"The S&P 500 has been so incredibly resilient in 2026. It's been less than two weeks since we rang in the new year, but the broad market has already been rocked with a number of macro events, which I would have thought would pave the way for greater volatility and perhaps downside to kick off 2026. Either way, the S&P is in the green year to date, and markets were quite quick to shrug off initial concerns surrounding the investigation of Fed Chairman Jerome Powell."
"Undoubtedly, it's not a shocking news event by any stretch. A deal with Google has already been on the radar of investors for months now. Either way, I think it's about time that skeptics had stopped giving the iPhone maker a hard time about being behind in AI. With the latest Google Gemini deal, Apple may have bought its way to the front of the pack, even ahead of other big frontier AI firms that have been spending heavily to secure their spot."
The S&P 500 started 2026 unusually resilient despite multiple macro shocks in the first two weeks. Markets quickly shrugged off concerns about an investigation of Fed Chairman Jerome Powell, leaving the index in positive year-to-date territory. Questions remain whether the market is overlooking growing risks or signaling confidence in established winners tied to the AI revolution. Several sizable catalysts could push leading growth stocks higher through the year. Long-term investors are advised to consider a trio of growth-focused plays. Apple is highlighted as a potential beneficiary from a newly inked Apple-Google AI deal and upcoming Siri enhancements.
Read at 24/7 Wall St.
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