The quantum race is moving at breakneck speed. Just this week, President Trump signed an executive order for a powerful quantum computer by 2028. The stakes are massive. Here are 3 top quantum computing stocks to own in 2026. Humanity is racing towards one of the most important technological breakthroughs of our lifetime using a… Read more »
The trade of the year hasn’t slowed. We are updating our call to own top tier chip names. Here are 3 AI storage stocks critical to the data center buildout. We’ve been on record about the huge opportunity in the chip space. Back in October, we showcased how a flood of capital was chasing memory… Read more »
The biggest game in town has been the AI-trade. Stocks levered to memory, power, photonics, and infrastructure have risen spectacularly. That doesn’t come without downside risks. There’s a way to protect yourself should the AI-trade falter. Keep it simple: Buy energy stocks to hedge AI exposure. Let’s call a spade a spade. The AI boom… Read more »
The AI datacenter buildout begins with energy. It’s the foundation of the AI trade. Here are the top 3 AI power stocks to own in 2026. Most people think of AI as a software-based product. But behind the scenes there’s a big problem. Every time you type a prompt into your favorite LLM like ChatGPT,… Read more »
All software isn’t doomed. In fact, money is finally chasing the theme again. Here are 3 AI software stocks to own in the agentic era. It’s hard to believe that enterprise SaaS stocks are gaining ground. Just 4 short months ago, the overarching narrative was that AI would destroy all software companies. We took the… Read more »
Stocks have enjoyed an amazing run. The S&P 500 rose 20% from the March 30 low through May 26 – its biggest gain ever in such a short time. It’s easy to think it’s time to cash out. We’ll take the other side by raising our S&P 500 price target to 8200. Let’s rewind the… Read more »
Markets are driven by themes. The latest AI-led revolution is unfolding in quantum computing… converging with photonics. Here are the best quantum photonics stocks to buy now in 2026. The big news last week was that the U.S. government is investing over $2 billion in the quantum computing sector. This equates to small equity stakes… Read more »
The AI data center buildout remains intact. This is a multi-year opportunity. Here are the top 3 AI infrastructure stocks to own in 2026. Here’s the truth. Stocks have decoupled from traditional sector allocations. Over the past year plus, thematic capital deployment has taken over. The AI trade is vast, covering 5 layers: Here’s an… Read more »
Co-founder Lucas Downey joins Nicole Petallides with Schwab Network. Lucas shares MoneyFlows’ Top 3 Data Center stocks ahead of Nvidia’s (NVDA) earnings. Top 3 Stocks Tied to AI Data Centers: AVGO, AMD, GLW Labeling Broadcom (AVGO) and Advanced Micro Devices (AMD) as strong long-term holds considering recent earnings. He names Corning (GLW) as a… Read more »
After years of frustrating false starts, smaller companies are back… …finally consistently outperforming. The reason? Small cap stocks are cheap and growing faster than mega-caps. Today, we’ll outline the recent strength in the group, including: the diversification leverage angle how GDP trends favor smaller-sized firms the earnings trajectory and more After you review the evidence,… Read more »