US Equity Strategy: Top Stock Ideas

This report provides a 2Q26 US equity strategy outlook, identifying 10 high-conviction 'Buy' rated stock ideas across multiple sectors. It emphasizes the resilience of companies exposed to AI infrastructure and cloud growth despite concerns regarding capital expenditure levels.

Key Takeaways

• 1.HSBC highlights 10 Buy-rated US equities that are well-positioned to outperform entering the 2Q earnings season.
• 2.The research focuses heavily on AI infrastructure buildout beneficiaries, including leaders in data center power, tech platforms, and semiconductor-related infrastructure.

Table of Contents

• Identifying potential outperformers ahead of 2Q earnings
• Buy-rated ideas
• Valuation and risks
• HSBC Alphabet SOTP valuation
• Disclosure appendix

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