Generac Holdings and Invesco Lead S&P 500 Gains in July 2025 Amid AI Stock Enthusiasm

The S&P 500 edged 2.2% higher in July 2025, fueled by persistent Optimism around AI-related equities. While tech giants crossed the $4 trillion valuation mark, Generac Holdings and Invesco unexpectedly dominated monthly performance.

Generac surged 36% following a stellar earnings report, with revenue climbing 6% to $1.06 billion. The power generator manufacturer demonstrated strength across residential, commercial, and industrial segments, while improved margins and market share gains in portable generators drove investor confidence.

Invesco delivered a 33.2% monthly return as regulatory filings signaled strategic shifts for its flagship QQQ ETF. The investment manager's MOVE coincides with growing institutional interest in tech-focused financial products during the AI investment boom.