Lilly's Moment: AI-Powered Pipeline Positions Shares to Surge in 2026

We have now entered the fourth year of the bull market that began off the October 2022 lows. Since that time, we’ve experienced a dramatic run-up in technology companies, buoyed by the artificial intelligence theme.The lifeblood of a bull market is rotation, or the passing of the baton from one group to the next. With every year comes a different market theme. It’s our job to identify that theme and position our portfolios to benefit from it. At the end of 2025, the market action has witnessed a notable rot ...