Daniel Newman, CEO of The Futurum Group, shares the 5 tech stocks he believes will lead the market in 2026.
00:00 Introduction: Daniel Newman on 2026 Tech Picks
00:00:17 Micron: Memory’s Multi-Year Opportunity
00:01:10 Intel: Upside After Strong Performance
00:01:53 Qualcomm: Physical AI & Robotics
00:02:44 Amazon: Leading Physical AI & Logistics
00:03:42 Meta: Turning Underperformance Around
00:04:30 Mega-Cap Tech: Holding Alphabet, Apple & Microsoft
00:05:41 Beyond Smartphones: Wearables & the the Future
00:06:36 Will Tech Dominate in 2026?
Transcript:
Caroline Woods:
Here with his top tech picks for 2026 is Daniel Newman, the CEO of the Futurum Group. Daniel, great to have you. Good to be with you. So let’s get right into it. Not in any particular order, but Micron—top pick, up 20% in 2026 already and still undervalued.
Daniel Newman:
It is running, but it’s still trading in that low double-digit forward multiple. And you have a multi-year, likely multi-decade cycle for memory. A few years ago it was all about GPUs and Nvidia, and now it’s all about memory. The shortage is real. The capacity constraints are real. They have unlimited margin control. And here’s the one big thing, Caroline, that’s different about it: for the first time, I think the boom-bust cycle for memory is going to be different. In the past, the bust cycle has always been really bad. It’s made investors very nervous. AI is a long cycle, and this memory demand is likely going to stay intact for a number of years ahead.
Caroline Woods:
Also on your list was once a big underperformer, but has been a huge overperformer really for the past year—Intel, up about 140% over the past year. Tell us why Intel is still a top pick for you.
Daniel Newman:
But still nowhere near its all-time highs. And this is a company that’s been through it. But President Donald Trump, Nvidia CEO Jensen Huang, SoftBank, and a number of others have really put their money where their mouth is and said Intel needs to be the United States’ chip manufacturing champion. So they’re going to keep making chips for PCs. They’re going to keep making chips for data centers. What I think is going to happen in 2026 is announcements of Intel Foundry winning significant designs for future chips on its 14-day process. We’re going to hear about it in ’26. It’s going to start to really happen in about ’28. But you know, it’s the market—it always runs ahead.
Caroline Woods:
And then Qualcomm is also on your list.
Daniel Newman:
Yeah, that’s why I’ve been banging the gavel. They’ve done a wonderful job moving into automotive. But really, they had a great CES. They announced a whole robotics platform—humanoid robots. This is a company that really specializes in bringing low power and performance together. They’ve done it in handsets and phones for a long time. But the future is going to be physical AI. It’s going to be autonomous. It’s going to be robots. Qualcomm’s playing in all three. Another stock that trades in low double-digit multiples. It’s been well underappreciated. I wouldn’t even call it frustrating—Caroline, it is a frustrating stock. But if you look at the business, the growth, the performance, and the markets it’s in, it’s an interesting bet if you’re looking for underperforming names.
Caroline Woods:
And then you do have a few Magnificent Seven names on your list. I see Amazon on here. You say it’s the biggest beneficiary of physical AI. Physical definitely seems to be on trend for 2026. Tell us why.
Daniel Newman:
The next multi-trillion-dollar TAM is robotics and physical AI right outside the data center—and Amazon has both. Amazon was a little slow getting off the blocks with its data center and AI business, but it’s added a lot of capacity. So that AWS business, which is really the golden goose of Amazon, is performing well. Its ads business is performing well. Its merchant business is performing very well. And now it has the opportunity to optimize all of its facilities and deliver a next-generation commerce experience, taking all kinds of costs out. Remember, they’ve already built advanced distribution centers with robotics. But when they can add autonomous vehicles, drones, and warehouses with 10% of today’s overhead, they can finally turn commerce into a profit center. I think we start to see that in 2026. I also like it because it grossly underperformed—it hasn’t really run with so many other names.
Caroline Woods:
And then Meta is also on there.
Daniel Newman:
Look, Meta did about half as well as the S&P last year. But Mark’s been in the lab, and I think he’s cooking up something good. All that investment in talent is going to pay off. The market always wants immediate returns, but he’s willing to play the long game.
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