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News articleYahoo Finance· December 7, 2025

Constructing your 2026 portfolio: 5 investing checklist to-do's

View original at finance.yahoo.com
Constructing your 2026 portfolio: 5 investing checklist to-do's Yahoo Finance Markets and Data Editor Jared Blikre and Slatestone Wealth chief market strategist Kenny Polcari take a look at market (^DJI, ^GSPC, ^IXIC) and sector action year to date to examine how investors should be constructing their 2026 portfolios…
Opening lines of the source · Yahoo Finance · short snapshot — read the full document at the original

What we drew from this source

The claims Via News extracted from this document. We point to the source; we don't replace it.

  • There is massive energy demand, not waning demand

    80% confidence
  • Market loves gridlock because it's predictable

    80% confidence
  • IBM is a leader in quantum computing space

    80% confidence
  • Democrats expected to retake House, Republicans to maintain Senate in 2026

    80% confidence
  • Risk is the only thing you can control in investing

    80% confidence
  • XLE energy sector ETF is ready to break out

    80% confidence
  • Fed funds rate will be in 3.5-3.75% range after December meeting

    80% confidence
  • AI is not in a bubble, though valuations are stretched

    80% confidence
  • Fed should not cut rates further, current levels are historically normal

    80% confidence
  • Market could see 10-15% decline in 2026 midterm year

    80% confidence
  • Healthcare sector will attract money in 2026

    80% confidence
  • 2026 is a mid-term year that could bring chaos, confusion, and volatility

    80% confidence
  • Financials will be a strong sector in 2026

    80% confidence
  • Market expectations at start of 2025 were 8-12% total return

    80% confidence

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Enterprise Software Races to Govern and Consolidate Around Agentic AI
Enterprise software vendors are repositioning around autonomous AI agents. Salesforce is acquiring Braze, ServiceNow is launching agent governance tools (AI Passport, Super Intelligence Control Tower), SAP is pushing its 'Autonomous Enterprise', and Zeta is launching AthenaOS and its own inference model. Palantir is embedding itself in banking, aviation and sovereign AI infrastructure through partnerships with Customers Bank, Surf Air, Ondas and Armada. Governance, data sovereignty and enforced policy are emerging as preconditions for regulated sectors like finance. Investors such as Norwest see room to disrupt ERP and finance software, and they caution that AI should not be trusted with financial calculations. Consolidation and shareholder disputes (Salesforce/Braze, Tiny/Oso Cloud, ZenaTech/Boardwalktech) show the market reshaping.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
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