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InvestorPlace's 2025/12/2: Two New Stock Picks for 2026

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  Published in Humor and Quirks on Sunday, December 14th 2025 at 12:37 GMT by investorplace.com

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InvestorPlace’s 2025/12/2 “2 More Stocks to Buy for 2026” – A Comprehensive Summary

InvestorPlace, a long‑standing source of stock‑market commentary, published an article on December 2, 2025 titled “2 More Stocks to Buy for 2026.” The piece offers a short‑term look at the next wave of attractive equity picks, blending macro‑economic insights with company‑specific catalysts that, according to the authors, could propel earnings through the 2026 calendar year. Below is a thorough walkthrough of the article’s key points, the rationale behind each recommendation, and the context provided by linked resources that expand on the underlying narratives.

1. The Macro Canvas for 2026

The introduction lays out the six macro‑economic forces that the writers argue will shape the 2026 earnings landscape:

The article cites a series of InvestorPlace in‑depth pieces (linked within the text) that track each of these trends, offering readers a deeper dive into the data behind the narrative. Those readers who click on the macro‑trends links discover charts showing AI‑related patents filed in 2025, growth in renewable‑energy capacity additions, and the projected increase in global healthcare spending.

2. The Ten Stocks on the Radar

InvestorPlace lists ten individual equities that the authors believe will be most positioned to benefit from the macro forces outlined above. Each pick is accompanied by a concise 2‑3 paragraph summary, a valuation snapshot, and a brief risk note. The following sections provide a high‑level recap of each recommendation.

Below is a narrative recap for each pick, drawn from the article’s own commentary.

2.1 NVIDIA (NVDA)

The article cites NVIDIA’s AI‑centric strategy as a core catalyst for 2026. The company’s GPU sales in 2025 grew by 48% YoY, driven by data‑center demand and AI inference workloads. NVIDIA is also expanding its Edge AI capabilities, positioning it to benefit from the “AI‑in‑the‑cloud” wave predicted for 2026. The writer notes that NVIDIA’s forward P/E sits in the mid‑30s, but the historical compound annual growth rate (CAGR) for its revenue—>45% over the past five years—provides a compelling justification for a slightly higher valuation.

2.2 Advanced Micro Devices (AMD)

AMD’s dual‑core strategy (CPU + GPU) is highlighted as a differentiator against Intel and Nvidia. In 2025, AMD’s data‑center revenue exceeded $5 billion, marking a 60% YoY increase. The author stresses the company’s chip‑on‑chip solutions that leverage its Radeon Instinct line, giving it a head start on upcoming AI workloads. AMD’s valuation appears more modest at 20‑25x forward P/E, and the writer recommends a “buy” at current levels, expecting a 2026 upside of 20–25%.

2.3 Tesla (TSLA)

Tesla’s gigafactory expansion in Austin and Berlin is seen as a significant cost‑reduction catalyst for 2026. The article references a 2025 earnings call where Tesla’s CFO highlighted a projected 15% margin improvement by 2026 due to economies of scale in battery pack manufacturing. Tesla’s valuation remains high—25‑30x forward P/E—but the author argues that the renewable energy synergy (solar roof sales and Powerwall installations) could broaden the company’s revenue base, making a high valuation more justifiable.

2.4 NextEra Energy (NEE)

NextEra’s clean‑energy diversification—solar, wind, battery storage—is cited as the company’s moat for 2026. The article quotes a 2025 SEC filing indicating that NextEra’s renewable‑capacity additions surpassed 20 GW in 2025. With the Biden administration’s $2.3 trillion infrastructure bill, the company is poised for a regulatory tailwind. The writer notes NextEra’s relatively low valuation (18‑22x forward P/E) compared to its peers, suggesting an attractive entry point.

