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2025's Undervalued A.I. Names & Trump 2.0 Portfolio Positioning

Schwab Network

Jan 29, 2025

Markets have delivered back-to-back years of 20%+ returns, but what’s realistic for 2025? CEO Shana Orczyk Sissel recently joined Nicole Petallides on Schwab Network to discuss market expectations, AI opportunities, and sector plays like healthcare.


 “In terms of 2025, I am a little more constructive on markets. We've had multiple years of 20-plus returns in the S&P 500, and that's not normal… there will absolutely be opportunities, I think, in places we haven't been looking for stocks to outperform.”


 She also highlighted Leidos, Marvell, and Vertiv as stocks to watch.

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