2026 investment themes include a fundamental misunderstanding of how AI is impacting long-term growth, revenue, and earnings strength for mission-critical companies. AI, unlike other tech fads, is persistent. It is the evolution of technology and the future of tech as we know it, not a passing craze soon to be eclipsed.
Evidence of the market’s disconnect can be seen in the Q1 S&P 500 reporting results, which outperformed consensus estimates by more than 1,000 basis points heading into the reporting cycle.