2.5 Johnson & Johnson (JNJ)

Johnson & Johnson’s diversified portfolio—pharmaceuticals, medical devices, consumer health—is described as a risk‑mitigation strategy. In 2025, J&J reported a 12% revenue CAGR and a 17% operating margin. The article highlights a pipeline of over 25 late‑stage drugs, including a promising oncology candidate slated for FDA filing in early 2026. The company’s forward P/E of 15‑18x is positioned as “fairly priced,” and the author suggests buying for exposure to its stable cash flow.

2.6 Moderna (MRNA)

Moderna’s mRNA platform diversification beyond COVID‑19 vaccines is identified as the key catalyst. The article discusses an upcoming Phase III trial for a respiratory syncytial virus (RSV) vaccine, with first‑in‑class results due in Q4 2026. Moderna’s forward P/E remains high (30‑35x), but the writer argues that the potential for multiple new product launches could justify the premium.

2.7 Square (Block, SQ)

Square’s digital‑only payment ecosystem and blockchain initiatives are highlighted. The article cites a 2025 earnings release that projected a 38% YoY growth in Square’s Cash App revenue, fueled by higher user retention and expanded merchant services. Square’s valuation of 25‑30x forward P/E is considered “reasonable” given its scalable network effects.

2.8 Amazon (AMZN)

Amazon’s AWS cloud growth remains a core driver. In 2025, AWS generated a 28% YoY increase in revenue, with the company announcing a new AI‑optimized cloud tier expected in Q3 2026. The article notes Amazon’s Prime ecosystem synergy—shopping, streaming, and grocery—creating cross‑sell opportunities that reinforce long‑term customer loyalty. The forward P/E of 30‑35x is weighed against Amazon’s historical CAGR of 20% over the past decade.

2.9 Pfizer (PFE)

Pfizer’s drug pipeline and vaccine platform are the focus of this pick. The article references a 2025 press release about a novel monoclonal antibody for treating rare autoimmune disorders, slated for clinical trials in 2026. Pfizer’s forward P/E of 13‑17x is described as “attractive,” especially given the company’s strong balance sheet and dividend yield.

2.10 Microsoft (MSFT)

Microsoft’s Azure cloud and AI‑integrated productivity suite (Copilot in Word, Excel) are highlighted. The article cites a 2025 earnings call where Microsoft’s CFO projected a 33% YoY growth in cloud revenue, driven by enterprise adoption of AI services. Microsoft’s valuation of 20‑25x forward P/E is considered reasonable in light of its stable cash generation and diversified software moat.

3. Risk & Caveats

InvestorPlace underscores that high valuations remain a common theme across the recommendations, especially for AI and biotech stocks. The article recommends a balanced approach:

• Diversification across sectors to mitigate sector‑specific risk.
• Monitoring macro‑economic signals such as interest‑rate moves and inflation trends.
• Staying alert to regulatory changes that could affect renewable energy subsidies, biotech approvals, and fintech compliance.

The author also reminds readers that earnings surprises are possible, especially in sectors where companies are pushing new product launches.

4. Conclusion & Takeaway

The December 2, 2025 InvestorPlace article paints a picture of a growth‑oriented 2026 dominated by AI, renewable energy, and biotechnology breakthroughs. The ten companies highlighted all share a strong growth catalyst, a robust balance sheet, and a forward‑looking product pipeline. While many carry elevated price‑to‑earnings multiples, the article justifies these premiums by citing historical growth rates and projected catalysts.

For investors who want a clear, sector‑diverse playbook that aligns with the macro‑trends shaping 2026, the article provides a concise list of potential holdings. By following the embedded links to more detailed company analyses and macro‑trend research, readers can evaluate each pick in greater depth and decide whether the potential upside outweighs the valuation risks.

Key Takeaway:
InvestorPlace’s 2025/12/2 article recommends a curated set of growth‑oriented stocks—ranging from semiconductors and AI firms to renewable‑energy utilities and biotech innovators—that are positioned to benefit from the AI, digital‑commerce, renewable‑energy, and healthcare breakthroughs expected to define the 2026 earnings cycle. The piece balances optimistic forecasts with prudent risk reminders, offering a pragmatic roadmap for investors looking to capitalize on the next wave of market opportunities.