The Smartest Way to Play the AI Boom in 2026
Oil Tankers Reverse Course on Hopes of Hormuz Reopening Drivers in six states—California, Illinois,… Tom majored in International Business at Amsterdam’s Higher School of Economics and later completed an Executive MBA in Energy Transition at the University of Groningen.… If you've been investing in the AI boom, you probably own most of the same names everyone else does.
Microsoft, Google and Amazon for the cloud.
Maybe Palantir or one of the AI software names.
Possibly TSMC for exposure to the manufacturing layer.
And that playbook has worked well for investors.
NVIDIA alone has minted more wealth in two years than most companies create in a century.
The hyperscalers have all hit fresh highs.
AI software stocks that were speculative bets in 2022 now trade at premium multiples.
But every smart investor should be asking the same question right now.
With most of these names sitting at or near all-time highs, where does the next leg of returns come from? The answer won’t come from the obvious places.
The chip trade, the cloud trade and the software trade have already been priced.
To find the kind of returns that actually move the needle in 2026, you have to look one layer beneath the names everyone is talking about.You have to look at what makes all of it possible.
| Product | Price | Change |
|---|---|---|
| Brent Crude | $102.14/bbl | +0.34% |
| WTI Crude | $96.90/bbl | +0.21% |
| EN590 Diesel | $846/MT | +0.18% |
| Jet Fuel A-1 | $1090/MT | +0.55% |
| Mazut M100 | $450/MT | -0.15% |
| Bitumen 60/70 | $470/MT | +0.08% |
| Sulphur Gran 99.5% | $470/MT | -0.44% |
| Urea 46% Gran | $650/MT | +1.12% |
| NPK 16-16-16 | $460/MT | -0.28% |
| Nat Gas TTF | $15.42/MMBtu | +0.92% |
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