Zacks.com Analyst Blog highlights the impact of AI, defense, and quantum technologies on investing in 2026. Global growth is predicted to slow to 2.7% this year due to trade tensions and policy uncertainty. The Pax Silica initiative aims to secure semiconductor and AI supply chains, with NVIDIA, Lockheed Martin, and IBM as top stock picks in this realm.

In response to changing geopolitics, nations are joining coalitions like Pax Silica to secure technology supply chains. Qatar, UAE, and soon India are part of this initiative, highlighting the strategic importance of advanced technology. NVIDIA, Lockheed Martin, and IBM are recommended stocks at the intersection of technology and national security priorities.

NVIDIA, with a Zacks Rank #3, expects 55.2% earnings growth in fiscal 2027. Lockheed Martin, also ranked #3, anticipates a 33.9% earnings increase in 2026. IBM, ranked #2, projects 7.5% earnings growth this year. These companies are well-positioned in AI infrastructure, defense, and quantum computing.

Zacks Director of Research Sheraz Mian handpicked the top 10 stocks for 2026, with the Zacks Top 10 Stocks portfolio gaining over 2,530.8% since 2012. NVIDIA, Lockheed Martin, IBM, Microsoft, and Palantir are among the highlighted companies. These stock recommendations are based on strong growth potential and alignment with current market trends.

Read more at Nasdaq: The Zacks Analyst Blog Highlights NVIDIA, Lockheed Martin, IBM, Microsoft and Palantir