'Closing Bell' market panel discuss tech and energy sectors heading into 2026

Group 1: Tech Sector Insights - The tech sector is expected to show divergence among companies, indicating that not all tech stocks will perform equally well [2][4] - Companies that can effectively utilize capital expenditures (capex) and leverage AI advancements are seen as potential investment opportunities [3][4] - Tech companies are projected to contribute nearly 50% of earnings per share (EPS) growth by 2026, highlighting significant growth potential [4] Group 2: AI and Related Companies - Bloom Energy has experienced a remarkable year with a 288% increase, positioning it as a strong player in the AI movement and emerging growth strategy [5][6] - Schneider Electric is identified as a beneficiary of global electrification, driven by AI and decarbonization trends, transitioning to a recurring revenue model [7][8] - ASML is recognized as a key player in the AI buildout, producing machines essential for advanced chip manufacturing, with increasing orders and demand [8][9] Group 3: Healthcare Sector Dynamics - The healthcare sector has lagged in performance but shows potential for improvement through earnings revisions, easing policy risks, and M&A momentum [10] - AI's impact on drug development and healthcare changes is acknowledged, although the sector's recovery is not solely dependent on AI advancements [10] Group 4: Enterprise Adoption of AI - The speed of enterprise adoption of AI and its potential payoff remains a critical question for the industry [11][12] - Implementing AI tools in businesses can significantly enhance productivity, with estimates suggesting a two to three times increase in efficiency [12][13]