Artificial Intelligence (AI) is driving changes in the economy at a rapid pace, with investors working to keep up. Ed Yardeni and José Torres discuss the factors influencing the 2025 market, including AI-led capex growth, slowing payroll expansion, rising productivity, and stretched valuations. Yardeni predicts a “Roaring 2020s,” while Torres emphasizes strong earnings, immigration policy, and a flexible Federal Reserve as key factors for continued economic growth despite inflation concerns. Both experts remain optimistic about the future, citing specific stock and ETF tickers to watch. Subscribe to MoneyShow’s newsletter for more insights.

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