Bloomberg Intelligence BI Weekend: 50 Companies to Watch, Ford Charges, McKinsey Cuts
Dec 19, 2025
Tim Craighead, Global Chief Content Officer at Bloomberg Intelligence, shares insights on the '50 Companies to Watch in 2026,' highlighting potential game changers like Anilin Pharma and Canada Goose. He reveals AI-driven opportunities in sectors such as data centers. Zeke Faux, an investigative reporter, dives into the Trump family's meme-coin ventures, exposing a mysterious network behind these crypto activities and the aftermath of the meme coin bubble. Their discussions offer a mix of market foresight and intriguing investigative storytelling.
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50 High‑Conviction Names For 2026
- Bloomberg Intelligence selected 50 high-conviction companies with catalysts expected in 2026.
- Major themes are new product rollouts and AI-related enabling technologies driving differentiation.
AI Winners Are Often Enablers
- The AI opportunity extends beyond big LLMs to chipmakers, semiconductor equipment, data centers and construction firms.
- Companies like Lam Research, TSMC and data‑center builders can benefit from AI infrastructure demand.
Watch For Cyclical And Competitive Risks
- Some picks carry downside risk from cyclical pressure, competition or shifting investment priorities.
- Examples include Air France-KLM, China Railway Group and firms facing new European entrants like Dino Polska.