2026 Stock Market Themes Emerge Leading Into a Busy Q1 Investor Conference Season
See It Market·2026-02-12 17:01
Software’s DeepSeek AI moment, Dow 50k, a yo-yo dollar, and “sell America” are market narrativesPrice action, corporate profits, and perhaps even jobs data buck bearish viewpointsInvestor conferences through quarter-end offer color on macro risks and opportunitiesIs artificial intelligence (AI) eating the software world? That might be the industry-specific question investors, analysts, and executives will toss around in the months ahead.The first week of February was the China DeepSeek AI moment for softw ...