The next major profit cycle is shaping up around AI and power generation. Companies like Nvidia, Microsoft, and Alphabet are driving the AI infrastructure boom, while energy producers such as Vistra, NextEra Energy, and utilities supplying data centers stand to benefit from the massive surge in electricity demand that AI requires.
2025 Annual Review: Top Stocks & Gains! Share Your View!
In 2025, US equities rebounded sharply after a steep sell-off in April and then set record highs. Gold past $4,000 for the first time in history; Nvidia climbed to a $5 trillion market cap; by year-end, AI had become a sector that capital appeared to be “abandoning.”
How do you review 2025?
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