AI Investing Engine Can Continue Accelerating

Group 1 - The AI investment theme continues to be significant in 2025, benefiting market participants with exposure to AI-related equities and ETFs [1] - The Invesco QQQ Trust (QQQ) and Invesco NASDAQ 100 ETF (QQQM) are experiencing year-to-date gains of approximately 20%, attributed to their status as prime AI proxies [2] - Despite skepticism regarding the sustainability of AI-related spending, the price performance of QQQ and QQQM suggests that betting against AI-intensive assets has been unwise [3] Group 2 - AI is increasingly recognized as a key driver of economic growth, with a small number of large AI-related stocks significantly influencing broader market returns [4] - By Q4 2025, AI is projected to surpass U.S. consumer spending as the primary growth driver, with upward revisions in spending intentions among major U.S. tech firms [5] - The investment opportunity in AI is dynamic, with ETFs like QQQ and QQQM providing flexibility and exposure to AI enablers across various sectors, including financial services, healthcare, and industrials [6] Group 3 - The technology sector is well-positioned for continued growth beyond current leaders, as AI development is still in its early stages and advancing rapidly [7]