Published January 8, Jessica Noviskis, CFA was interviewed for Bloomberg’s “Best Stock Trade of 2025 Keeps Running, Question Is for How Long.”
The article summarizes outperformance of memory and storage companies in the S&P 500 Index last year and into 2026 so far as spending on AI infrastructure and demand for components continue to increase. Jessica discussed the difficulty of modeling growth for such companies as the technology and transformation are both evolving in real time. While the highs are high for these companies, the risks are complex and uncertain.
“It can be true that this story is real, and also true that some names have gotten ahead of their skis,” Noviskis said. “The problem is we don’t know which are which.”
Visit our research page for more Marquette coverage of artificial intelligence and join our webinar on January 15 for our 2026 outlook.
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