{"id":239073,"date":"2026-02-17T10:15:00","date_gmt":"2026-02-17T15:15:00","guid":{"rendered":"https:\/\/ibkrcampus.com\/campus\/?p=239073"},"modified":"2026-02-18T05:14:11","modified_gmt":"2026-02-18T10:14:11","slug":"2026-themes-emerge-leading-into-a-busy-q1-second-half-investor-conference-season","status":"publish","type":"post","link":"https:\/\/www.interactivebrokers.com\/campus\/traders-insight\/securities\/macro\/2026-themes-emerge-leading-into-a-busy-q1-second-half-investor-conference-season\/","title":{"rendered":"2026 Themes Emerge Leading Into a Busy Q1 Second Half Investor Conference Season"},"content":{"rendered":"\n<ul class=\"wp-block-list\">\n<li>Software\u2019s DeepSeek AI moment, Dow 50k, a yo-yo dollar, and \u201csell America\u201d are market narratives<\/li>\n\n\n\n<li>Price action, corporate profits, and perhaps even jobs data buck bearish viewpoints<\/li>\n\n\n\n<li>Investor conferences through quarter-end offer color on macro risks and opportunities<\/li>\n<\/ul>\n\n\n\n<p>Is artificial intelligence (AI) eating the software world? That might be&nbsp;<em>the<\/em>&nbsp;industry-specific question investors, analysts, and executives will toss around in the months ahead. The first week of February was the China DeepSeek AI moment for software-as-a-service companies. Hundreds of billions of dollars of market cap were shed from the likes of Salesforce (CRM), Intuit (INTU), ServiceNow (NOW), Adobe (ADBE), and others. Deep red hit the space just as the AI hyperscalers announced capex numbers well above Street estimates.&nbsp;<\/p>\n\n\n\n<p>Push will come to shove in the weeks ahead as tech executives take questions at key investor conferences over the back half of the first quarter.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-energy-and-materials-take-the-lead\">Energy and Materials Take the Lead<\/h3>\n\n\n\n<p>But there\u2019s more to the market\u2019s story than just tech. In fact, Information Technology is near the bottom of the S&amp;P 500 YTD sector performance pack. Leading the current leg of the bull market are resource stocks. Energy and Materials, both up by more than 15% in 2026, have outperformed thanks to rising oil and metals prices, a weaker dollar, and the rotation trade.&nbsp;<\/p>\n\n\n\n<p>Interestingly, oil and gas companies are apparently doing more with less\u2014profits and stock prices in the oil patch are up even with historically low WTI and Brent values. CERAWeek is the standout Energy conference to keep tabs on toward the end of March.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-dow-50-000-challenges-the-bear-case\">Dow 50,000 Challenges the Bear Case<\/h3>\n\n\n\n<p>Bigger picture, the \u201csell America\u201d narrative has carried over from last year. Perhaps this storyline needs to be rebranded as \u201cbuy ex-USA.\u201d Indeed, International equities have soared just six weeks into 2026. At the same time, with the Dow crossing 50,000 for the first time and the S&amp;P 500 near its record high, it\u2019s difficult to put much stock in a bearish USA theme.&nbsp;<\/p>\n\n\n\n<p>What\u2019s more, Treasury yields have dipped from a few weeks ago, while U.S. corporate bonds trade close to a multi-decade low yield spread. The dollar, meanwhile, has not been able to get off the mat. The greenback took a spill in late January when President Trump intimated that he would be fine if the dollar declined from its current level.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-high-stakes-q-amp-a-season-for-executives\">High-Stakes Q&amp;A Season for Executives<\/h3>\n\n\n\n<p>Equity markets and bonds point to a benign backdrop, but CEOs and CFOs face tough choices ahead. The jobs situation is delicate, a strong January payrolls report notwithstanding. Corporate layoff announcements are elevated. And all it takes is one Truth Social post to rejigger an industry.&nbsp;<\/p>\n\n\n\n<p>Upcoming conferences could feature pointed questions for executive teams about their stances on economic and even cultural issues\u2014topics corporate leaders often want to deflect. The stakes are high, drama fills the room, and tough choices must be made. Keep up with the latest developments at this quarter\u2019s packed slate of investor conferences.