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Technology
This report is your 2026 Wishlist. These 15 stocks are not just opportunistic trades; they are high conviction “gifts” that we believe are currently mispriced relative to their 2026 earnings potential
The global automobile industry in 2025 is navigating a period of structural transition marked by tightening regulatory pressures, rapid electrification, and evolving consumer expectations. While overall production and sales are witnessing modest growth, momentum remains uneven across regions.
The LLM market is expanding at a strong double-digit CAGR, fueled by enterprise investments and cloud scalability. While cloud remains dominant, hybrid and on-premises models are gaining traction in regulated sectors such as healthcare, finance, and government. The rise of open-source LLMs is also intensifying competition by offering cost-efficient customization.
Emerging trends are taking these capabilities even further. Multimodal AI is integrating text, image, and audio analysis to create richer, more context-aware systems. AI agents and autonomous workflows are redefining business operations by handling complex, multi-step tasks with minimal human oversight.
OpenAI, the creator of ChatGPT, GPT-4, and DALL·E, leads the market with a focus on generative and conversational AI. Its models have achieved broad commercial adoption across industries, enabling applications in automation, data analytics, education, and creative content generation. Backed by Microsoft and a growing enterprise ecosystem, OpenAI has built a strong foundation for scalability and profitability. Its primary strength lies in its ecosystem integration and real-world deployment; however, it faces challenges related to data privacy, regulatory scrutiny, and maintaining ethical AI standards at scale.
The Magnificent 7 companies have delivered mixed results in the 9MFY25. While some giants like Nvidia and Alphabet have seen
significant growth, others, such as Amazon and Apple have struggled. Overall, the Magnificent 7 companies remain dominant players in their respective industries, but their performance has been varied, reflecting the dynamic and competitive nature of the tech sector.
The robotics industry continues to experience transformative growth, driven by advancements in artificial intelligence, automation, and machine learning. In 2025, robotics is no longer limited to manufacturing; its adoption spans healthcare, logistics, retail, defense, and consumer applications. The convergence of AI and robotics has enabled machines to perform complex tasks with precision, efficiency, and adaptability, unlocking new value across industries.
CyberArk’s category-defining platform in Privileged Access Management (PAM) and its expansion into machine identity and identity governance aligns seamlessly with PANW’s vision for platformization and real-time threat response, enabled by AI. This transaction establishes identity as PANW’s fifth major platform after network, SASE, cloud, and SOC automation, and is anticipated to expand PANW’s total addressable market (TAM) by an additional $29bn.
A key trend shaping the market is the rise of generative AI and on-device intelligence, enabling smartphones to deliver personalized user experiences, predictive functionalities, and advanced automation. Mid-tier and premium devices are increasingly adopting these features, expanding accessibility across wider consumer segments.
The global quantum technologies market which includes computing, communication, and sensing is expected to expand significantly over the next decade.
Artificial intelligence (AI) funding in 2025 has remained robust, though the market reflects a shift from broad-based enthusiasm to more concentrated, high-value investments.
Facing heightened policy uncertainty, escalating trade conflicts, and regulatory reversals under a second Trump administration, investors are entering a landscape where volatility is likely to be elevated and episodic.