Internet Stocks Need AI Profits In 2026, Analyst Says

Internet stocks are entering 2026 on shaky footing after lagging behind the broader market in 2025, as execution missteps, intensifying generative AI competition, and uneven margins overshadow a relatively stable macroeconomic backdrop, raising the stakes for companies to demonstrate real AI-driven growth and profitability.JP Morgan analyst Bryan M. Smilek said internet stocks trailed both the S&P 500 and the Russell 2000 in 2025, attributing the gap to operational missteps, mounting competitive threats fro ...