A.I. companies were the name of the markets in 2024, now Tom Essaye says they need to prove they can make money. He believes the next critical step for companies is put its capex spending to work. Alonso Munoz thinks we're still in the "second inning" of the A.I. race as the tech moves from enterprise to consumer use. He points to Apple (AAPL) as a potential "upside surprise company."