"The industrial names, especially those in construction and engineering, I think there's a long runway," Hennessy Funds' Josh Wein says.

Some experts are sensing a need to take a step back and prepare for a 'welcome to reality' moment.

Rigetti, D-Wave, IonQ and other quantum stocks are jumping after the U.S. government finalized major investments in the emerging technology. Shares in the five most prominent quantum computing companies are rising today despite a larger market pullback.

This combination of growth potential and stability makes large-cap stocks worth considering as we close out 2026. The seven stocks below span a wide array of sectors, but all have market values of more than $100 billion, representing some of the most entrenched names on Wall Street.

Investors are focused on strong corporate earnings and A.I., while looking past the war in Iran. But rising interest rates are an increasing risk to the rally.

GE Aerospace bought a casting company that could have fit nicely with SpaceX.

The relative returns for Japanese and U.K. equities reach between 2% and 3% on average following the first interest-rate raise in a hiking cycle by the Federal Reserve.

Stocks tied to AI are having a big day amid growing enthusiasm over OpenAI's latest model, called Astra. Shares of CoreWeave, an AI cloud infrastructure company, rose 12% Tuesday. Shares of Lumentum and Coherent,

CNBC's Jim Cramer said he’s not ready to turn bearish despite mounting pressure from $100 oil and signs that higher gasoline prices are weighing on consumers.