Pete Najarian's 2026 Picks: C, GOOGL, CAT

Market Overview - The current market rally is described as one of the most hated rallies, stemming from significant negativity at the beginning of the year and a major dip in April [2][3] - Despite the negativity, the market has shown resilience with healthy pullbacks and diverse sector leadership, not solely driven by technology [4][5] Sector Performance - Financials have performed outstandingly this past year, contributing significantly to the market's upward movement [4] - The performance of metals, particularly silver, has been remarkable, with silver doubling the movement of gold [8][11] Investment Outlook - The financial sector, especially investment banks like Goldman Sachs and JP Morgan, is expected to continue strong growth into 2026, with City Group seen as having the best potential due to its lower price-to-book ratio [15][18][19] - Google is highlighted as a strong investment opportunity, showing impressive growth in search and cloud services, with expectations for continued success in 2026 [20][21] - Caterpillar is identified as a key player in the industrial sector, benefiting from the AI buildout and expected to perform well in 2026, despite a stretched PE ratio [23][25][26]