Strong corporate earnings from solar manufacturers gave a lift to Responsible Investing ETFs, with metric-driven models projecting a 5% price target increase by September. The AI boom is likely to fuel stock market returns for at least the next few years. Nvidia CEO Jensen Huang thinks data center operators like Microsoft, Amazon, and Alphabet will spend a whopping $4 trillion on AI infrastructure to meet demand from developers by 2030 alone. But that pales in comparison to the software opportunity, which Cathie Wood's Ark Investment Management predicts could be worth a staggering $13 trillion over the same period. 2025 Midyear Investment Outlook: All Eyes on the U.S. Inflows into the Responsible Investing ETF category this month hit a quarterly high, reflecting heightened investor conviction in sustainable long-term equity strategies.
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