Here are Deutsche Bank’s top investment ideas for the third quarter of 2026

The third quarter is about to kick off after strong first half for stocks, with Deutsche Bank seeing strong performances ahead for a select group of names. Analysts at the bank highlighted their top stock ideas for the third quarter, picking 41 names across five sectors ranging from artificial intelligence to healthcare and industrials. Deutsche's "Fresh Money" list gets refreshed every quarter, capturing the bank's top investment ideas for the next 12 months. The list has outperformed the broader market with a 387% return since its inception in the third quarter of 2017, while the S & P 500 is up 351% in that time. Here are some of the names that made the list: Software giant Oracle made the cut. "We believe Oracle is poised for significant growth, driven by its leadership in AI cloud infrastructure and the continued, underappreciated strength of its core cloud, apps, and database businesses," wrote analyst Brad Zelnick. Last week, Oracle stock recorded its worst week since 2001, falling 19% as AI financing concerns escalated. Still, Zelnick thinks the stock is set to outperform on three key drivers: it will continue to be one of the leaders in AI infrastructure, its non-AI revenues are growing rapidly and taking share from larger service providers. The firm has a buy rating on the company with a $300 price target, signaling upside of 103%. ORCL YTD mountain ORCL year to date Another stock that grabbed the bank's attention was Starbucks . …