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Source document· December 7, 2025

Constructing your 2026 portfolio: 5 investing checklist to-do's

View original at finance.yahoo.com
Constructing your 2026 portfolio: 5 investing checklist to-do's Yahoo Finance Markets and Data Editor Jared Blikre and Slatestone Wealth chief market strategist Kenny Polcari take a look at market (^DJI, ^GSPC, ^IXIC) and sector action year to date to examine how investors should be constructing their 2026 portfolios…
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  • Risk is the only thing you can control in investing

    80% confidence
  • XLE energy sector ETF is ready to break out

    80% confidence
  • Market could see 10-15% decline in 2026 midterm year

    80% confidence
  • Financials will be a strong sector in 2026

    80% confidence
  • Market loves gridlock because it's predictable

    80% confidence
  • Fed funds rate will be in 3.5-3.75% range after December meeting

    80% confidence
  • AI is not in a bubble, though valuations are stretched

    80% confidence
  • There is massive energy demand, not waning demand

    80% confidence
  • Democrats expected to retake House, Republicans to maintain Senate in 2026

    80% confidence
  • Fed should not cut rates further, current levels are historically normal

    80% confidence
  • Healthcare sector will attract money in 2026

    80% confidence
  • 2026 is a mid-term year that could bring chaos, confusion, and volatility

    80% confidence
  • Market expectations at start of 2025 were 8-12% total return

    80% confidence
  • IBM is a leader in quantum computing space

    80% confidence

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The Agentic Takeover of the CFO's Office
Enterprise finance software vendors—BlackLine, OneStream, Numero AI, and Oracle—are racing to embed autonomous AI agents into core financial operations (close, consolidation, reporting), backed by consolidation M&A (Numero-Royu, BlackLine-WiseLayer), fresh leadership hires, and survey data showing nearly a quarter of CFOs plan to boost AI spending over 50%. Adoption momentum is strong even as at least one bellwether (Oracle) sees its stock lag year-to-date, suggesting the market hasn't yet fully priced in the shift from AI-as-feature to AI-as-agent in finance.
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Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
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Where sources disagree
Morgan Stanley & Co. LLC
Two significantly different EPS values (10.21 vs 2.68 USD_per_share) are reported for Morgan Stanley on the same observation date (2025-12-31). Fact A specifies FY 2025, while Fact B's 'N/A' fiscal period is ambiguous. If both represent FY 2025 annual EPS, these values directly conflict. The magnitude of the difference (3.8x) is too large to attribute to rounding or minor calculation variations. The missing fiscal period in Fact B raises data quality concerns, but same-date observation + same attribute should reference the same period.
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