AI will dominate the stock market in 2026.

VTV.vn - BlackRock predicts that artificial intelligence (AI) will continue to be a dominant factor in the market in 2026.

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BlackRock, the world's largest asset manager, has just predicted that artificial intelligence (AI) will continue to be a dominant factor in global markets in 2026. However, the organization also anticipates a volatile period for investors, as speculative activities and the use of financial leverage increase the risk of a repeat of the sharp sell-off seen last month.

According to Helen Jewell, BlackRock's head of equity investments, returns from AI-related investments will continue to rise in 2026. However, the market is likely to experience significant volatility in the near future.

The main reason lies in the excessive flow of money into a group of stocks and the high use of financial leverage. This increases the risk of short-term and violent sell-offs. If asset prices fall, they are forced to liquidate assets to obtain cash to meet the requirements of lenders.

According to BlackRock, shares of energy and power infrastructure companies will attract investors. The reason is that the boom in AI and the race to build new data centers have boosted demand for turbines, grid technology, and clean energy.

Speaking separately at a panel discussion, Jewell said BlackRock still maintains a positive outlook on defense stocks, but is no longer as optimistic as it was at the beginning of the year.

European aerospace and defense stocks fell 8% in November, their sharpest decline since June 2024, amid growing speculation about a potential peace deal between Russia and Ukraine.

Source: https://vtv.vn/ai-se-chi-phoi-thi-truong-chung-khoan-nam-2026-100251205155803241.htm