6 Major Investment Themes Shaping 2026
View original at finance.yahoo.com“total 2026 earnings for the Magnificent Seven are expected to rise 16.5% on 15% revenue growth, following estimated 2025 earnings growth of 21.7% on 11.9% higher revenues”
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The AI infrastructure cycle is far from complete and current phase resembles late-1990s infrastructure buildout
80% confidenceGold has risen nearly 70% this year and more than doubled S&P 500's return over past three years
80% confidenceEstimated 2025 earnings growth of 21.7% on 11.9% higher revenues for Magnificent Seven
80% confidencePhotovoltaic module costs have fallen by roughly 90% over past decade
80% confidenceGold is now the anti-fragile asset to own, rather than Treasuries. High-quality equities and gold are the best hedges
80% confidenceArtificial intelligence was a key driver of returns, cementing itself as the most important business and technological shift since the internet
80% confidenceTotal AI-related capital expenditures approach $1 trillion
80% confidenceBig Tech companies continue to combine strong revenue growth, rising profitability, and elevated yet defensible valuations
80% confidenceLithium-ion battery pack costs declined 20% over past year, reaching record low of $108 per kilowatt-hour
80% confidenceBattery costs down nearly 90% over past decade
80% confidenceSolar is now among cheapest sources of new power generation across much of United States
80% confidenceUS LNG export capacity set to expand meaningfully
80% confidenceEarnings for rest of S&P 500 projected to grow 10.8% in 2026, up from 8.3% in 2025, 4.4% in 2024, and -4.8% in 2023
80% confidenceTotal 2026 earnings for Magnificent Seven expected to rise 16.5% on 15% revenue growth
80% confidenceThere are few signs of an imminent economic slowdown
80% confidenceSolar is the fastest growing and most scalable source of new energy at a time when electricity demand is soaring
80% confidenceTraditional 60/40 stock-bond portfolio no longer reflects today's market realities, suggesting 60/20/20 approach with gold replacing half bond allocation
80% confidenceGlobal AI-related capex is projected to exceed $500 billion
80% confidenceBitcoin has never had two consecutive years of annual losses
80% confidenceThe bull market remains intact, and the opportunity set heading into 2026 is plentiful
80% confidence