MARKET WIRESeekingAlpha • 1d ago
10 Best CEFs This Month: Average Yield Of 11% (October 2026)Read here for a detailed analysis of 10 top closed-end funds yielding 10.9% on average and trading at NAV discounts.
Why AIO Stock advanced +0.62% Today — RQD Quant Desk Flash
$24.19 +0.62% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot)
EXT / AFTER-HRS: $24.17
Virtus Artificial Intelligence & Technology Opportunities Fund of (AIO) carries a Roarable Rating of C- (Hold) with 60/100 RQD Confidence. The composite score sits in the neutral Hold band (59–69), meaning current holders don’t need to panic-sell while prospective buyers can wait for a move into the 70+ Buy zone.
ROARABLE C- • HOLD / WATCH
Cap $830.7M
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Click Any Pre-Computed AI Quant Specialist Briefing on AIO Below — or Connect Your Own ChatGPT / Claude
🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief)
Is AIO stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
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As of 2026-11-01, Virtus Artificial Intelligence & Technology Opportunities Fund of (NYSE: AIO) is rated C- (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 60/100 at a spot price of $24.19 (+0.62% 1D, market cap $830.7M). Pillar breakdown: Fundamental Cash Engine 11/20, Institutional 13F & Options Flow 12/20, Executive Insider Alignment 13/20, FRED Macro Regime Fit 15/20, and SEC Balance-Sheet Forensics 9/20. Across 1096 tracked Financials issuers, AIO ranks #501 in composite RQD confidence.
✓ Pre-computed one-to-many AI Quant brief
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief)
How does AIO compare to MFIC and AEF in the Financials sector?
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Within the Financials sector (Finance/Investors Services), AIO carries a Roarable C- (60/100 RQD), trailing P/E of N/A, gross margin of —, and ROIC of —. By comparison, MFIC (MidCap Financial Investment Corporation) holds a D grade (47/100 RQD, P/E 13.6x, ROIC 4.8%, cap $856.7M) and AEF (abrdn Emerging Markets ex-China Fund Inc.) posts a D+ grade (57/100 RQD, P/E N/A, ROIC —, cap $898.6M). Among the 5-stock peer group, MFIC leads on earnings multiple (13.6x) while MFIC leads on capital efficiency (4.8% ROIC).
✓ Pre-computed one-to-many AI Quant brief
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief)
What are the biggest fundamental strengths and SEC risk factors for AIO?
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For Virtus Artificial Intelligence & Technology Opportunities Fund of (AIO), key quantitative strengths include Established market leader in Financials with deep daily trading liquidity. and sector rank #501 in Financials, while primary risk factors center on Company executives have done more routine share selling than personal cash buying lately. and implied 5-year growth hurdle of 8.0%/yr. Institutional options positioning shows a 50% call / 50% put premium split.
✓ Pre-computed one-to-many AI Quant brief
🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
EXT / AFTER-HRS: $24.17 (-0.08%)🧬 Disciplined Float (-0.40% YoY Shares)⚙️ Cash Engine: 11/20 (D+) • 0.6% FCF Margin
Verify 90D Bucket Audit →📊 Historical Track Record: Scores of 60/100 (C-) historically posted market-perform odds over rolling 90-day windows (+0.4% avg 90D alpha vs SPY • 53.5% hit rate — wait for RQD ≥ 70 breakout).
Audit Bucket Track Record →RQD QUANT TACHOMETERHOLD / WATCH • C-
JEV AI Jury Split (Battleground)
Cash
SEC
Whale
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
5-PILLAR SNOWFLAKE RADARRw D+ · Rk B-
Each axis scored 0–20
12M PRICE TARGET CONE+0.9% Base Target
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for AIO)Realized 20D OHLCV Swing Band: ±5.1%
Deterministic 5-Pillar Attribution (60/100 Composite)
🔍 WHY AIO SCORES 60/100 (C-) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
▲ #1 Bullish Driver: Macro Regime Fit+15/20 pts (25% of score)
FRED Regime × Technicals: 43% of 52W Range • RSI-14 at 45.8 (NEUTRAL RANGE)
▲ #2 Bullish Driver: SEC 10-K Forensic Risk+13/20 pts (22% of score)
Altman Z-Score 3.80 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 7/9
▼ #1 Drag / Risk Factor: Insider Conviction & Share Dilution9/20 pts (-11 pt drag)
Disciplined Float (-0.40% YoY Shares) & executive Form 4 sales trim 11 pts from alignment
📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)Grade B-$25.43-9% Next Q
68
Q2 (-2Q)Grade C+$23.15-1.5% Next Q
65
Q3 (-1Q)Grade C+$22.81+6% Next Q
63
CurrentGrade C-$24.19+0.4% Hist 90D α
60
Trajectory: B- (68) → C- (60)Full Audit →
⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER
⚔️ Adversarial Opposing Case: Why the AIO Bull Thesis Could Fail
Even with a 60/100 (C-) score, AIO faces multiple-compression risk if current valuation multiples re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.
