Invesco NASDAQ 100 ETF

QQQM

Market cap $69.5B

These days, it's not unreasonable for investors to feel as if there's one word attached to AI: “bubble.” AI bubble talk is increasing in frequency, as are comparisons to the internet bubble of 2000.

Market participants have rapidly become concerned about the state of affairs with growth stocks. That includes some of the previously sturdy megacap names.

Experienced market participants know the early innings of the AI investing thesis have largely been marked by hardware; namely, semiconductors. It's a key reason Nvidia (NVDA) is the first artificial intelligence stock that comes to many investors' minds.

There's no denying that some big-name growth stocks, including some with clear AI ties, have recently pulled back. But that doesn't mean the AI investment thesis is on its last legs.

There's no denying AI has again been a captivating theme for investors and technology enthusiasts this year. But that proposition could be ramped up in 2026.

Investing in the top stocks on the Nasdaq exchange can be an effective way to profit from the latest trends in tech. The Invesco Nasdaq 100 ETF averaged an annual return of nearly 16% over the past five years.

Third-quarter earnings season is chugging along. Many marquee names hailing from the communication services and tech sectors have already reported.

For new investors, putting money into an exchange-traded fund (ETF) can be an easy way to get started. The Schwab U.S. Dividend Equity ETF can be a great option for generating recurring dividend income.

This article walks readers through how QQQM and QQQ, two Nasdaq-100 Index ETFs, compare fundamentally against nine of the largest large-cap growth alternatives by assets under management. It argues that Nasdaq-100 Index ETFs are not optimal for large-cap growth investors when considering diversification, growth, value, risk, quality, and momentum. Furthermore, investors relying on ten-year performance charts may be misled by the Index's special rebalancing from two years ago, which significantly reduced allocations to NVDA and MSFT.

Late October 29, risk assets were pinched by commentary from Federal Reserve Chairman Powell. He implied a December interest rate cut isn't a lock.