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β€œEveryone has the brainpower to make money in stocks. Not everyone has the stomach. If you are susceptible to selling everything in a panic, you ought to avoid stocks and mutual funds altogether.”

- Peter Lynch

What Investors Are Watching Ahead of Earnings

Thomas Martin, senior portfolio manager at Globalt Investments said on Tuesday β€œEverybody is watching anything that gives you insight into the artificial intelligence narrative”.

He added by saying that investors are focused on the companies’ capital spending and anything related to the monetization of AI.

The reaction of the markets will be determined by how much these companies are spending, both on the capex line and the opex line.

Concerns about stretched valuations continue to surround stocks in the AI space so far in 2026, which is putting pressure on the broader market.

Martin believes that despite these concerns, investor appetite for AI stocks will continue, at least over the next couple of years.

AI isn’t going away. In fact, it’s getting stronger with every month that passes. New discoveries are only going to push valuations higher.

What does this mean for you?

It means that we keep keeping on. Our 5 Stock Premium Portfolio is well positioned to take advantage of AI spending and growth, coupled with strong fundamental analysis, I believe we’re in a good spot.

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