AI Market Growth Insights
Artificial intelligence (AI) has fueled an 81% market gain over the past three years, with the eight most valuable companies globally being AI companies. As 2026 approaches, many investors are questioning whether this trend will continue or if a correction is imminent.
Taiwan Semiconductor Manufacturing (TSMC) reported a 41% year-over-year sales increase in Q3 2025, with a gross margin of 59.5%. Alphabet, known for its search engine, maintains 90% global market share and is diversifying its business through AI. Amazon is investing over $125 billion in AI development in 2026 while growing its cloud services by over 20% year-over-year. Nvidia’s earnings per share are projected to triple by 2028 despite a current trading multiple of 47 times trailing earnings.
Lemonade, an insurance company utilizing AI for claims processing, has experienced a 30% year-over-year growth in in-force premiums and aims for EBITDA breakeven in 2026.
