Berenberg: AI Data Will Drive Stock Performance in 2026

The Berenberg analysts wrote in a report that artificial intelligence is expected to continue to be a major factor driving stock performance in 2026, particularly in sub-industries such as network platforms, advertising agencies, and software. They stated that profit upgrades are crucial, and companies that lower their performance expectations may face greater scrutiny, even if the reasons are unrelated to AI. Berenberg also expects increased interest in private equity investments in this field.