The year 2025 sent mixed signals to the U.S. stock market. The market, which started the year with a strong rally centered around AI, experienced a correction phase after the mid-year, and now, in early 2026, investors need to develop new stock market outlooks. While the expectation of interest rate cuts and the growth of the artificial intelligence(AI) industry that had been building since the end of 2024 certainly drove the market, it is now clear which of these have materialized and which remain challenges after a year has passed.
Changes in the U.S. stock market over the past year: Lessons from a correction in a bearish phase
The U.S. stock market in 2025 experienced a sharp rise early on,