Investment Trends For 2026: What's In, What's Out - Micron Technology (NASDAQ:MU)

Core Insights - The market is shifting from the early-stage AI boom of 2025 to broader investment opportunities in 2026, with a focus on companies outside the "Magnificent 7" such as Micron Technology and AI infrastructure firms like GE Vernova [1] Trends Analysis What's IN - Agentic AI systems that execute tasks are gaining traction, replacing general-purpose chat models (LLMs) [5] - Tokenization of real-world assets (RWA) and stablecoins like USDC are becoming mainstream, moving away from passive crypto ETFs [3][5] - The return of IPOs is anticipated, contrasting with speculative late-stage venture capital rounds [5] - Prediction markets are emerging as a new form of event-based hedging, while traditional sports betting is declining [5] - Diversification across sectors is becoming a priority, moving away from over-concentration in major tech giants [5] - Gold and base metals, including gold, silver, and copper, are expected to perform well, while energy commodities like crude oil face bearish outlooks due to oversupply [4][5] What's OUT - General-purpose chat models (LLMs) are being phased out in favor of more specialized AI systems [5] - The popularity of crypto ETFs is waning, leading to "passive wrapper fatigue" [3][5] - Sports betting is losing ground as a pure gambling activity [5] - High-volatility alt-coins are falling out of favor as stablecoins gain importance for real-time settlements [5] - The focus on energy commodities, particularly crude oil, is diminishing due to concerns over oversupply [4][5]