<\/p>\n\n\n\n<p><strong>Information Technology &amp; Communication Services<\/strong><br><strong>February 17:<\/strong>&nbsp;Citi Global Industrial Tech and Mobility Conference<br><strong>February 25:<\/strong>&nbsp;Susquehanna 15th Annual Technology Conference<br><strong>March 2:<\/strong>&nbsp;Morgan Stanley Technology, Media, and Telecom (TMT) Conference<br><strong>March 3:&nbsp;<\/strong>Citizens JMP Technology Conference<br><strong>March 3:<\/strong>&nbsp;Scotiabank 29th Annual TMT Conference<br><strong>March 9:<\/strong>&nbsp;Deutsche Bank 34th Annual Media, Internet &amp; Telecom Conference<br><strong>March 10:<\/strong>&nbsp;Citi TMT Conference<br><strong>March 16:<\/strong>&nbsp;NVIDIA GTC AI Conference<\/p>\n\n\n\n<p><strong>Health Care<\/strong><br><strong>February 18:&nbsp;<\/strong>Citi Virtual Oncology Leadership Summit<br><strong>February 25:<\/strong>&nbsp;Oppenheimer 36th Annual Healthcare Life Sciences Conference<br><strong>March 2:&nbsp;<\/strong>TD Cowen 46th Annual Healthcare Conference<br><strong>March 10:<\/strong>&nbsp;Citizens JMP Life Sciences Conference<br><strong>March 10:<\/strong>&nbsp;Barclays 28th Annual Global Healthcare Conference<br><strong>March 24:<\/strong>&nbsp;BNP Paribas Healthcare Conference<br><strong>March 26:<\/strong>&nbsp;Goldman Sachs Biopharma Innovation Summit<\/p>\n\n\n\n<p><strong>Consumer Discretionary &amp; Consumer Staples<\/strong><br><strong>February 17:<\/strong>&nbsp;Consumer Analyst Group of New York (CAGNY) Conference<br><strong>February 17:<\/strong>&nbsp;NAHB International Builders` Show<br><strong>March 5:<\/strong>&nbsp;Susquehanna Travel, Consumer Tech + Entertainment Forum<br><strong>March 11:<\/strong>&nbsp;UBS Annual Global Consumer and Retail Conference<br><strong>March 11:<\/strong>&nbsp;JP Morgan Gaming, Lodging, Restaurant &amp; Leisure Management Access Forum<\/p>\n\n\n\n<p><strong>Financials &amp; Real Estate<\/strong><br><strong>February 18:<\/strong>&nbsp;Morgan Stanley Annual Commercial Real Estate Conference<br><strong>March 3:&nbsp;<\/strong>Citi Global Property CEO Conference<br><strong>March 10:&nbsp;<\/strong>RBC Capital Markets Global Financial Institutions Conference<br><strong>March 10:<\/strong>&nbsp;Wolfe Research Fintech Forum<br><strong>March 20:<\/strong>&nbsp;Citi Global 2nd Financials Conference<\/p>\n\n\n\n<p><strong>Industrials<\/strong><br><strong>February 17:<\/strong>&nbsp;Barclays 43rd Annual Industrial Select Conference<br><strong>March 10:&nbsp;<\/strong>Barclays &#8211; Business Services, Leisure, Transport &amp; Infrastructure Conference<br><strong>March 16:<\/strong>&nbsp;Bank of America &#8211; Business Services, Leisure, Transport Conference<br><strong>March 17:&nbsp;<\/strong>JP Morgan Industrials Conference<br><strong>March 17:<\/strong>&nbsp;Bank of America Global Industrials Conference<br><strong>March 24:<\/strong>&nbsp;TD Securities Industrials &amp; Infrastructure Services Conference<br><strong>March 24:<\/strong>&nbsp;Bank of America Infrastructure Conference&nbsp;<\/p>\n\n\n\n<p><strong>Energy &amp; Utilities<\/strong><br><strong>March 2:&nbsp;<\/strong>JEF Flagship Power, Utilities, Clean Energy &amp; Energy Flagship Conference<br><strong>March 3:&nbsp;<\/strong>Morgan Stanley Global Energy &amp; Power Conference<br><strong>March 16:&nbsp;<\/strong>Piper Sandler 26th Annual Energy Conference<br><strong>March 17:&nbsp;<\/strong>UBS Global Energy and Utilities Conference<br><strong>March 23:<\/strong>&nbsp;CERA Week<br><strong>March 24:&nbsp;<\/strong>Bank of America Energy, Utilities &amp; Infrastructure Conference<\/p>\n\n\n\n<p><strong>Materials<\/strong><br><strong>February 22:<\/strong>&nbsp;BMO Capital Markets 35th Global Metals, Mining &amp; Critical Minerals Conference<br><strong>February 25:&nbsp;<\/strong>Bank of America Global Agriculture and Materials Conference<br><strong>February 27:&nbsp;<\/strong>Metals Investor Forum Toronto<\/p>\n\n\n\n<p><strong>Regional<\/strong><br><strong>February 24:<\/strong>&nbsp;Goldman Sachs European Technology Conference<br><strong>March 2:&nbsp;<\/strong>Morgan Stanley European Healthcare