$SPDR S&P 500 ETF Trust(SPY)$ Goldman Sachs' Peter Callahan noted the AI theme is still intact but has turned into much more of a stock picker's market, with investors paying more attention to software, cybersecurity, data infrastructure and agentic commerce. There are still opportunities here and this could pick up momentum. $Invesco QQQ(QQQ)$ $Technology Select Sector SPDR Fund(XLK)$
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