There was money to be made in 2025, even as some major stocks’ market caps ‘bled out,’ Josh Brown says
When some big tech names struggled, investors were able to rotate into pockets of strength outside of the sector, the CEO of Ritholtz Wealth Management said.
TL;DR
- The stock market advanced in 2025 even as major technology companies experienced stalls.
- Warnings that the market would decline if big tech or AI stocks faltered did not materialize.
- Investors shifted funds from struggling tech stocks to other sectors like banks, healthcare, and gold miners.
- Some large tech stocks had significantly weaker years compared to the rest of the market.
- The Nasdaq Composite and S&P 500 both saw substantial gains in 2025.
- It was possible to profit from the market's rise in 2025 without investing heavily in AI stocks.