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Source document· 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…
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  • There is massive energy demand, not waning demand

    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

  • Financials will be a strong sector in 2026

    80% confidence

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

    80% confidence

  • Market loves gridlock because it's predictable

    80% confidence

  • IBM is a leader in quantum computing space

    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

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What we know · the intelligence behind this page
Live from the substrate
What we're seeing
AI Capital Surge Meets Investor Caution: Record Funding Rounds and Government Contracts Amid Valuation Skepticism
A single-week cluster of large AI/fintech funding rounds (Socure, Stability AI, Emerald AI, Generalist AI, Instinct, Gatik, Regent Craft) shows venture capital still pouring into AI infrastructure, identity, and autonomy plays, while Palantir's Army TITAN contract win coincided with a 6% stock drop — signaling that even flagship AI-defense revenue isn't immune to market reassessment of AI valuations. Efficiency-focused innovations like Multiverse Computing's model compression suggest the sector is also pivoting toward cost/inference economics as capital intensity draws scrutiny.
Our read on the data ›
Signals we're tracking
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.
Patterns we're watching ›
Where sources disagree
Morgan Stanley & Co. LLC
The same metric (eps) for the same entity (Morgan Stanley & Co. LLC) reported for the identical fiscal period (Q1 2026) and observation date (2026-03-31) has two conflicting values: 3.43 USD_per_share vs 3.08 USD. This is not a temporal change — both observations claim to measure the same point in time. The ~10% discrepancy (0.35 USD difference) is material for a financial metric.
We flag conflicts openly ›
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