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In a market dominated by mega-cap technology stocks, a select group of mid-cap companies is delivering superior returns by capitalizing on specialized, high-growth niches. These firms provide essential "picks and shovels" for major economic trends like artificial intelligence and renewable energy, offering an alternative growth narrative.
Wall Street strategists are forecasting a bullish 2026 for equities, driven by widespread expectations of Federal Reserve rate cuts. This optimism persists despite the central bank's own cautious projections, with investors pricing in a more accommodative monetary policy to fuel economic growth and corporate earnings.