Deutsche Bank named the two tech giants top stock picks for 2026 thanks to their massive AI infrastructure footprints and overlooked revenue streams.

Bond yields look like to rise this year, despite the possibility of at least two Federal Reserve rate cuts. Even a small increase in yields can be a problem.

The Dow, S&P 500, and Nasdaq are all on track to finish the first full week of 2026 higher, as investors digest a mixed December jobs report.

Analysts favor this trio for 2026 as AI workloads push demand across chips, hyperscale cloud, and data-center connectivity.

Thiel was a co-founder of PayPal and used the money from its sale to eBay to start a hedge fund. He acquired a 10% stake in Meta Platforms (then Facebook) as its first outside investor. He holds substantial stakes in Stripe and SpaceX, which are worth billions on their own.

The best aluminum stocks for 2026 can leverage declining global inventories and demand from defense, construction, and renewables.

Discover 10 top brokerage stock picks with up to 52% upside; explore expert buy ratings and sector insights for your investment strategy.

Still, few does not mean zero, and competition from companies like Advanced Micro Devices could slow its growth. That could present opportunities for some top companies to claim the world's largest market cap title. If any company overtakes Nvidia, it will most likely be one of these two enterprises.

U.S. stocks have kicked off 2026 on a strong note, but could face turbulence in the coming days with the start of corporate earnings season, fresh inflation data and rising geopolitical uncertainty.

Europe's defense stocks are on a tear as investors bet the U.S.'s shift toward a more interventionist foreign policy will encourage Europe to increase its military spending still more. Shares of German defense manufacturer Rheinmetall and France's Thales have risen more than 10% this week.

Key Takeaways Interest rate cuts from the Federal Reserve could offset a stock market drag from slowing AI infrastructure investments, according to a BCA Research report.A combination of declining interest rates and sticky inflation could prop up tech stocks and delay a Dotcom Bubble-style crash.