⚠️ Forensic Kill-Switch #1
Company executives have done more routine share selling than personal cash buying lately.
⚠️ Forensic Kill-Switch #2
Dilution & Margin Drag: Disciplined Float (-0.40% YoY Shares) — any gross margin slip below 49.5% triggers an automatic RQD downgrade.
⚠️ Forensic Kill-Switch #3
Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($24.87) or 200D SMA ($24.68) invalidates the momentum regime and cuts Target Base ($24.41) toward Bear Floor ($19.04).
🎲 LIVE PREDICTION MARKET ODDS TIED TO $AIO• $2.4M Crowd Pool • Kalshi / Polymarket Composite
Contract: “AIO Beats Next Quarter EPS Consensus (Upcoming Quarter) & Holds Above 200D SMA”
AUTOMATED RQD QUANT DESK MOVER BRIEFINGFull Market News Desk →
Why AIO Stock advanced +0.62% Today — RQD Quant Desk Flash
Virtus Artificial Intelligence & Technology Opportunities Fund of (AIO) advanced +0.62% to $24.19, trading at 43% of its 52-week range ($20.91 – $28.6). Solid steady margins (steady margins), mixed timing at current multiples—hold if owned, no rush to chase.
- ▸Technical Tape: Trading at 43% of its 52-week range ($20.91 – $28.6) with RSI-14 at 45.8 (NEUTRAL RANGE).
- ▸Volatility Profile: Historical 20-day realized swing band of ±5.1% around $24.19 (no active unusual options sweep snapshot on file).
- ▸Fundamental Anchor: Roarable C- (Hold) backed by 52% gross margin and $23.3M annual free cash flow.
Live AIO Headlines & Catalysts
MARKET WIREYahoo • 4d ago
Virtus Artificial Intelligence & Technology Opportunities Fund Discloses Sources of Distribution – Section 19(a) NoticeHARTFORD, Conn., October 28, 2026--Virtus Artificial Intelligence & Technology Opportunities Fund (NYSE: AIO) previously announced the following monthly distribution on September 23, 2026:
ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Quantitative Research Desk
Scheduled RQD Strong Buys & Whale Accumulation Briefing (AIO Tape Review)
- ✓Breakdown of the highest-scoring RQD Green-Light breakouts across our 5,200+ rated universe
- ✓Forensic Red-Light accounting & dilution traps to review on your watchlist
- ✓Includes downloadable .ics calendar invite & nightly RQD rating-change email alerts
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
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AIO // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -1.18%▼ DESCENDING CHANNEL
2026-10-30O $23.64H $24.19L $23.33C $24.19VOL 122.8K
RES: $25.21SUP: $22.65SMA50: $24.87SMA200: $24.68
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK
AIO Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure
Share Count & Dilution Monitor (#25)
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
Reverse-DCF Expectations Hurdle (#30)
8.0%/yr Implied 5Y Growth
vs. +6.0% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
Ellis Vennor Setup Ledger (#33)
No active Ellis Vennor swing setup published on AIO today. View full Setup Ledger →
🦋 Documented & Second-Order Butterfly Connections
Open Graph →
No direct multi-tier Butterfly edges indexed yet for AIO. Explore sector supply chains on /butterfly.
AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for AIO today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK
📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (AIO)
Financials Rank #501 of 1096
⚔️ MFIC vs AIO Full Matrix →
1. Head-to-Head Financials Peer Comparison (AIO vs. MFIC, AEF, PDX, FDUS)
Industry: Finance/Investors Services (37 Tracked Issuers)Across 1096 tracked Financials securities in the Roarable RQD universe, Virtus Artificial Intelligence & Technology Opportunities Fund of (AIO) ranks #501 by composite RQD confidence (60/100, grade C-) and #592 by equity capitalization ($830.7M). Within this direct 5-issuer industry benchmark cohort, MFIC leads on earnings valuation at 13.6x trailing P/E, while MFIC leads on capital efficiency and profitability with 4.8% ROIC and — gross margin. AIO currently leads its immediate peer cohort in composite quantitative strength at 60/100 (C-).
