2025 Market Gains and 2026 AI Boom: Key Insights and Predictions
Originally Published 10 days ago — by Morningstar
In 2025, the US stock market was driven primarily by the technology and communication services sectors, with Nvidia and Alphabet leading the gains due to the AI boom. While these sectors soared, consumer defensive and real estate stocks lagged behind. Overall, the market gained 17.4%, with nearly 60% of the gains attributable to tech and communication stocks, especially AI-related companies.