Yahoo Finance·2026-01-07 23:03Group 1 - In 2025, big tech dominated economic growth and stock market gains, but the sustainability of the AI boom into 2026 is uncertain, prompting a shift towards financial stocks [2] - Financial stocks performed well in the previous year due to favorable conditions like interest rate cuts from the Federal Reserve, with expectations for a quicker macroeconomic improvement as inflation eases [3] - Key financial stocks to watch in 2026 include SoFi Technologies, S&P Global, and UWM Holdings, which are positioned to benefit from the changing economic landscape [3] Group 2 - SoFi Technologies has transformed into a diversified financial services company, leading to significant share price growth and expected earnings growth from $0.15 per share in 2024 to $0.57 per share in 2026, despite a high forward P/E ratio of 46 [5][6] - S&P Global has experienced a sideways trading pattern but is anticipated to outperform expectations in 2026, potentially leading to stronger gains [7][9] - UWM Holdings, as the largest mortgage wholesaler in America, is expected to recover in 2026, aided by the prospect of lower interest rates [8]