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Markets Week Ahead: Bulls Eye Early 2026 Momentum After a Weak Finish to 2025

Investing.com Logo Investing.com By Ali Merchant
Markets Week Ahead: Bulls Eye Early 2026 Momentum After a Weak Finish to 2025

Markets are poised for early 2026 momentum following a weak finish to 2025. The S&P 500 gained 16% for the year despite December losses. Key drivers include the US capture of Venezuelan President Nicolás Maduro affecting oil markets, the CES tech conference highlighting AI innovation, and upcoming economic data including January jobs reports. The 'Magnificent 7' tech giants are expected to spend over $500 billion on capex in 2026, driven by AI infrastructure investment and onshoring initiatives.

Insights
WFC   positive

Bridget Engle received the Super Global ORBIE, highlighting the company's technological leadership


MSFT   positive

Listed as one of the 'Big Four' and 'Magnificent 7' expected to significantly increase capex in 2026 for AI data centers, signaling strong growth investment and market confidence.