2026 Themes Take Shape Ahead of a Packed Q1 Investor Season
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As Q1 2026 investor conferences approach, key themes are emerging: AI concerns are pressuring SaaS companies after the DeepSeek moment, while Energy and Materials sectors lead with 15%+ gains. Tech faces scrutiny on AI's impact, but broader markets show resilience with the Dow crossing 50,000 and international equities surging. CEOs will face tough questions on economic and cultural issues amid elevated layoff announcements and dollar weakness.
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