Investor Dan Niles shares his top 5 stock picks for 2026
CNBC••entertainment
Key Points:
- Investor Dan Niles named Cisco Systems and Apple among his top stock picks for 2026, highlighting Cisco as a repeat favorite due to its growing AI-adjacent revenue and new AI infrastructure products.
- Cisco's revenue growth has accelerated from an average of 1% over five years to 5% in fiscal 2025, with potential to reach high-single digits, driven by demand for AI data center networking upgrades.
- Apple is favored for its new form factor changes and AI-powered Siri, with Niles noting that the company's delayed AI adoption could allow it to leverage innovations from smaller players.
- Other top picks include Impinj, benefiting from expanding RFID adoption in food and apparel markets; Boeing, supported by a $600
