Fool - Investing News
13 Dec 2025, 14:20 UTC · 47w ago
3 Bold Stock Market Predictions for 2026
Impact · against what's priced in
The article suggests that while AI infrastructure demand continues to drive valuations for names like NVDA and VRT, the trend is broadening into industrial sectors. Conversely, major defense primes face structural margin compression due to monopsonistic government bargaining and cost overruns, which may offset the tailwinds of record backlogs.
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