10 transformative themes shaping markets in 2026
AI-curated stock ideas with PM-grade analysis
AI moves from 'chatting' to 'doing'. Software that takes action autonomously.
10 stocks
AI data centers need power. Nuclear is the only carbon-free baseload solution.
10 stocks
AI runs locally on devices, not just the cloud. The hardware upgrade cycle begins.
10 stocks
Humanoid robotics moves from demos to deployments, reshaping labor economics in logistics and manufacturing.
10 stocks
Gene editing moves from labs to prescriptions. Longevity and cure focus.
10 stocks
AI attacks require AI defense. Zero-trust architectures become mandatory.
10 stocks
+ 4 more themes