Why AI Could Be One of the Biggest Forces Shaping Markets in 2026

Group 1 - Artificial intelligence (AI) is evolving rapidly, becoming a critical partner in various sectors, including coding, healthcare, and scientific research [1] - By 2026, companies are expected to invest over $500 billion in AI, facing pressure to deliver tangible returns from these investments [2] - Investors are shifting focus from quick wins to long-term value, seeking companies with solid business models that can maximize AI's potential [3] Group 2 - The Motley Fool's report indicates that 93% of AI investors plan to maintain or increase their investments in AI over the next year [4] - In 2026, there may be a shift in investor interest towards companies that provide foundational technology for AI, such as data center builders and network suppliers [6] - Emcor, a company providing critical infrastructure, has seen a 29% year-over-year increase in its remaining performance obligations, driven by demand from data centers [8]