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AI Revolution to Boost Competitors by 2025, Says Analyst

2/25/2026

Summary

Story summary

Evercore ISI strategist Julian Emanuel predicts AI will transform all sectors by 2025–2026.
Companies that integrate AI will outperform competitors, according to the analysis.
Goldman Sachs reports 57% of large-cap mutual funds beat benchmarks this year and hedge funds returned 1.5%.
Both fund types favor Health Care and Industrials, with increased investments in Energy and Consumer Discretionary.
CIBC's chief economist notes tariff confusion in the U.S., highlighting trade-policy complexities.

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Story summary

Evercore ISI strategist Julian Emanuel predicts AI will transform all sectors by 2025–2026.
Companies that integrate AI will outperform competitors, according to the analysis.
Goldman Sachs reports 57% of large-cap mutual funds beat benchmarks this year and hedge funds returned 1.5%.
Both fund types favor Health Care and Industrials, with increased investments in Energy and Consumer Discretionary.
CIBC's chief economist notes tariff confusion in the U.S., highlighting trade-policy complexities.