Stephanie Aliaga, JPMorgan Asset Management Global Market Strategist, discusses the dominant influence of AI-related capital expenditures on the current market dynamics. Despite challenges such as rising oil prices, higher interest rates, and a sluggish economy, the AI sector is propelling earnings growth and investor focus. Aliaga highlights that 2026 is poised to be a landmark year for agentic AI, underscoring the technology's pivotal role in sustaining market momentum amid broader economic uncertainties. (Source: Bloomberg)