powering AI data centers, but a fund with only two days of price history, a waivable fee discount, and holdings already deep in a selloff raises a pointed question about whether the timing is opportunity or trap.

The AI data center buildout is minting a second tier of winners that most retail investors still haven't priced in.

The AI boom is reshaping the market well beyond its most obvious beneficiaries—tech, energy, and utilities firms—and some of the best ways to benefit from it have largely gone overlooked. Even within a prominent AI industry like semiconductors, some companies have unique opportunities to serve as pick-and-shovel investments due to their role within the complex AI supply chain.

Optical stocks have emerged as a bountiful play on the artificial-intelligence trade, but Friday's selloff is putting a damper on that momentum.

On CNBC's “Halftime Report Final Trades,” Joseph M. Terranova, senior managing director for Virtus Investment Partners, named Corning Incorporated (NYSE:GLW) as his final trade.