This stock is the best way to invest in AI and robotics at the same time

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Today’s issue in preview:

• This stock is the best way to invest in AI and robotics at the same time

• These two stocks could deliver the ultimate bull market confirmation

• Two unique stocks to play the bull market in gold

• Learn our Top Themes to buy now

This stock is the best way to invest in AI and robotics at the same time

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So far, so good.

That’s how Amazon (AMZN) shareholders should feel about the company’s position in the new political world taking shape after last week’s Democratic sweep.

This morning, the stock gained 4.4% and is one of the few household-name technology firms trading close to its all-time high.

In the wake of the big midterm election results, Wall Street strategists are making the case that large “hyperscalers” such as Amazon could emerge as big winners.

Many of the Democrats taking office in January campaigned on promises to tighten regulations on AI data center construction and demand greater concessions from companies seeking to build new facilities.

Through Amazon Web Services (AWS), Amazon already controls an enormous amount of computing infrastructure. If new regulations make it harder for competitors to build data centers, Amazon’s existing capacity could become significantly more valuable.

Plus, AI firms such as OpenAI and Anthropic have voracious, growing needs for the kinds of computing services AWS can provide.

With demand for AI computing power soaring, restrictions on new supply could mean higher prices, greater utilization, and fatter profit margins for AWS.

In other words, Amazon is living up to the label we gave it early this year, when we said the stock was “the best way to invest in AI and robotics at the same time.”

Avid Money & Megatrends readers know that we believe AI and robotics are two of the biggest business and investment trends of the 21st century. They will revolutionize the way we work and play as much as electricity or the automobile did… while creating huge stock market winners along the way.

Tech giant Amazon is uniquely positioned to benefit from both technologies.

Although everyone knows about Amazon, the online retailer, and almost everyone is a customer, most people don’t know about Amazon, the giant employer of robots.

Last June, Amazon announced it had deployed its 1 millionth robot across its business. It describes itself as the world’s largest manufacturer and operator of mobile robotics.

Amazon operates more than 1,000 warehouses in the U.S. It ships millions of packages across millions of miles every month. This blizzard of activity can become more efficient and profitable with AI-enhanced logistics and robots that don’t complain, don’t take coffee breaks, and don’t ask for raises.

In other words, Amazon is uniquely well-suited to benefit from a megatrend in which robots soon become cheaper, faster, more dexterous, more durable, and smarter.

Amazon is also heavily involved in AI. Its huge AWS cloud computing division is benefiting from skyrocketing demand for AI compute. Amazon recently reported that this division generated a huge $46 billion in quarterly revenue and 39% year-over-year growth. CEO Andy Jassy projected AWS revenue growth above 40% in both 2027 and 2028.

Amazon also owns equity stakes in AI leaders OpenAI and Anthropic.

Add these robotics and AI assets to the world’s largest online retail business, and you get a pretty good bet on the future of technology in one stock.

But don’t take our word for it. Take the market’s word.

Over the past two years, Amazon stock has returned 28%. As you can see in the chart below, the stock is clearly in an uptrend and is very close to reaching a new all-time high. Given that we are in the early days of the proliferation of AI and robotics, we expect to see this uptrend continue… and tighter AI data center regulation could give it a boost.

These two stocks could deliver the ultimate bull market confirmation

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Over the past two months, we have published a special series of research notes analyzing the bull markets in credit card giant Visa (V), fellow industry giant Mastercard (MA), premium retailer Williams-Sonoma (WSM), electronics retailer Best Buy (BBY), and hotel operators such as Marriott International (MAR).

In each note, we concluded that the American consumer and the economy it powers are not in the dumps as the mainstream media would have you believe, but are actually doing quite well.

Sure, many consumers are strapped, but enough of them are spending that many consumer-spending businesses are enjoying strong profits and soaring stock prices.

Very soon, we may add two more such firms to this growing list of stocks indicating robust economic health: Royal Caribbean (RCL) and Carnival Corporation (CCL).

Royal Caribbean and Carnival are America’s largest cruise line operators. Both companies operate fleets of enormous cruise ships that sail around desirable locations and serve as “floating vacation platforms.”

A typical cruise for a family of four will cost $5,000-$10,000, with many packages priced lower or considerably higher.

