245: Stock Picker's Guide to 2026: How AI and Earnings Will Shape Stock Market Trends

• AI is expected to dominate the conversation in the markets, with beneficiaries likely being different companies than in previous years.
• Carrie King, global CIO of BlackRock's Fundamental Equities Group, is optimistic about the stock market in 2026 due to strong earnings growth and high-quality companies.
• While AI has been a dominant theme in recent years, the level of improvement and change seen in the past may not be sustainable in the future.

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