Hogan: 2026 Broadening Market Can See Earnings Growth of 12%-14%

Art Hogan looks at the broadening market and argues that participants are beginning to look past the big stories – like GLP-1s in healthcare – to more under the radar picks. He thinks earnings growth can hit 12%-14% this year, with lots of support from stocks outside of tech. He previews volatility catalysts, including a potential government shutdown next month and midterm elections later in the year.

Opening Bell With Nicole Petallides

02 Jan 2026

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