Asian stocks have outperformed in 2026 while delivering strong earnings growth, led by AI application, cloud, and chipmaking companies. Despite missing earnings, Tencent and Alibaba surged ahead of President Donald Trump’s summit with Chinese counterpart Xi Jinping. These two Chinese tech giants have Hold Quant Ratings largely due to valuation and momentum issues, which I explain in this article.
Source: https://seekingalpha.com/article/4904165-alibaba-tencent-sur…
HTHT, FIVE, and SANM it to the Zacks Rank #1 (Strong Buy) growth stocks list on March 27, 2026.
The S&P 500 experienced sharp swings in 2025 due to shifts in trade policy, AI speculation, and rate cuts, while corporate profits remained resilient. Broader AI adoption and steady economic growth are expected to drive double-digit earnings growth in the S&P 500 in 2026. Tech is expected to dominate earnings growth again next year, but more sectors are projected to contribute.
On Tuesday, U.S. airlines stocks rallied after several analysts offered rosy predictions for the industry in 2026.
