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A December 2025 Gartner report names Microsoft and Google the top enterprise AI vendors, even as data shows 97% of businesses struggle to prove the technology's business value.
Fintech firm Fiserv has become the worst-performing stock in the S&P 500 for 2025, recording a 70% decline year-to-date due to a reduced revenue forecast and slowing merchant services growth.
A recent report identified 2025's worst-performing large-cap stocks, while Wall Street analysts simultaneously issued strong 2026 forecasts, projecting significant divergence among tech giants. The market is rotating from broad tech holdings to specific firms poised to lead the next AI phase.