AI and AI adjacent companies

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jan 23, 2026 by Molly O'Shea · across every show →

Everything said about AI and AI adjacent companies, oldest first

Jan 23, 2026 bullish
Assertion Supported
O'Shea: AI Companies Accounted for 70-75% of 2025 Market Gains
“In 20, 25, over 75, like 70 to 75% of the gains in the stock market were from AI and AI adjacent companies. Around six trillion dollars.”
Molly O'Shea Jan 23, 2026 ▶ 10:30 Snowflake vs Databricks: The AI Data War | CEO of $SNOW · Sourcery with Molly O'Shea
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