Over the past couple of years, artificial intelligence has emerged as the primary catalyst reshaping US equity markets. But as we head into 2026, a critical question looms: can this momentum sustain itself? Market analysts point out that AI's outsized influence has fundamentally altered trading patterns and valuation dynamics. The real test comes now—whether the sector can maintain its growth trajectory amid shifting economic conditions and rising valuations, or if we'll see a potential recalibration across the broader market landscape this year.