Even after huge gains in AI stocks, productivity gains from advanced chips and AI tools could drive another phase of growth in 2026. That’s the view of investor Jed Ellerbroek of Argent Capital.
In our latest Ticker Take episode, Ellerbroek highlighted 10 stocks he expects to benefit from AI’s next phase. As always, this is not financial advice.

Chapters:
0:00 Intro
0:16 Can AI socks keep climbing?
0:50 Why semiconductor spending will keep growing.
2:57 Stock 1 - Nvidia (NVDA)
4:00 Stock 2 - Applied Materials (AMAT)
5:15 Stock 3 - Broadcom (AVGO)
6:52 Stock 4 - Amazon (AMZN)
8:28 Stock 5 - Alphabet (GOOG)
10:13 Stock 6 - Microsoft (MSFT)
11:12 Stock 7 - Meta (META)
12:32 Stock 8 - ServiceNow (NOW)
13:58 Stock 9 - Tyler Technologies (TYL)
15:57 Stock 10 - Apollo Global Management (APO)

Our thanks to Jed for joining us on Ticker Take! You can learn more about him here: https://argentcapital.com/team_member/jed-ellerbroek-jr-cfa/

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About me:
I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take!

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