Stock Picker's Guide To 2026: How AI And Earnings Will Shape Stock Market Trends

2026-01-20 06:30:00 ET

Transcript

Oscar Pulido: After three straight years of robust returns, investors are asking, can stocks maintain their momentum in 2026? This year's backdrop looks very different from the one that carried markets higher in 2025. AI continues to reshape corporate strategy, but the story is no longer just about technology leadership. It's about the scale of capital being deployed, the pressure it places on balance sheets, and the way this spending is beginning to shape the broader economy....

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