Key Points Recent analysis from Bloomberg shows that 86% of S&P 500 companies have beaten analyst earnings expectations in 2026. Investors concerned about a top-heavy S&P 500 that relies too heavily on AI might want to consider value stocks and small caps. Vanguard research says that U.S. small caps and value stocks are likely to outperform growth stocks and large caps for the next 10 years. These 10 stocks could mint the next wave of millionaires › One big worry from investors in 2026 is whether the S&P 500 (SNPINDEX: ^GSPC) is too top-heavy with artificial intelligence (AI) stocks. Major tech names involved with the AI trade are investing hundreds of billions of dollars in capital expenditures to buy chips and build data centers.
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