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Wall Street’s AI‑driven rally set to continue into 2026, says UBS
UBS forecasts that the AI‑led U.
UBS projected that the U.S. equity market’s rally, driven by technology and artificial‑intelligence investment, is likely to extend into 2026. The Swiss bank expects S&P 500 earnings growth of approximately 14.4% in 2026 and sees global economic acceleration supporting that path. While valuation risks remain, UBS emphasises that strong capital expenditure in AI and robust corporate profits provide structural backing for the trend.