The blowout AI trades that surprised Wall Street in 2025

The blowout AI trades that surprised Wall Street in 2025

The artificial intelligence trade got tougher in 2025. While a significant capital expenditure cycle and earnings growth from the world’s biggest tech companies supported the market’s rally to record heights — with the S & P 500 to jumping more than 17% and the Nasdaq Composite gaining 22% year to …

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Amazon faces ‘leader’s dilemma’ — fight AI shopping bots or join them

Amazon faces ‘leader’s dilemma’ — fight AI shopping bots or join them

Thos Robinson | Getty Images Amazon CEO Andy Jassy could see how dramatically artificial intelligence was altering e-commerce. In June, he told employees that AI agents will start to infiltrate aspects of everyday life, “from shopping to travel to daily chores and tasks.” Four months later, Jassy said on an earnings call that Amazon expects to partner …

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Apple punted on AI this year. Next year will be critical

Apple punted on AI this year. Next year will be critical

Tim Cook, CEO of Apple Inc., during the Apple Worldwide Developers Conference at Apple Park campus in Cupertino, California, on June 9, 2025. David Paul Morris | Bloomberg | Getty Images One of the biggest launches in Apple’s history is supposed to come next year, and it’s got nothing to …

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