MarketWatch
US · 22 mins ago
✦ 72◉ Centre
Here are the new bulls on the block for 2026
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Credibility 72/100
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◉ Centre ✓ Fair headline
A MarketWatch analysis argues that investors should adopt a 'barbell' strategy for 2026 by balancing exposure to materials and technology sectors, driven by AI capital expenditure, geopolitical resource competition, defence spending increases, and US housing shortages.
Here are the new bulls on the block for 2026
The impact of AI capex, the geopolitical race for resources, rising defense spend and a housing shortage in America all argue in favor of exposure of materials in conjunction with tech for a “barbell” approach to risk
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