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U.S. stocks continued to rally in the first half of 2025, largely fueled by the technology sector’s adoption of generative artificial intelligence (AI). Despite setbacks from the Chinese DeepSeek AI platform launch, U.S. export restrictions on high-end AI processors, and trade tensions, market optimism rose due to indications of two Federal Reserve rate cuts and decreased recession fears.
Investment in AI infrastructure is expected to increase by 46% year-over-year, with four major tech companies planning to allocate $325 billion in 2025. Research firm Oppenheimer estimates the potential size of the global sovereign AI market at $1.5 trillion, indicating a robust future for AI-driven industries.
Key companies such as Jabil Inc. (JBL), Twilio Inc. (TWLO), UiPath Inc. (PATH), Intuit Inc. (INTU), and Dell Technologies Inc. (DELL) are positioned for growth, with expected revenue increases of 5.9%, 7.9%, 8.5%, 11.7%, and 8.7%, respectively, for the current fiscal year ending in 2026.
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