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In his internet sector outlook for the year, Kessler asserted that Google will maintain its upsurge in the entirety of 2025 thanks to its superb AI research and other market growth factors.
Meanwhile, Kessler is of the opinion that if the TikTok ban stays upheld in 2025, it could become a direct advantage for Meta Platforms, who may see a conversion of social media traffic to its own platforms, thus generating good revenue. Moreover, Meta's AI research may also help it bolster its stronghold at Wall Street.
Lastly, Kessler's biggest bet is Amazon, to only as an e-commerce marketplace or platform but also for Amazon Web Service (AWS), which is one of the key revenue-generating segments of the company. Amazon Web Services has seen strong momentum and high-teens growth in the past couple of years and it is expected that this taste of success will remain for some time now, and that will ultimately benefit Jeff Bezos' parent company.
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