5 Tech Trends Impacting Stock Markets in 2025: AI, Rust, WASM & More

Binshad ApBinshad Ap
2 min read

Why Developers & Investors Should Care
The code you write today could shape trillion-dollar markets tomorrow. Here’s how Rust, WebAssembly (WASM), Mojo, and AI tools are rewriting the rules—and which stocks will soar:


1️⃣ Rust: The Future of Systems Programming

🔹 Tech Shift: Adopted by Microsoft, Google, and Linux for secure, high-performance code.
🔹 Stock Play: MSFT∗∗(Azure’sRust−basedservices)and∗∗MSFT∗∗(AzuresRustbasedservices)and∗∗GOOGL (Android, Fuchsia OS).
💡 Catalyst: 78% of developers now prefer Rust for critical infrastructure (Stack Overflow 2024).


2️⃣ WebAssembly (WASM): Beyond the Browser

🔹 Tech Shift: Running Python, Rust, and C++ at near-native speed in any app.
🔹 Stock Play: AMZN∗∗(AWSLambdasupport)and∗∗AMZN∗∗(AWSLambdasupport)and∗∗SNOW (Snowpark WASM integrations).
🚀 Growth: WASM runtime market to hit $8B by 2027 (Gartner).


3️⃣ Mojo: The Python Killer for AI?

🔹 Tech Shift: Modular’s Mojo combines Python syntax with C++ speed for AI/ML.
🔹 Stock Play: NVDA∗∗(partnerswithModular)and∗∗NVDA∗∗(partnerswithModular)and∗∗AMD (adoption in HPC).
🔥 Hype: Mojo is 35,000x faster than Python—key for LLM training (Modular.ai).


4️⃣ AI Code Assistants: GitHub Copilot vs. Devin

🔹 Tech Shift: Devin (Cognition Labs) autonomously builds apps, while Copilot X writes 60% of code.
🔹 Stock Play: MSFT∗∗(GitHub’s2M+Copilotusers)and∗∗MSFT∗∗(GitHubs2M+Copilotusers)and∗∗OPEN (if Cognition Labs IPOs).
⚠️ Risk: 40% of dev jobs may evolve, not vanish (McKinsey).


5️⃣ Kotlin Multiplatform: Write Once, Run Everywhere

🔹 Tech Shift: JetBrains’ Kotlin unifies Android, iOS, and backend code.
🔹 Stock Play: GOOGL∗∗(Android’sKotlin−firstpolicy)and∗∗GOOGL∗∗(AndroidsKotlinfirstpolicy)and∗∗DBX (Dropbox’s cross-platform apps).
📈 Data: Kotlin usage up 52% YoY (GitHub Octoverse).


📊 Investor Action Plan

  • Short-Term: Buy MSFT∗∗(Copilot+Rust/WASMtools)and∗∗MSFT∗∗(Copilot+Rust/WASMtools)and∗∗NVDA (Mojo’s AI edge).

  • Long-Term: Watch GOOGL∗∗(Kotlin/Flutter)andWASMstartupslike∗∗GOOGL∗∗(Kotlin/Flutter)andWASMstartupslike∗∗PLTR (if they pivot).

  • Avoid: Legacy Java-focused firms slow to adopt AI tools.


FAQ (Drop Questions Below!)

Q: Will Mojo replace Python?
A: Not soon—but it’ll dominate AI/ML. Python remains king for data science.

Q: Best stock for WebAssembly growth?
A: AMZN∗∗(AWS)or∗∗AMZN∗∗(AWS)or∗∗NET (Cloudflare Workers).

Q: Is Devin AI a $MSFT competitor?
A: Yes—if Cognition Labs IPOs, it could disrupt Copilot’s market share.

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Written by

Binshad Ap
Binshad Ap

💻 Exploring the intersection of technology and finance. 📈 Sharing insights on tech stocks, market trends, and innovation. 💡 Simplifying the complex world of investing