Here are the new bulls on the block for 2026
May 15, 2026
The impact of AI capex, the geopolitical race for resources, rising defense spend and a housing shortage in America all argue in favor of exposure of materials in conjunction with tech for a “barbell” approach to risk
https://www.marketwatch.com/story/here-are-the-new-bulls-on-the-block-for-2026-afeefb60?mod=mw_rss_topstories
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