2 Growth Stocks With Big Catalysts in 2026

Core Viewpoint - The S&P 500 has shown remarkable resilience in 2026 despite macroeconomic challenges, leading to speculation about whether the market is ignoring risks or if it is a sign to invest in proven winners as the AI revolution progresses [1][2]. Company Summaries Apple - Apple shares have declined over 3% year to date, despite the anticipation surrounding a significant Siri update and a newly inked AI deal with Google [3][4]. - The partnership with Google positions Apple favorably in the AI landscape, potentially allowing it to gain an advantage with lower spending compared to competitors [5]. - Analysts suggest that 2026 could be a pivotal year for Apple to embrace the AI revolution, with expectations that the stock may outperform modest forecasts ahead of the Siri update [6]. Amazon - Amazon shares have increased nearly 9% year to date, indicating a potential turnaround after lagging behind the market in the previous year [7]. - The company has multiple growth catalysts, including advancements in AWS, warehouse robotics, grocery retail, and AI solutions, which may position it as a significant player in the AI monetization space [8]. - Analysts view Amazon as a standout value pick, trading at less than 35 times trailing price-to-earnings, and believe that its investments in AI will ultimately be seen as beneficial rather than risky [9][10].