TOP Stocks for second half of 2026 - SPCX, AVGO and moreSpace Exploration Technologies CorpBATS:SPCXCrypto-Check-Hi All ✌️ In this post, I'll be doing a stock market update for stocks to look at in the second half of 2026 The strongest large-cap theme right now is still AI infrastructure and enterprise cloud, with the biggest money concentrating in companies that are showing real revenue growth. I’ve used current prices and today’s trading volumes. NVIDIA (NVDA) Nvidia is still the cleanest AI infrastructure name on the board and the clearest stock to watch for the second half of 2026. Price now: around $210.17 Trading volume: 120.3M shares in the last day. Its latest quarter delivered record revenue of $81.6B, record data center revenue of $75.2B, and Q2 fiscal 2027 guidance of $91.0B, plus or minus 2%. Nvidia also announced Vera Rubin, its next platform for agentic AI, and expanded its buyback authorization by $80B. Analyst consensus currently sits around $298.93 over 12 months. 👉Price Targets: 6-Month Outlook: watch the Blackwell and Vera Rubin ramp, plus the next earnings report on August 26, 2026. 12-Month Outlook: $298 – $310. Microsoft (MSFT) Microsoft remains one of the most reliable enterprise AI and cloud compounders heading into H2 2026. Price now: around $378.08 Trading volume: 37.0M shares in the last day. Microsoft’s latest quarter showed revenue of $82.9B, Azure and other cloud services up 40%, Microsoft Cloud revenue up 29%, and AI business annualized revenue run rate above $37B, up 123% year over year. Recent June 2026 announcements from KPMG, Atos, and NHS England also show continued enterprise Copilot and Agent 365 adoption. Analyst consensus is around $565.62. 👉Price Targets: 6-Month Outlook: watch enterprise AI rollouts and the next earnings cycle. 12-Month Outlook: $550 – $575. Alphabet (GOOGL) Alphabet is quietly one of the strongest AI and cloud setups for the rest of 2026. Price now: around $368.90 Trading volume: 21.3M shares in the last day. Alphabet’s Q1 2026 results showed Google Cloud revenue up 63% to $20B, cloud backlog nearly doubled to $462B, and full-year 2026 capex guidance of $180B to $190B. Management also said 2027 capex should increase significantly versus 2026, which tells you AI infrastructure spending is still accelerating. Consensus 12-month target is around $431.19. 👉Price Targets: 6-Month Outlook: watch cloud backlog conversion and continued AI search monetization. 12-Month Outlook: $425 – $435. Amazon (AMZN) Amazon is still a strong H2 2026 watchlist stock because AWS is re-accelerating and the AI buildout is showing up in the numbers. Price now: around $243.37 Trading volume: 45.5M shares in the last day. Amazon’s latest quarter showed net sales up 17% to $181.5B, AWS sales up 28%, and AWS operating income up to $14.2B. The company also said its chips business topped a $20B revenue run rate and that investment in AI continued to drive the increase in capex. AWS’s June 17, 2026 announcements added new Bedrock AgentCore capabilities, including web search for grounded agent responses. Analyst consensus is around $312.99. 👉Price Targets: 6-Month Outlook: watch AWS product adoption and the next earnings cycle. 12-Month Outlook: $305 – $315. Broadcom (AVGO) Broadcom is the higher-volatility AI infrastructure name on this list, but the long-term demand picture is still very strong. Price now: around $410.90 Trading volume: 22.3M shares in the last day. Broadcom’s latest quarter delivered revenue of $22.19B, up 48% year over year, while AI semiconductor revenue reached $10.8B, up 143% year over year. The company guided Q3 AI semiconductor revenue to $16.0B, which would be more than 200% growth year over year. Reuters also reported the stock fell after the June 3 results because revenue came in below expectations and management left the long-term $100B AI chip sales view unchanged. Analyst consensus is around $501.58. 👉Price Targets: 6-Month Outlook: watch whether the market gives it credit again after the June 3 miss. 12-Month Outlook: $495 – $505. If you look at where the money is actually moving right now, Nvidia and Broadcom are the most direct AI hardware plays, Alphabet and Microsoft are the enterprise AI platform names, and Amazon adds AWS scale plus a broader AI ecosystem. Broadcom is the one with the most obvious near-term disappointment risk after its June 3 earnings reaction, but the underlying AI demand backdrop is still strong across the group.