10 Industry Themes for 2026

This report outlines 10 key industry themes for 2026, focusing on the impacts of AI, agentic workflows, and the evolving digital landscape in US Internet and Entertainment sectors.

Key Takeaways

• 1.AI investment cycles remain elevated with hyperscalers driving infrastructure build-out to support training and inference.
• 2.Agentic workflows and agentic commerce are emerging as key drivers of consumer and enterprise computing interfaces.
• 3.Platforms are increasingly balancing growth with incremental investment, prioritizing long-term ROI and operational discipline.

Table of Contents

• Summary of 10 Themes
• Digital Advertising
• eCommerce
• Streaming Media & Subscriptions
• Online Travel
• Mobility/Delivery Platforms
• Gaming (PC, Console, Mobile)
• Online Dating
• US Online Gambling
• Summary of Buy Rated Large-Cap Stocks
• Theme #1: The AI Investment Cycle
• Theme #2: The Rise of Agentic Workflows
• Theme #3: Is Agentic Commerce the Next Interface at the Intersection of Ads and Shopping?
• Theme #4: Local Commerce
• Theme #5: The Future of Mobility Networks
• Theme #6: How will Local Experiences Impact the Global Travel Landscape?
• Theme #7: The (R)evolution of Interactive Entertainment
• Theme #8: The Health & Wellness Market Opportunity
• Theme #9: The Long-Term Transition from Desktop/Mobile to Spatial Computing
• Theme #10: Striking a (Delicate) Balance Between Growth & Incremental Investments Into 2026 & Beyond

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