Morgan Stanley says buy these 14 stocks to play the 4 themes that will define markets in 2026

Morgan Stanley identifies AI adoption, energy trends, societal shifts, and deglobalization as key market drivers in 2026.

When AI Stops Being 'Tech' And Starts Being The Economy - Investment Themes For 2026 Part 1

If 2024-2025 was the market “discovering” AI, 2026 is the market realizing that AI is now macro. That’s why the opportunity ...
Forbes

5 Deep Tech Themes That Will Shape 2026

Alexandra Vidyuk is CEO & General Partner at Beyond Earth Ventures. Beyond Earth Ventures invests in space and deep tech companies. By now, “deep tech” is no longer a niche label. It is the ...
MarketWatch

Tech, Media, & Telecom Strategic Intelligence Report 2025: Agentic AI Moves to the Forefront of Corporate Strategy - Autonomous Systems Gain Momentum Amid Geopolitical and ...

The "Strategic Intelligence: Tech, Media, & Telecom Themes 2026" report has been added to ResearchAndMarkets.com's offering. This report provides a comprehensive outlook for the leading players in the ...
CNBC

These are the Big Tech themes to watch in 2026, according to Slow Ventures' Lessin

CNBC's "The Exchange" team discusses what tech themes investors should watch in 2026 with Sam Lessin of Slow Ventures. Got a confidential news tip? We want to hear from you. Sign up for free ...
Business Insider

Teads Unveils 2025 Tech Themes Uniquely Poised to Evolve Media and Marketing Strategies Making Outcomes More Achievable Along the Customer Journey

NEW YORK, Dec. 16, 2024 (GLOBE NEWSWIRE) -- Tech leaps, shifting audience behaviors, and cultural and political movements are colliding to reshape the media landscape in 2025. Teads, the global media ...
Seeking Alpha

Defense Tech Enters 2026 With Strengthening Fundamentals

Defense Tech fundamentals remain strong, with expanding order books pointing to sustained momentum into 2026. Modernization is accelerating, with AI, autonomy, and software-defined systems moving into ...