Market Commentary

From Bubble Fears to Disruption Risk: The New AI Market Narrative Last Edited by: LPL Research Last Updated: February 17, 2026 PRINTER FRIENDLY VERSION Wall Street narratives rarely stay still, and recent weeks have underscored how quickly sentiment can change as perceived new information challenges the status quo. Widely discussed anxiety over a potential artificial…

PL Research highlights five reasons emerging markets look attractive in 2026, from dollar weakness to accelerating earnings and AI-driven growth.

LPL Research examines how the Fed is entering 2026 amid constrained conditions and as growth and inflation meet an unsustainable fiscal trajectory.

LPL Research examines how rising productivity, AI adoption, and structural shifts toward services are supporting U.S. economic growth in 2026.