2 Crucial Market Predictions For 2026

Leo NelissenInvesting GroupFollow5ShareSavePlay(19min)CommentsSummaryAI-driven CapEx is not a bubble but a survival imperative, fueling a 'winner take most' dynamic among Big Tech and benefiting supply chain receivers.Accelerating AI spending acts as a QE-like tailwind, supporting broader market strength and potentially the S&P 490 as CapEx trickles down.The era of 'software is eating the world' is ending; software faces heightened competition and moat erosion, leading to sector re-rating.Capital allocation should favor wide-moat, AI-infrastructure-linked companies over traditional software, as industry disruption reshapes market leadership into 2026. Klaus Vedfelt/DigitalVision via Getty Images Introduction It’s been slightly more than a week since I wrote an article titled "My 3 Big Market Predictions For 2026: The Shift I’m Positioning For Now." Ironically, in the introduction of that article, IThis article was written byLeo Nelissen47.93K FollowersFollowLeo Nelissen is an analyst focusing on major economic developments related to supply chains, infrastructure, and commodities. He is a contributing author for iREIT®+HOYA Capital.As a member of the iREIT®+HOYA Capital team, Leo aims to provide insightful analysis and actionable investment ideas, with a particular emphasis on dividend growth opportunities. Learn More.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Recommended For You