PANews reported on December 15th that a recent Goldman Sachs report points out that while investors are currently focused on artificial intelligence and mega-capPANews reported on December 15th that a recent Goldman Sachs report points out that while investors are currently focused on artificial intelligence and mega-cap

Goldman Sachs: Tech stock valuations are under pressure; the biggest opportunity in the stock market in 2026 is not in AI.

2025/12/15 16:43

PANews reported on December 15th that a recent Goldman Sachs report points out that while investors are currently focused on artificial intelligence and mega-cap tech giants, an accelerated economy in 2026 could bring greater opportunities to cyclical sectors such as industrials, materials, and consumer discretionary. Analysts predict a significant increase in earnings per share (EPS) growth for these sectors, with industrial EPS growth potentially jumping from 4% to 15%, real estate EPS growth rising from 5% to 15%, and consumer discretionary EPS growth expected to increase from 3% to 7%.

In contrast, EPS growth for information technology companies may slow from 26% in 2025 to 24% in 2026. Goldman Sachs believes that despite the recent strong performance of cyclical stocks, which have outperformed defensive stocks for 14 consecutive trading days, the market has not yet fully reflected the potential for economic acceleration in 2026.

Goldman Sachs predicts that overall U.S. economic growth will accelerate in 2026, driving S&P 500 EPS growth by 12%. Analysts emphasize that despite the ongoing AI hype, the market may have already priced in most of the potential benefits of AI.

Disclaimer: The articles reposted on this site are sourced from public platforms and are provided for informational purposes only. They do not necessarily reflect the views of MEXC. All rights remain with the original authors. If you believe any content infringes on third-party rights, please contact service@support.mexc.com for removal. MEXC makes no guarantees regarding the accuracy, completeness, or timeliness of the content and is not responsible for any actions taken based on the information provided. The content does not constitute financial, legal, or other professional advice, nor should it be considered a recommendation or endorsement by MEXC.

You May Also Like

U.S. Court Finds Pastor Found Guilty in $3M Crypto Scam

U.S. Court Finds Pastor Found Guilty in $3M Crypto Scam

The post U.S. Court Finds Pastor Found Guilty in $3M Crypto Scam appeared on BitcoinEthereumNews.com. Crime 18 September 2025 | 04:05 A Colorado judge has brought closure to one of the state’s most unusual cryptocurrency scandals, declaring INDXcoin to be a fraudulent operation and ordering its founders, Denver pastor Eli Regalado and his wife Kaitlyn, to repay $3.34 million. The ruling, issued by District Court Judge Heidi L. Kutcher, came nearly two years after the couple persuaded hundreds of people to invest in their token, promising safety and abundance through a Christian-branded platform called the Kingdom Wealth Exchange. The scheme ran between June 2022 and April 2023 and drew in more than 300 participants, many of them members of local church networks. Marketing materials portrayed INDXcoin as a low-risk gateway to prosperity, yet the project unraveled almost immediately. The exchange itself collapsed within 24 hours of launch, wiping out investors’ money. Despite this failure—and despite an auditor’s damning review that gave the system a “0 out of 10” for security—the Regalados kept presenting it as a solid opportunity. Colorado regulators argued that the couple’s faith-based appeal was central to the fraud. Securities Commissioner Tung Chan said the Regalados “dressed an old scam in new technology” and used their standing within the Christian community to convince people who had little knowledge of crypto. For him, the case illustrates how modern digital assets can be exploited to replicate classic Ponzi-style tactics under a different name. Court filings revealed where much of the money ended up: luxury goods, vacations, jewelry, a Range Rover, high-end clothing, and even dental procedures. In a video that drew worldwide attention earlier this year, Eli Regalado admitted the funds had been spent, explaining that a portion went to taxes while the remainder was used for a home renovation he claimed was divinely inspired. The judgment not only confirms that INDXcoin qualifies as a…
Share
BitcoinEthereumNews2025/09/18 09:14