2026-01-12 11:20:36

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🔥The 2026 Wall Street High Stakes: AI Gold Rush in the Rate Cut Wave

Is the market coming? This year, Wall Street is betting on this—economic cooling + AI explosion, cutting interest rates while competing for investments, balancing both fish and bear paws.

First, look at the economic side. CPI year-over-year 2.7%, inflation is really easing. Oil prices and rent are falling, Goldman Sachs' people say PCE will soon hit the 2% target. US Treasury yields are declining, borrowing becomes cheaper, and economic vitality is starting to recover. A chief strategist directly said that the US economy is running "like it’s been given a shot of adrenaline."

Next, look at companies. As soon as Trump’s "Big and Beautiful Act" tax reform benefits appeared, CFOs were excited—100% depreciation incentives in front of them, not rushing to start projects would be foolish. Corporate capital expenditures accelerated, with productivity in Q3 last year already hitting the fastest growth in two years. With this wave of AI, productivity is expected to continue soaring. The S&P 500 and Dow are hitting new highs, money flowing into undervalued sectors like industrials and energy.

Goldman Sachs’ forecast data is like this: S&P EPS to grow 12% in 2026. The benefits of AI are beginning to unfold—industries with many people like finance, retail, and consulting are expected to see profits leap.

But there’s no such thing as a free lunch. 15%-20% layoffs are related to AI, and the risk of unemployment is there. While AI creates opportunities, it’s also rewriting the employment landscape.

So, 2026 will be like this—feast and risk side by side. Those who can seize the opportunities will be able to break free from this wave.

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LiquidityNinja

· 10h ago

Cutting interest rates + AI, just another Wall Street trick. The question is, can retail investors get a piece of the pie? --- EPS up 12% sounds great, but who will foot the bill for 15-20% layoffs? --- Ha, it's another case of cutting interest rates while harvesting retail investors. Truly clever. --- So basically, institutions are gambling, and we're just along for the ride. --- AI gold rush? First, check how much is left in your account. --- I'm tired of hearing that industrial energy is undervalued; turns out, it's still a fierce competition. --- Tax reform benefits sound good, but the truth is, it won't reach the crypto world anytime soon. --- Unemployment wave + AI taking off— isn't this just a massive wealth transfer? --- It's already 2026, and we're still talking stories. Might as well just watch the market indicators speak.

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