"Valuation casts a shadow over markets in 2026,"
"Lower interest rates would help, as would continued news that AI actually results in higher productivity, and continuing 15% plus earnings gains,"
"need of a cane to steady its momentum,"
The stock market's record rally has shown early-year wobbling and may stall without fresh support. Valuation casts a shadow over markets in 2026. Lower interest rates, ongoing 15%+ earnings gains, and evidence that AI raises productivity would help sustain momentum. Big Tech's AI-driven boom helped propel the S&P 500 nearly 80% over three years, but the index has whipsawed recently between gains and declines. Political unrest and increased government intervention — equity stakes, tariffs, and support for AI infrastructure — could undermine competition and allow less efficient firms to persist, threatening market resilience.
Read at Business Insider
Unable to calculate read time
Collection
[
|
...
]