All articles tagged with #stock picks
The piece argues that many dividend investors chase the wrong metric and presents a simple rule to separate sustainable dividend income from risky payouts, using three income-generating machines as proof (illustrated through a mix of dividend ETFs and select stocks).
A 24/7 Wall St. piece proposes placing $10,000 in each of five ultra-high-yield dividend stocks (ARCC, APC, EFC, STWD, TXO) to target roughly $5,500 in annual passive income, with yields from about 9.9% to 12.6% and Ellington Financial paying monthly. Results depend on future prices and dividends.
Morgan Stanley argues that fear over AI is creating a rare buying window for high-quality software, services, and financial stocks by focusing on 'AI adopters'—companies that use AI to boost efficiency and pricing power. They highlight names like Microsoft, Intuit, Atlassian, and Palo Alto Networks as beaten-down but solid bets, with banks and payments firms such as Citi, Visa, and Mastercard also set to benefit; the idea is that AI-enabled operating leverage could lift earnings through 2026.
A market outlook piece argues three catalysts could help stocks beat the S&P 500 in 2026: Alphabet (GOOGL/GOOG) propelled by Google Cloud backlog growth and AI initiatives like Gemini 3.0; BeOne Medicines (ONC) with Brukinsa’s continued uptake and potential regulatory milestones for sonrotoclax and BGB-16673; and Rhythm Pharmaceuticals (RYTM) amid an FDA decision on Imcivree for acquired hypothalamic obesity (by March 20, 2026) plus additional Phase 3 data and other developments in 2026.
Several names on Josh Brown's best-stocks list outperformed last week's market volatility, with at least one stock forming a golden cross, signaling potential bullish momentum.
The Motley Fool highlights Coca-Cola and Dutch Bros as two contrasting beverage bets for 2026: Coca-Cola is making all-time price highs on steady volumes and pricing power despite a CEO transition, trading around 24x trailing earnings with a solid ~2.7% dividend; Dutch Bros has doubled its store count in five years, expanded nationwide with strong revenue and net income growth, but trades at a premium for its growth story after pulling back from recent highs. Together they offer diversified exposure within the beverage space and different risk/reward profiles for investors.
The Motley Fool flags Rigetti Computing, IonQ, and Alphabet as long-term quantum stock bets, noting Rigetti’s rapid 108-qubit progress but ongoing profitability risk, IonQ’s industry-leading gate fidelity with high expenses and valuation, and Alphabet as a non-pure-play play with Willlow/Quantum AI initiatives that could influence future value.
Morgan Stanley identifies four 2026 market themes—a multipolar world with more protectionism, broader AI adoption, a rebound in energy demand, and ongoing societal shifts—and names 14 US stocks it views as overweight plays across tech, energy, healthcare, industrials, and consumer staples (including Amazon, Nvidia, Microsoft, Broadcom, Cisco, NextEra Energy, Bloom Energy, EQT, Eli Lilly, UnitedHealth, Phoenix Education Partners, Rockwell Automation, RTX, and Walmart) with upside to price targets.
BTIG Research has released its top stock picks for 2026, highlighting key investment opportunities and market forecasts for the upcoming years.
Investor Dan Niles shares his top five stock picks for the year 2026, providing insights into his investment strategy and outlook for the stock market.
Bank of America recommends six large-cap chip stocks, including Nvidia, Broadcom, and Lam Research, as top investments for 2026, driven by an expected AI capex surge reaching $1.2 trillion by 2030, despite market volatility.
Morgan Stanley has released its top stock picks for 2026, highlighting Nvidia among other favored investments, indicating a positive outlook for these stocks over the next few years.
Raymond James has released its top stock picks for 2026, highlighting key investment opportunities and strategies for the upcoming year amid market volatility.
Mizuho highlights an under-the-radar stock that could more than triple in value by 2026, making it one of Wall Street's top investment picks for that year.
Bank of America has identified Nvidia and several other stocks as its top investment picks for 2026, highlighting Nvidia's attractive valuation and growth potential.