How the AI Trade Defied the Skeptics
The stock market in 2025 was a high-stakes tug-of-war between geopolitical tensions and the AI trade. Headlines were dominated by the DeepSeek fears, trade wars, tariffs, and persistent whispers of the AI bubble. However, the AI trade proved to be more than just hype; it became a cornerstone of the market. Defying the skeptics, the market wrapped up another year of growth with the Nasdaq-100 index finishing up 20.2%, the S&P 500 rising 16.4%, and the Dow Jones Industrial Average gaining 13% in 2025.
We think it’s important to pause and draw parallels among the stocks that performed well in 2025 to form an opinion on what might perform well in 2026, as many of the year’s top performers shared similar fundamental improvements or had…
