tech
These are Rosenblatt's favorite stocks for the second half of 2026
Rosenblatt's top picks for the second half include Ambarella, Quantinuum and Twilio, among others.
TL;DR
- Rosenblatt Securities analysts suggest buying technology stocks for the second half of 2026.
- The stock market has shown strong momentum, with the S&P 500 and Dow Jones Industrial Average reaching record highs.
- Top stock picks include Ambarella (physical AI), Quantinuum (quantum computing), and Twilio (cloud communications).
- Ambarella is highlighted as a 'Physical AI pure play' with potential for significant gains.
- Quantinuum is considered undervalued with the 'most powerful production quantum computer on earth'.
- Twilio is expected to benefit from AI integration into its voice-based products and cross-selling opportunities.