32 Companies That Will Decide the Future of AI

The global artificial intelligence market is projected to reach $347.05 billion in 2026.

And from there, growth accelerates fast.

Estimates point to a 37% CAGR between 2026 and 2031, pushing total market size to roughly $1.68 trillion by 2031.

So we analyzed 32 artifical intelligence leaders from Coatue’s Fantastic 40 List. Here is what we found.

AI’s strongest positions aren’t in flashy apps—they’re in chips, cloud, and data platforms. These bottlenecks historically capture the majority of long-term returns.

Despite making up a small slice of the list, true model-lab players—like OpenAI, Anthropic, and DeepMind—drive the innovation curve for the entire industry.

Leadership in AI comes from concentrated intellectual horsepower, not broad sector exposure.

Half the value chain sits outside the U.S., driven by semiconductor dominance (Taiwan, Netherlands) and user-data scale (China).

Any “U.S.-only” AI portfolio risks missing 30–50% of the ecosystem’s structural leverage.

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In 2025 Silver gained 161%, breaking the $80 per ounce mark for the first time, while the S&P 500 rose 16.4%.

Looking at recent data, the upward momentum is still strong. Silver prices are up 25% already in 2026.

Here is what’s going on.

Silver’s late-2025 surge follows a familiar pattern: gold breaks out first, silver lags—and then accelerates harder once momentum hits.

That dynamic is repeating now.

The rally is being fueled by a mix of safe-haven demand, geopolitical tensions, and persistent inflation, alongside a jump in industrial usage from solar, EVs, semiconductors, and AI hardware.

Supply is tightening just as investor interest ramps up.

Historically, silver’s biggest runs end with equally sharp reversals—1980 and 2008–2011 being the clearest examples.

Today’s backdrop shows similar signs: high volumes, extended prices, and rising retail excitement.

It doesn’t guarantee a turn, but it does mean volatility is increasing as the rally stretches. Stay safe.

The STOXX 600 index rose 18.9% in 2025, slightly ahead of the S&P 500 at 16.4%, driven by easing inflation, resilient earnings, and improving sentiment.

Here’s what’s in store for Europe in 2026.

Looking ahead to 2026, Goldman Sachs Research expects an 8% total return for the STOXX 600.

The case rests on three pillars: solid global growth, falling interest rates, and rising corporate earnings.

Lower rates would ease financing conditions and support equity multiples, especially for rate-sensitive sectors.

Valuations are not cheap in absolute terms—European stocks sit in the 71st percentile of P/E over the past 25 years.

However, they remain relatively attractive versus other asset classes, including U.S. equities.

Sector-wise, Goldman expects another rotation into cyclicals, with banks, financial services, and technology positioned to benefit most if the macro backdrop remains supportive.

Europe may not be a bargain—but in 2026, it could still offer steady, broad-based returns.

2025 Returns at a Glance

A $10,000 investment one year ago tells a very different story for each stock:

Micron (MU): ~$32,900 → ~+229%

Intel (INTC): ~$24,650 → ~+147%

Nvidia (NVDA): ~$14,090 → ~+41%

Micron clearly led the group, driven by the memory cycle rebound and AI-related demand.

Intel followed with a strong recovery year, while Nvidia—after massive prior gains—delivered more modest returns in 2025.

Recently, a Micron director bought ~$7.8 million worth of stock.

Insider buying at this scale is typically viewed as a confidence signal, especially after a large run-up, since insiders already have heavy exposure to the business.

That said, after a +200% year, expectations are high—future gains likely depend on execution, not hype.

Analysts spend 40–60% of their week on routine data collection and formatting.

Here are 30 tools so you don’t have to.

Market platforms like TradingView, Bloomberg, and Koyfin automate data aggregation.

Research tools like Morningstar, Seeking Alpha, and AlphaSense compress hours of reading into minutes.

Portfolio tools like Portfolio Visualizer and Sharesight handle performance tracking instantly.

Options and quant platforms remove manual calculations entirely.

AI-driven tools now surface insights instead of raw data.

The edge today isn’t access to information—it’s speed, structure, and clarity.