Barron's Midyear 2026 Stock Picks Roundtable

Jul 11, 2026

Uploaded by Patrick

Midyear 2026 Barron’s U.S. edition highlights a market outlook built around “bargains,” including opportunities linked to AI, while emphasizing that promising stocks may remain investable even if AI-focused trades weaken. The centerpiece features a midyear roundtable with panelists naming multiple companies and providing a scorecard for earlier picks. Additional sections cover newly listed technology themes, PC-related AI exposure for major software/hardware beneficiaries, and commentary on U.S. ownership of companies.

LanguageEnglish

CategoryResearch & Report

FormatPDF

Pages64

Reading Time2 h 41 min

AccessFree to download

Contents

Cover Story

Features

Columns

Departments

Index of Companies

This edition of %was originally published in the United States and reprinted locally for regional distribution . NEW LIFE FOR THE MAG SEVEN • PAGE 3 3 VOL. CVI NO. 28 JULY 13, 2026 U.S. EDITION Midyear 2026 63142 > The stock market is still full of bargains, including some tied to AI. 45 picks from our panelists. PAGE 14 CONTENTS 07.13.26 VOL. CVI NO.28 14 COVER STORY 45 Picks From Our Midyear Roundtable Pros From AGNC andAnnaly to Vulcan and Zebra Technologies, our panelists name a host of promising companies that can thrive even if the AI trade fizzles. Plus, areport card of their previous picks. LAUREN R. RUBLIN FEATURES 9 Why Newly Listed Chip Maker SK Hynix Will Be an AI Winner ADAM CLARK 13 AI Is Coming for PCs. Logitech Stock Is Set to Benefit. DAN VICTOR 62 Other Voices: U.S. Ownership of Companies Could Be Corrosive CHRISTOPHER SMART | © 2026 Dow Jones & Company, Inc. All Rights Reserved. | | --- | | Our newspapers are 100% sourced from sustainable certified mills. | BARRON’S (USPS 044-700) (ISSN 1077-8039) Published every Monday. Editorial and Publication Headquarters: 1211 Avenue of the Americas, New York, N.Y. 10036. Periodicals postage paid at Chicopee, MA and other mailing offices. Postmaster: Send address changes to Barron’s, 200 Burnett Rd., Chicopee, MA 01020 10 NICK DEVOR Pokémon and Baseball Cards Are Gambling’s New Frontier The social-media-fueled hype over trading cards is raising concerns that children are being coaxed into addictive behaviors. The industry, meanwhile, is free to play by its own rules. COLUMNS 5 ANDY SERWER — UP & DOWN WALL STREET 7 JACK HOUGH — STREETWISE 30 ANDREW BARY — INCOME INVESTING 31 RANDALL W. FORSYTH —THE ECONOMY 32 ADAM LEVINE —TECH TRADER 33 TERESA RIVAS —THE TRADER 37 DEBBIE CARLSON — FUNDS 37 CRAIG MELLOW — INTERNATIONAL TRADER 38 STEVEN M. SEARS — STRIKING PRICE 63 ELIZABETH O’BRIEN — RETIREMENT DEPARTMENTS 4 INDEXOF COMPANIES 8 REVIEW & PREVIEW 39 INSIDE SCOOP, 13DS 40 WINNERS & LOSERS 41 RESEARCH REPORTS 63 MAILBAG ON THE COVER Photographs by Jake Chessum; photograph by Chris Floyd (Giroux) ON TELEVISION Tune in Saturday and Sunday at 9:30 a.m. and 10:30 a. m. ET. to Barron’s Roundtable on Fox Business. Photograph by Scott Semler Get the stock picks others miss. Exclusive picks. Early access. Expert-selected small caps and market movers. © 2026 Dow Jones & Co., Inc. All Rights Reserved. 4DJ0984 | INDEX | Our index lists significant companies mentioned in stories and columns, | For Customer Service, call 1 (800) 544-0422, or go to | | --- | --- | --- | | | plus Research Reports, and Corrections & Amplifications. The references | [customercenter.barrons.com. For](customercenter.barrons.com. For) reprints of articles, | | | are to the first page of the item in which the company is mentioned. | call 1 (800) 843-0008, [or go to djreprints.com](or go to djreprints.com). | A AbbVie .................................... 19 Advanced Micro Devices ...................20 AGNC Investment ......................... 26 Albertsons ................................. 34 Alnylam Pharmaceuticals .................. 19 Alphabet........................15,31,32,33,38 Alvotech ................................... 39 [Amazon.com ........................ 6](Amazon.com ........................ 6),15,31,38 American Water Works .................... 25 Annaly Capital Management ............... 26 Apogee Therapeutics ...................... 19 Apple ................................. 8,31,38 Arista Networks ........................... 28 Ascendis Pharma .......................... 19 ASML Holding ......................... 7,8,28 Aurora Innovation ......................... 20 B Bending Spoons ........................... 16 BlackRock ............................... 8,63 Booking Holdings ..........................24 Boston Scientific .......................

FAQs

What is the focus of the midyear roundtable in this edition?

Panelists name promising companies that could thrive even if the AI trade cools, and they include a report card on earlier picks.

What kinds of investing opportunities does the introduction emphasize?

The edition emphasizes “bargains” in the stock market, including some opportunities tied to AI.

Which major sections are included beyond the cover story?

It includes features, columns, departments such as reviews and winners/losers, and an index listing significant companies mentioned.

Jul 11, 2026

Uploaded by Patrick