| Ticker / Company | Roarable Grade | RQD Score | Trailing P/E | Gross Margin | ROIC | 1D Change | Market Cap | Head-to-Head |
|---|---|---|---|---|---|---|---|---|
| AIO
ACTIVE
Virtus Artificial Intelligence & Technology Opportunities Fund of | C- | 60/100 | — | — | — | +0.62% | $830.7M | Benchmark Subject |
| MFIC MidCap Financial Investment Corporation | D | 47/100 | 13.6x | — | 4.8% | +1.56% | $856.7M | /mfic-vs-aio → |
| AEF abrdn Emerging Markets ex-China Fund Inc. | D+ | 57/100 | — | — | — | -0.71% | $898.6M | /aef-vs-aio → |
| PDX PIMCO Dynamic Income Strategy Fund of | C- | 60/100 | — | — | — | +1.17% | $925.4M | /pdx-vs-aio → |
| FDUS Fidus Investment Corporation | D | 44/100 | — | — | — | +1.83% | $737.8M | /fdus-vs-aio → |
2. AIO Fundamental Profitability, Capital Efficiency & Balance-Sheet Forensics
TRAILING 12M & FORWARD QUANTITATIVE SNAPSHOTVirtus Artificial Intelligence & Technology Opportunities Fund of (AIO) operates in Finance/Investors Services (Financials) with an equity capitalization of $830.7M, trailing P/E of N/A, forward P/E of N/A, and EV/EBITDA of N/A. Operating profitability registers a gross margin of —, operating margin of —, net profit margin of —, ROIC of —, and free cash flow yield of —, alongside an Altman Z-Score of N/A and Piotroski F-Score of N/A.
3. AIO Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)
✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLEDIs AIO stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
As of 2026-11-01, Virtus Artificial Intelligence & Technology Opportunities Fund of (NYSE: AIO) is rated C- (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 60/100 at a spot price of $24.19 (+0.62% 1D, market cap $830.7M). Pillar breakdown: Fundamental Cash Engine 11/20, Institutional 13F & Options Flow 12/20, Executive Insider Alignment 13/20, FRED Macro Regime Fit 15/20, and SEC Balance-Sheet Forensics 9/20. Across 1096 tracked Financials issuers, AIO ranks #501 in composite RQD confidence.
How does AIO compare to MFIC and AEF in the Financials sector?
Within the Financials sector (Finance/Investors Services), AIO carries a Roarable C- (60/100 RQD), trailing P/E of N/A, gross margin of —, and ROIC of —. By comparison, MFIC (MidCap Financial Investment Corporation) holds a D grade (47/100 RQD, P/E 13.6x, ROIC 4.8%, cap $856.7M) and AEF (abrdn Emerging Markets ex-China Fund Inc.) posts a D+ grade (57/100 RQD, P/E N/A, ROIC —, cap $898.6M). Among the 5-stock peer group, MFIC leads on earnings multiple (13.6x) while MFIC leads on capital efficiency (4.8% ROIC).
What are the biggest fundamental strengths and SEC risk factors for AIO?
For Virtus Artificial Intelligence & Technology Opportunities Fund of (AIO), key quantitative strengths include Established market leader in Financials with deep daily trading liquidity. and sector rank #501 in Financials, while primary risk factors center on Company executives have done more routine share selling than personal cash buying lately. and implied 5-year growth hurdle of 8.0%/yr. Institutional options positioning shows a 50% call / 50% put premium split.
Where is AIO trading relative to its 50-day, 200-day, and 52-week technical levels?
AIO last traded at $24.19 (+0.62% on volume of 212,528 shares), positioning the stock -2.73% below its 50-day simple moving average ($24.87) and -1.99% below its 200-day simple moving average ($24.68). Across its 52-week range of $20.91 to $28.60, AIO sits at the 42.7% percentile with a 14-day RSI of 45.8 (NEUTRAL RANGE) and an implied next-earnings move of ±5.1% ($22.96 to $25.42).
AIO Investor FAQ & Complete 8-Part Research Index
100% OPEN ACCESS • SEC EDGAR × CBOE × FREDWhy is AIO stock moving today?
Why AIO Stock advanced +0.62% Today — RQD Quant Desk Flash. Solid steady margins (steady margins), mixed timing at current multiples—hold if owned, no rush to chase.