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 »
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 »
The datacenter buildout is driving the economy. A handful of companies are critical to the AI infrastructure theme. Here are the top 3 AI datacenter stocks to buy now in 2026. If you want to outperform, own companies gushing earnings. Recently, we highlighted how AI infrastructure profits are doubling the S&P 500. Companies levered to… Read more »
The trade of the year is in full swing. Here are the top 3 AI memory stocks to buy now in 2026. Earnings season has revealed that Wall Street analysts are behind the ball in a big way. Chip companies levered to memory and storage have not only beat estimated earnings, but they also provided… Read more »
AI datacenter growth relies on speed. Fiber optics solve legacy latency issues. This benefits a select group of optical suppliers. Here are the top photonics stocks to buy now in 2026. Time matters. The quicker packets of information move, the stronger the capabilities of the system. AI infrastructure buildouts aren’t a single machine. It’s a… Read more »
An emerging theme in unmanned aircraft systems (UAS) is here. Most investors assume that droids mainly refer to warfare. The category is much bigger. Here are the best 3 drone stocks to buy now in 2026. Drones are typically thought of as military use cases. But growth segments include: For the latter, the pentagon plans… Read more »
Robotics is a massive theme with core stocks to consider. Read more »
New frontiers mean new opportunities. One of the biggest themes gripping investors is space. Just be careful. Not all stocks are moon bound. Here are the best 3 space exploration stocks to buy in 2026. Space exploration may seem far-fetched, but it’s closer than many realize. Elon Musk’s SpaceX officially filed for an IPO seeking… Read more »
AI-driven buildouts are accelerating. Hyperscaler Capex is estimated to reach over $700 billion this year. That’s a huge opportunity for photonic companies. Here are the best fiber optics stocks to buy now in 2026. Data center demand is causing bottlenecks across supply chains. As we’ve highlighted, memory and storage stocks have thrived given limited supply…. Read more »