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AI adoption will play a greater role deciding next year's winners and losers. Here's why

Published on 23/12/2025 05:08 AM

AI adoption will play a greater role deciding next year's winners and losers. Here's whyWall Street expects AI enablers — the chipmakers, cloud providers and data center companies that are the "picks and shovels" for the AI revolution — will remain a driving force for the stock market next year, according to CNBC's Market Strategist Survey. (The survey shows that AI will remain a defining theme that helps the S&P 500 post yet another double-digit advance).By CNBC Pro | Sarah Min  December 23, 2025, 5:08:52 AM IST (Published)3 Min ReadOne thing is clear in 2026: AI adoption will play a greater role in deciding which stocks wind up next year's winners.Continue Reading with CNBC-TV18 Access MembershipPriority Access and Networking: CNBC-TV18's flagship events Interaction with CNBC-TV18's journalists Webinars & LIVE Q&As with India Inc. Leaders Exclusive CNBC-TV18 studio & newsroom tours Premium business insights, expert opinions & analysis Curated lifestyle privileges & offers