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📰 **Here are the new bulls on the block for 2026**
The impact of AI capex, the geopolitical race for resources, rising defense spend and a housing shortage in America all argue in favor of exposure of materials in conjunction with tech for a “barbell” approach to risk
🔗 https://www.marketwatch.com/story/here-are-the-new-bulls-on-the-block-for-2026-afeefb60?mod=mw_rss_topstories
#markets #news
The impact of AI capex, the geopolitical race for resources, rising defense spend and a housing shortage in America all argue in favor of exposure of materials in conjunction with tech for a “barbell” approach to risk
🔗 https://www.marketwatch.com/story/here-are-the-new-bulls-on-the-block-for-2026-afeefb60?mod=mw_rss_topstories
#markets #news