The Unseen Driver of AI's Sustained Rally: Can Earnings Growth Really Save It? The remarkable performance of artificial intelligence linked stocks in 2026 has left many investors perplexed.
With over 80% of the S&P 500's gains attributed to these high flying shares, concerns about a potential bubble have been mounting.
However, strategists at Jefferies are convinced that the rally remains fundamentally supported by strong earnings growth, rather than speculative fervor.