As Tech Stocks Stumble Industrials Are A Buy in 2026 (And 3 Stocks Leading the Way)
Industrial stocks delivered steady growth in 2025 while tech volatility rattled portfolios. Specialty chemicals and industrial gas companies expanded margins and generated resilient cash flows. The Nasdaq-100 has declined 2.3% year-to-date through February 17, creating a contrasting backdrop for industrial sector performance. With prediction markets pricing just 22.5% recession odds through 2026, these essential-product manufacturers continue serving steady industrial demand.
Read MoreMeet the $54 Billion Fund Manager Nobody’s Talking About
Typically, anyone who manages tens of billions of dollars would garner heavy publicity. There are exceptions, though, and one particular fund manager mysteriously gets left out of the cultural conversation.
It just goes to show that not everyone in the billionaire class is a household name. Today, we’ll unveil an individual who oversees over $50 billion in assets under management (AUM) and why his firm may be among 2026’s most notable businesses.
» Read more about: Meet the $54 Billion Fund Manager Nobody’s Talking About »
Read MoreRetail ETFs in Spotlight as US Releases Holiday Season Report Card
The final reading on the 2025 holiday shopping season was released last week, and it delivered a lump of coal to investors. As per the U.S. Census Bureau report released on Feb. 10, 2026, advance estimates showed that December 2025 retail sales remained virtually flat at $735.0 billion, missing economists’ expectations of a 0.5% monthly increase.
» Read more about: Retail ETFs in Spotlight as US Releases Holiday Season Report Card »
Read MoreBitwise Seeks SEC Approval for ETFs Based on 2028 Election Predictions
TLDR
- Bitwise has filed a prospectus with the SEC to launch ETFs that invest in event contracts tied to the 2028 U.S. presidential election.
- The proposed ETFs will hold event contracts whose value fluctuates based on political outcomes,
» Read more about: Bitwise Seeks SEC Approval for ETFs Based on 2028 Election Predictions »
Read MoreAs Nvidia Ditches Applied Digital Stock, Should You?
Applied Digital Corporation (APLD) is standing squarely at the epicenter of the artificial intelligence (AI) surge. As a developer and owner of AI-focused data centers, the company is riding the infrastructure wave that powers the boom. In just the past year, the stock delivered a three-digit return, firmly placing it among the year’s standout performers.
» Read more about: As Nvidia Ditches Applied Digital Stock, Should You? »
Read MoreThe Burst
1 Rare Stock Buffett Is Buying
Warren Buffett has spent 2024 stockpiling cash, even going so far as to sell off sizeable pieces of some of his largest investments. Recently, though, Berkshire Hathaway announced that it had made some modest acquisitions, including the addition of nearly 388,000 shares of domain name registry service Verisign (NASDAQ:VRSN).
These purchases brought Berkshire Hathaway’s holdings in Verisign to 13.2 million shares,
» Read more about: 1 Rare Stock Buffett Is Buying »
Read MoreThe Ivy
Wall Street’s Favorite Sleeper in the AI Infrastructure Boom?
Data streaming might sound like a back-office technology, the kind of thing only engineers care about, but it’s quickly becoming a foundational pillar of the digital world. And while most investors are busy chasing flashy AI stocks, one lesser-known name sits quietly at the heart of this infrastructure shift, Confluent (NASDAQ: CFLT).
» Read more about: Wall Street’s Favorite Sleeper in the AI Infrastructure Boom? »
Read MoreThe Spotlight
Spotlight: What to Buy If Things Get Crazy Soon
Among the first lessons any great investor learns is “Don’t Fight The Fed.” Simply put, it means when the Fed is accommodative and engaging in quantitative easing, money is cheap and economies boom. Some call this the Fed Put because as markets fall, the Federal Reserve acts swiftly to provide liquid support by buying bonds.
» Read more about: Spotlight: What to Buy If Things Get Crazy Soon »