As investors look beyond a volatile 2025, market focus is shifting toward structural forces expected to shape equity performance in the year ahead.
With the technology sector having dominated returns in recent years, attention is now turning to whether it can sustain its momentum in 2026.
In this line, Finbold turned to OpenAI’s ChatGPT artificial intelligence model to identify sectors with durable earnings power and resilience that could dominate in 2026.
Using current market signals and forward-looking trends, ChatGPT identified the following two sectors.
Technology
ChatGPT maintained that technology is likely to remain the primary engine of market leadership in 2026, driven by the continued expansion of artificial intelligence across industries.
The model noted that major investment banks and strategists broadly expect AI to remain the most powerful growth catalyst for corporate earnings, as companies continue to ramp up spending on cloud computing, semiconductors, and digital transformation.
Forecasts from large financial institutions suggest AI-related investment will be a key contributor to overall market gains in 2026, keeping technology at the centre of earnings growth.
According to ChatGPT, the scale and persistence of infrastructure demand further strengthen the sector’s outlook. AI development requires vast computing capacity, sustaining heavy investment in data centres, networking equipment, software platforms, and automation tools.
This spending cycle is benefiting a wide range of technology companies, from chip designers to cloud service providers, reinforcing the view that AI-driven growth is structural rather than speculative.
ChatGPT noted that several technology subsegments are advancing in parallel, including AI-focused semiconductors, software platforms monetizing AI through subscriptions and enterprise solutions, and cloud and data infrastructure supporting increasingly digital operations.
The model added that this broad adoption across corporate and consumer markets positions technology as the leading growth engine in 2026, even if performance varies at the company level.
Healthcare
Alongside technology, ChatGPT identified healthcare as a second sector poised to lead in 2026, combining innovation-led growth with defensive characteristics. Demand remains relatively stable during economic slowdowns, making the sector attractive amid elevated valuations and persistent volatility.
ChatGPT noted that healthcare is undergoing a technological shift, with artificial intelligence accelerating drug discovery, improving diagnostics, enabling personalized medicine, and enhancing operational efficiency. These advances are creating new revenue streams beyond traditional demographic-driven demand.
Meanwhile, after lagging broader markets in recent years, many healthcare stocks are trading at relative discounts. To this end, ChatGPT highlighted growing expectations for mean reversion, supported by catalysts such as biotech mergers and acquisitions, new drug approvals, and the expansion of digital health solutions.
The sector’s diversification further strengthens its appeal.
Notably, healthcare spans pharmaceuticals and biotechnology, medical devices and diagnostics, and healthcare services, combining innovation exposure with the stability of essential services linked to aging populations and long-term care needs.
Featured image via Shutterstock
