The Financial Post reports in its Friday, Jan. 9, edition that Wall Street strategists are seeking new drivers for the U.S. stock bull market amid worries about a slowdown in artificial intelligence investments. A Bloomberg dispatch to the Post reports that a Goldman Sachs group led by Ben Snider favours companies that thrive when middle-class consumers increase spending. They are particularly optimistic about those selling non-essential goods, alongside health care, materials and essential consumer product makers. This cohort includes upscale clothing stores, household goods makers, tour operators and casinos. The Goldman group believes the U.S. economy will accelerate, boosting profits at companies with steady growth and thin margins, which have been outperforming since October. Mr. Snider's group wrote: "Value will continue to outperform in early 2026. Middle income consumers will experience an acceleration in real income growth, which should translate into improved sales growth." The Goldman group expects consumers to get a boost from fading headwinds from President Donald Trump's tariffs, a stabilizing labour market and tax rebates from the administration's major legislation last year.