Wall Street expects AI enablers — the chipmakers, cloud providers and data center companies that are the “picks and shovels” for the AI revolution — will remain a driving force for the stock market next year, according to CNBC’s Market Strategist Survey. (The survey shows that AI will remain a defining theme that helps the S&P 500 post yet another double-digit advance).
One thing is clear in 2026: AI adoption will play a greater role in deciding which stocks wind up next year’s winners.
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