Market Outlook - Kevin Simpson of Capital Wealth Planning is optimistic about the market's potential for growth in 2026, despite the removal of AI trade and a dovish Fed, as long as economic growth and earnings remain solid [1] - The market is expected to shift towards a stock picker's environment, requiring selectivity rather than abandoning technology for value plays [1] Sector Analysis - While earnings expectations for sectors outside of tech are elevated, the strongest growth is anticipated to remain within the tech sector [2] - Sectors such as financials, industrials, consumer discretionary, and materials are expected to contribute significantly to market performance in the coming year [2] Emerging Technology Stocks - A list of 12 emerging technology stocks has been compiled based on popularity among elite hedge funds and analyst bullishness [4][5] - The methodology involved analyzing financial media reports and ETFs tracking next-generation tech stocks, with a focus on stocks held by hedge funds [5][6] Company Highlights - **Navitas Semiconductor Corporation (NASDAQ:NVTS)**: Recently expanded its partnership with Avnet, enhancing its global distribution network for GaN and SiC semiconductor devices aimed at high-growth sectors like AI data centers and renewable energy [8][10] - **Redwire Corporation (NYSE:RDW)**: Initiated coverage by KeyBanc with a Sector Weight rating, focusing on its transformation into a multi-domain space and defense firm following the acquisition of Edge Autonomy [12] - Redwire has secured a contract to supply docking hardware for The Exploration Company's spacecraft, Nyx, which is designed for autonomous rendezvous and docking [13][14]