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JPMorgan has forecast an impending "supercycle" for industrial stocks, with a particular focus on small and mid-cap companies, projected to materialize by 2026. This outlook is supported by other major banks, which are also bullish on cyclical sectors amid shifting economic conditions.
Salesforce reported strong Q3 fiscal 2026 results, highlighted by explosive growth in its AI-powered Agentforce and Data 360 platforms, which now generate nearly $1.4 billion in annual recurring revenue. However, this AI momentum has yet to offset a broader slowdown in the company’s core business, leading to investor caution and a lagging stock price.