
High rates, space race, and AI bets reshape 2026 portfolios

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JPMorgan Chase and Bank of America anticipate increased net interest income in 2026 due to high rates. Rocket Lab experiences significant revenue growth, while SpaceX targets a $1.75 trillion IPO valuation. ARK Invest, led by Cathie Wood, shifts focus towards AI and defense tech, reducing investments in semiconductors and space.

