"Rise in US Stock Markets in 2026 and the Impact of Artificial Intelligence"

Expectations for US Markets in 2026

According to recent reports, the recovery process of the US economy post-pandemic continues to generate excitement among investors. Particularly, the trajectory of interest rate policies following the change in leadership at the Federal Reserve remains one of the key factors affecting market psychology.

Artificial Intelligence Rally and Companies

As of 2025, the investor interest focused on artificial intelligence is no longer confined to just a few giant companies but has spread across a wide range of players. Leaders such as Nvidia, Microsoft, and OpenAI have created an ecosystem that includes not only established companies like Broadcom, AMD, Oracle, Dell, IBM, and Micron, but also new entrants like Iris Energy and Nebius. Artificial intelligence has become a multifaceted economy supported by demand for hardware, infrastructure, and energy.

Wall Street's Bull Market Expectations

The majority of analysts on Wall Street agree that the bull market is likely to continue following the S&P 500's record performance in recent years. There is no one among strategists expecting a downturn, as strong corporate profitability, ongoing interest rate cuts, and the structural transformation driven by artificial intelligence support this upward expectation.

The Future of Precious Metals

Global technological competition and geopolitical uncertainties are making precious metals more strategic for investors. The record levels reached by gold and silver in 2025 have become a clear indicator of the transformation in these markets. As of 2026, the Fed's interest rate cuts and a weakening dollar are preserving the values of precious metals like gold, while the functionalities of silver, copper, and palladium are increasing. This situation may require investors to adopt a diverse basket strategy of various metals against different risks.