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James E. Thorne: Market leadership is broadening beyond AI in 2026

James E. Thorne: Market leadership is broadening beyond AI in 2026
Market leadership moving beyond AI focus

James E. Thorne observes that market leadership in 2026 is expanding beyond an AI-focused narrative.

He points out that recent price action across equal-weight and extended indices suggests a broader and more durable rotation within markets, challenging the idea that gains are limited to the AI sector.

Thorne previously commented on the S&P 500’s nearly 22 percent earnings growth, noting that market attention remained on potential downturns despite strong profit cycles (article). He has also called for the Bank of Canada to act on the country’s balance sheet recession, citing the need for decisive measures to restore economic growth (article). These remarks add context to his latest views on shifting market leadership.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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