AI will dominate the stock market by 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 forecast that artificial intelligence (AI) will continue to dominate the world market in 2026. However, the organization also foresees a volatile path for investors, as speculative activities and the use of financial leverage increase the risk of repeating the sharp sell-off like last month.

According to BlackRock's equity investment director Helen Jewell, returns from AI-related investments will continue to increase through 2026. However, the upcoming market will inevitably experience strong fluctuations.

The main reason lies in the excessive flow of money into a group of stocks and the use of high financial leverage. This increases the risk of short-term and violent sell-offs. If asset prices fall - forcing them to liquidate to raise cash to meet the demands of lenders.

Energy and power infrastructure stocks will be attractive to investors, according to BlackRock, as the boom in AI and the race to build new data centers has fueled demand for turbines, grid technology and clean energy.

Speaking separately at a panel discussion, Ms. Jewell said BlackRock remains positive on defense stocks, but is no longer as optimistic as at the beginning of the year.

European aerospace and defense stocks fell 8% in November, the biggest monthly 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