S&P 500 Hits 6,400 on AI Boom: ETFs in Focus

Market Overview - The S&P 500 reached a new milestone, closing above 6,400 for the first time on August 13, 2025, driven primarily by large-cap technology stocks [1] - Investors continue to favor large-cap U.S. tech stocks, indicating a sustained trend in this direction [1] Performance of Top Stocks - The 20 largest companies on the S&P 500 have outperformed the index, rising an average of 40.6% since the market bottom, compared to the index's overall gain of 27.9% [2] - The top-performing stocks include NVIDIA, Microsoft, Apple, Amazon, Alphabet, Meta, Broadcom, Tesla, JPMorgan, Netflix, Oracle, and Palantir, all of which are supported by AI-backed fundamentals [3] Industrial Sector Insights - The industrial sector is also benefiting from AI spending, with companies capitalizing on the technology's infrastructure demands [4] - A long-term opportunity is anticipated as more companies adopt AI to enhance margins and productivity [4] AI-focused ETFs - Several AI-based exchange-traded funds (ETFs) are highlighted for potential inclusion in investment portfolios [5] - The Global X Artificial Intelligence & Technology ETF (AIQ) provides exposure to companies benefiting from AI development and implementation, charging 68 bps in fees [6] - The iShares Exponential Technologies ETF (XT) focuses on equity securities involved in groundbreaking technologies, with a fee of 46 bps [7] - The Global X Robotics & Artificial Intelligence ETF (BOTZ) invests in companies benefiting from robotics and AI adoption, charging 68 bps in fees [8] - The ARK Autonomous Technology & Robotics ETF (ARKQ) seeks long-term growth by investing in autonomous technology and robotics companies, with a fee of 75 bps [9] - The ROBO Global Robotics & Automation Index ETF (ROBO) measures performance of companies deriving revenue from robotics and automation, charging 95 bps in fees [11]