It's not just about AI. From GLP-1s to prediction markets, here are BofA's top themes for investors to watch.

Polymarket emerges as a dominate prediction market player alongside Kalshi.

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• Bank of America is watching 10 key themes with implications for markets this year.
• AI and the data center buildout top the list, but there are many others for investors to be watching.
• Prediction markets, tax refunds post-OBBBA, GLP-1s, and the K-shaped economy also made the list.

It might seem like it's AI all the time in markets, but there are other themes investors should be tracking as well...