Searching for the Limits of AI Optimism in 2026

Fidelity International calls AI “the defining theme for equity markets” in the coming year.

Inside AI’s Pick-and-Shovel Boom
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Which winning trade from 2025 is most likely to turn into a 2026 loser? Let us know in the latest Markets Pulse survey.

Ask the best and brightest on Wall Street about 2026, and what you’ll hear is almost universal optimism over artificial intelligence and its revolutionary potential.