2025 has been a wild ride for equity markets with the NASDAQ up nearly 20% year-to- date, even after a brutal 25% collapse from February to early April. Now, earlier in the year, market negativity stem from business's game planning for sweeping economic and trade policy changes under the new administration. Since then, the focus has shifted.AI remains the dominant theme with that trade expanding beyond just the chip makers to companies poised to leverage AI efficiently or become takeover targets amid a mass ...