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Source document· February 13, 2026

2026 Is Poised For Even Bigger Gains Than Last Year

View original at finance.yahoo.com
2026 Is Poised For Even Bigger Gains Than Last Year Stocks are off to a mostly good, but uneven start this year. YTD, the Dow is up 2.99%; the S&P is off -0.14%; the Nasdaq is down -2.99%, the small-cap Russell 2000 is up 6.64%; and the mid-cap S&P 400 is up 7.82%…
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  • The AI boom is not over and companies investing heavily in AI will see a return

    80% confidence
  • Core CPI inflation is at 2.5% year-over-year, down from 3.3% earlier last year

    80% confidence
  • Q4 2026 EPS growth is forecast at 13.1%

    80% confidence
  • The best strategies produced gains up to +98.6% in 2025 while the S&P 500 gained +17.5%

    80% confidence
  • Zacks Rank #1 Strong Buy stocks have beaten the market in 29 of the last 38 years with an average annual return of nearly 24%

    80% confidence
  • The AI market is faster than anything we have seen before

    80% confidence
  • The AI data center market could grow to $1 trillion by 2030

    80% confidence
  • We are still in the relatively early stages of the transformational AI boom and it has years more to go

    80% confidence
  • We are on the cusp of a small-cap renaissance

    80% confidence
  • PCE index came in at 2.8%, down from previous month's 2.9% and below last year's high of 3.0%

    80% confidence
  • Stocks in the top 50% of Zacks Ranked Industries outperform those in the bottom 50% by a factor of 2 to 1

    80% confidence
  • We are at the beginning of a new computing era

    80% confidence
  • AI demand is insatiable and AMD alone could grow by 35% a year for the next 3-5 years because of that

    80% confidence
  • PPI wholesale inflation is at 3.0% year-over-year, up from last month's 2.6% but down from last year's high of 3.7%

    80% confidence
  • The amount of investment in AI will dwarf that of the dot-com era and already has

    80% confidence
  • 2026 will be the fourth consecutive year of double-digit gains for the S&P 500

    80% confidence
  • AI will revolutionize every industry, from healthcare to transportation

    80% confidence
  • Q3 2026 EPS growth is forecast at 11.0%

    80% confidence
  • The AI boom could possibly result in 5 or more years of boom times similar to the 1995-1999 dot-com era

    80% confidence
  • Q1 2026 EPS growth is forecast at 10.8%

    80% confidence
  • AI is the most powerful technology force of our time

    80% confidence
  • Q2 2026 EPS growth is forecast at 14.1%

    80% confidence
  • Recent volatility in AI names is nothing more than long overdue profit taking after heady gains

    80% confidence
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
AI Funding Surge: Capital Floods Fintech, Foundation Models, and Autonomous Systems
A concentrated burst of AI-linked funding on 2026-08-28 pushed well over $1.5B into companies spanning fraud/identity fintech (Socure, which also acquired Fravity), foundation models (Stability AI), AI agents and enterprise tooling (Instinct, Generalist AI, Emerald AI, Owner), and AI-adjacent autonomous/aerospace ventures (Gatik, Regent Craft). The breadth and simultaneity of these rounds signal that investor appetite for AI is not concentrated in a single vertical but is broadening into applied and infrastructure-adjacent domains, with consolidation (Socure-Fravity) beginning alongside fresh capital formation.
Our read on the data ›
Signals we're tracking
Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
Patterns we're watching ›
Where sources disagree
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.
We flag conflicts openly ›
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