Browsing: stocks

Shopify Inc.(NASDAQ:SHOP) and Take-Two Interactive Software Inc.(NASDAQ:TTWO) remain JPMorgan’s highest-conviction consumer technology investments, but the New York-based bank says investors shouldn’t overlook a handful of smaller companies benefiting from long-term trends including artificial intelligence, digital transformation and expanding online marketplaces.

The artificial intelligence sector continues to dominate investment conversations in 2026, with the global AI market projected to exceed $500 billion by year-end. Major technology companies are aggressively expanding their AI capabilities, creating substantial opportunities for investors who can identify the winners in this transformative space. NVIDIA remains the undisputed leader in AI infrastructure, commanding…

Global consumer electronics stocks are caught between rising chip costs, political tussles over US factory subsidies, and fresh questions about sourcing from blacklisted Chinese suppliers. For investors, this mix of supply squeeze, pricing power, and policy risk can create both pressure and openings across the sector. This article focuses on how these cross currents touch…