EXCLUSIVE: AI, Nuclear, Quantum, Space — Jay Woods Says One Will Lead The Stock Market in 2026

Group 1: Investment Themes - The four key investment themes for 2026 are artificial intelligence (AI), quantum, nuclear, and space, with a focus on quantum as a promising area for growth [2][3] - Freedom Capital Markets Chief Market Strategist Jay Woods predicts lower gains for the S&P 500 in 2026 compared to 2025, emphasizing the potential of quantum stocks due to ongoing contract awards [2] Group 2: Company Insights - Rigetti Computing (NASDAQ:RGTI) is identified as a notable quantum stock, with Woods having sold 70% of his initial holdings after a significant price increase but still maintaining interest in the sector [3] - Salesforce Inc (NYSE:CRM) and Adobe Inc (NASDAQ:ADBE) are highlighted as companies in the AI space, with Salesforce facing challenges despite initial promise and Adobe experiencing competitive pressures [4][5] - Nvidia (NASDAQ:NVDA), Micron Technology (NASDAQ:MU), and Broadcom Inc (NASDAQ:AVGO) are recognized as companies performing well in the AI sector, indicating a need for more research when investing in AI-related stocks [5][6]