These are Rosenblatt's favorite stocks for the second half of 2026

The second half of 2026 begins on Wednesday, and investors should buy several technology stocks to maximize their returns before the end of the year, according to analysts at Rosenblatt Securities. The stock market has gathered a lot of momentum since January. Through midday Tuesday, the S & P 500 was up 9.5% in the first half, hitting 24 all-time highs. Those gains were spread across several sectors, including technology, healthcare and finance. As the market enters the second half of 2026, stocks seem poised to continue their climb. All three major stock indexes have rallied in first two days of the week, with the Dow Jones Industrial Average closing at a record high above 52,000 on Monday. Rosenblatt polled its analysts to come up with their best ideas, saying the resulting group of eight stocks offer "attractive risk-reward profiles" entering the second half of 2026. The group takes in a variety of industries, from artificial intelligence to cloud and quantum computing. Among its top picks are Ambarella , Quantinuum and Twilio . Ambarella Ambarella is likely to rally in the latter half of the year, largely due to its massive exposure to the burgeoning physical AI industry, according to Rosenblatt. "We see AMBA as a Physical AI pure play," analyst Kevin Cassidy said Tuesday in the Rosenblatt report. …