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“I think the AI revolution is real,” Ryan Stever says, but argues the capex is “overdone.” In 2026, we have to figure out “how scalable” AI is and which companies will be dominant, he continues; we also have to find out how much “Main Street matters” to markets as the consumer struggles. His stock picks include Adobe (ADBE), Oracle (ORCL), and Chipotle (CMG).

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Stever: 2026 Focus on AI Scalability and Company Dominance

Schwab Network

Stever: 2026 Focus on AI Scalability and Company Dominance