The Stock Market Is Doing Something Witnessed Only 2 Times in 153 Years -- and History Is Very Clear About What May Happen in 2026. The major benchmark is on track for its third annual increase -- and each time the gain has been in the double digits. All of this optimism has resulted in one potential risk.

The latest Fed cut and outlook has further emboldened a move into cyclical names and broadening stock market rally.

The economy is looking resilient and there are bargains below the AI surface. Where to invest in the new year.

When it comes to artificial intelligence (AI) stocks, Nvidia ( NVDA 3.27%) seems unstoppable. Despite rising by nearly 1,500% from its low in October 2022, the increasing demand for AI continues to bolster Nvidia, which remains the dominant company for AI accelerators.

The Charter Agreement was signed by 13 of the 15 Cup teams Aug. 6, 2024. Nearly two months later, 23XI Racing and Front Row Motorsports, the two holdouts, filed an antitrust lawsuit against NASCAR and its CEO Jim France. The two sides went to trial last Monday.

The S&P 493 has a lot of catching up to do, and 2026 could be key turning point.

AI has been a key driver of the market rally. While much of the focus has been on semi and power-related stocks, Jeff Evans says there could be a strategic shift toward software stocks ahead

Wall Street’s sentiment toward companies associated with artificial intelligence is shifting, and it’s all about two companies: OpenAI is down, and Alphabet Inc. is up.

Now, Nebius is an AI infrastructure company that offers large-scale clusters of Nvidia's graphics processing units (GPUs) throughout Europe, the Middle East, and the U.S. The company offers access to up to 32 Nvidia H100 and H200 GPUs on an on-demand basis, as well as contracts for full-stack AI infrastructure that features Nvidia Blackwell GPUs.

Jitters about artificial-intelligence plays were dragging down the rest of the stock market on Friday ahead of midday, with selling intensifying as the day rolls on. "When you get a selloff in the market leader — tech in this case — and it starts to spread to consumer staples,

Broadcom on Thursday said its AI revenue will double in the current quarter, but shares slumped as investors focused on narrowing margins after a major run-up in the stock price.

It's far from clear that these pincer-like pressures on margins aren't long-term rather than temporary issues. In addition, a resolution to various conflicts in 2026, combined with the realization that government debt levels may curtail future defense spending, could turn sentiment negative toward defense stocks in 2026.