Group 1: Alphabet (Google) - Alphabet has shown significant gains over the past year, with expectations for continued growth driven by its artificial intelligence (AI) initiatives [2][3] - Google Cloud's backlog increased by 55% quarter over quarter and more than doubled year over year to $240 billion, indicating strong demand for its services [3][4] - The annual revenue run rate for Google Cloud at the end of 2025 was approximately $70 billion, highlighting the substantial growth potential as the backlog converts to recognized revenue [4] - The introduction of Google Antigravity, a platform utilizing AI agents, has been well-received by developers and is expected to enhance Alphabet's offerings in the advertising space [5] Group 2: BeOne Medicines - BeOne Medicines, previously known as BeiGene, is anticipated to have three significant catalysts in 2026, particularly with its leading drug, Brukinsa [6][7] - Brukinsa has become the top BTK inhibitor in the market, gaining market share from the previous leader, Imbruvica [7] - The company plans to announce results from a Phase 3 study for Brukinsa in combination with rituximab as a first-line treatment for mantle cell lymphoma in the first half of 2026, which could further boost its market position [7]