Conference<br><strong>March 3:&nbsp;<\/strong>UBS European Healthcare Conference<br><strong>March 4:<\/strong>&nbsp;JP Morgan Global Emerging Markets Corporate Conference<br><strong>March 17:<\/strong>&nbsp;Morgan Stanley European Financials Conference<br><strong>March 18:<\/strong>&nbsp;Bank of America Securities Asia Tech Conference<br><strong>March 18:<\/strong>&nbsp;Bank of America Securities, EMEA Real Estate CEO Conference<br><strong>March 24:<\/strong>&nbsp;J.P. Morgan European Chemicals Conference<br><strong>March 25:<\/strong>&nbsp;JP Morgan European Opportunities Conference<\/p>\n\n\n\n<p><strong>Investor-Specific &amp; Multi-Sector<\/strong><br><strong>March 1:&nbsp;<\/strong>Raymond James &amp; Associates 47th Annual Institutional Investors Conference<br><strong>March 1:<\/strong>&nbsp;JP Morgan Global High Yield &amp; Leveraged Finance Conference<br><strong>March 2:&nbsp;<\/strong>Barclays Investment Grade Credit Conference<br><strong>March 9:&nbsp;<\/strong>Loop Capital Markets 7th Annual Investor Conference<br><strong>March 11:&nbsp;<\/strong>Cantor Global Technology &amp; Industrial Growth Conference<br><strong>March 18:&nbsp;<\/strong>Sidoti March Small Cap Conference<\/p>\n\n\n\n<p>&#8212;<\/p>\n\n\n\n<p>Originally Posted on February 12, 2026 &#8211; <a href=\"https:\/\/www.wallstreethorizon.com\/blog\/2026-Themes-Emerge-Leading-Into-a-Busy-Q1-Second-Half-Investor-Conference-Season\" target=\"_blank\" rel=\"noreferrer noopener\">2026 Themes Emerge Leading Into a Busy Q1 Second Half Investor Conference Season<\/a><\/p>\n\n\n\n<p><em>Copyright <sup>\u00a9<\/sup> 2026 Wall Street Horizon, Inc. All rights reserved. Do not copy, distribute, sell or modify this document without Wall Street Horizon&#8217;s prior written consent. This information is provided for information purposes only. Neither TMX Group Limited nor any of its affiliated companies guarantees the completeness of the information contained in this publication, and we are not responsible for any errors or omissions in or your use of, or reliance on, the information. This publication is not intended to provide legal, accounting, tax, investment, financial or other advice and should not be relied upon for such advice. The information provided is not an invitation to purchase securities, including any listed on Toronto Stock Exchange and\/or TSX Venture Exchange. TMX Group and its affiliated companies do not endorse or recommend any securities referenced in this publication. This publication shall not constitute an offer to sell or the solicitation of an offer to buy, nor may there be any sale of any securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction. TMX, the TMX design, TMX Group, Toronto Stock Exchange, TSX, and TSX Venture Exchange are the trademarks of TSX Inc. and are used under license. Wall Street Horizon is the trademark of Wall Street Horizon, Inc. All other trademarks used in this publication are the property of their respective owners.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Is artificial intelligence (AI) eating the software world? That might be the industry-specific question investors, analysts, and executives will toss around in the months ahead. <\/p>\n","protected":false},"author":586,"featured_media":239101,"comment_status":"open","ping_status":"closed","sticky":true,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[18,6,8,9,26,3],"tags":[],"contributors-categories":[13636],"class_list":{"0":"post-239073","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-macro","8":"category-north-america","9":"category-region","10":"category-securities","11":"category-text-articles","12":"category-traders-insight","13":"contributors-categories-wall-street-horizon"},"pp_statuses_selecting_workflow":false,"pp_workflow_action":"current","pp_status_selection":"publish","acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.9 (Yoast SEO v27.3) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>2026 Themes Emerge Leading Into a Busy Q1 Second Half Investor Conference Season<\/title>\n<meta name=\"description\" content=\"Is artificial intelligence (AI) eating the software world? 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