In other words, these firms sell “want to have” services, rather than “need to have services.” Their fortunes rise and fall with the American consumer’s ability to earn and spend money on vacations. Thus, their stock prices serve as excellent “real world indicators” that offer a real-time read on American consumer health.

Both Royal Caribbean and Carnival recently reported solid business results and presented positive future revenue outlooks. Their target customers are spending with enthusiasm. Thanks to these strong results and the prospect of more in the future, both stocks have recently staged large rallies, and both are a chip shot away from reaching new all-time highs.

We believe the strong business performance and rising stock prices of these firms, plus Best Buy, Williams-Sonoma, Visa, Mastercard, and major hotel operators, tell a powerful and important story…

Sure, the U.S. economy has risks, imbalances, and problems. It always does. And sure, in the wake of the big Democratic Party sweep, there will be plenty of political battles ahead that will affect some industries.

However, political grandstanding and posturing are almost always more bark than bite. It’s almost always more hype than reality.

And as shown by the soaring share prices of key consumer firms, the economy has some enormous positives working in favor of economic growth, business growth, and rising asset prices.

As long as the firms above are doing brisk business and enjoying rising stock prices, we will have a “glass well over half full” stance on the American economy.

Two unique stocks to play the bull market in gold

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Speaking of stocks quietly attempting to break out to new all-time highs, don’t take your eye off gold royalty firms.

While everyone digests the big midterm results and the wild Jensen Huang news, these stocks are quietly moving higher and are close to reaching new all-time highs.

Here’s how this development could affect your net worth…

Over the past six months, I’ve written a special series of research notes on publicly traded assets such as timberland giant Weyerhaeuser (WY) and construction aggregates firm Vulcan Materials (VMC) that can add a robust “inflation defense” component to your financial life.

You probably know why being vigilant against inflation is important: governments in most Western nations have promised far too many things to far too many people. They are spending far more on taxpayer benefits and wars than they collect in tax revenues.

The related debts and obligations governments have taken on cannot possibly be paid back with sound money. They can only be paid back with debased, devalued money… much of which is created out of thin air. This is driving inflation and significant currency debasement.

Prices are going up because the value of our money is going down.

Measured against a basket of widely used raw materials like crude oil, corn, copper, natural gas, sugar, and soybeans, the U.S. dollar has lost 51% of its value over the past seven years.

The price of gold is rising in response to all this. Gold has spent the past 23 years constantly revaluing itself to accommodate the huge increase in the number of new currency units.

Here in late 2026, the problem is worse than ever. In America, millions of people are net tax recipients – meaning they receive more in benefits than they pay in taxes.

No politician can win a major election by promising reduced spending. Too many people are now riding the gravy train. Democrat or Republican, it doesn’t matter. Campaigning on sensible spending is a sure loser.

This makes it a good time to know “who’s who” in the gold royalty business.

Gold royalty firms are a unique type of company. They do not develop or operate gold mines. Instead, they are essentially resource banking/investment firms. They raise investor capital and then invest it in prospective or existing resource projects.

They partner with conventional gold mine developers and operators… buying upfront stakes in projects in exchange for a share of future production. In doing this, the best royalty firms own diversified resource portfolios and enjoy high-margin businesses without doing the day-to-day work of operating mines.

This “high margin, asset-lite” business model allows the best royalty firms to generate strong profit margins, consistent cash flow and leverage to rising gold prices. This in turn makes royalty firms the preferred vehicles for many sophisticated investors to invest in gold for the long term.

In our August 26 issue, I highlighted six compelling gold royalty stocks, with Royal Gold (RGLD) and Franco-Nevada (FNV) being the largest and among the most diversified and well-managed. Both firms have large and diversified portfolios of gold mine investments that give their shareholders exposure to major trends in gold prices.

Gold is in the confines of a long-term bull market, which means Royal Gold and Franco-Nevada are as well. As you can see in the three-year chart below. Royal Gold enjoyed a big run higher in 2025 and early 2026.

Since that big run, Royal Gold has experienced a healthy correction and a period of sideways consolidation to digest its gains. Recently, however, the stock has quietly rallied and is a chip shot away from making new all-time highs. Its gold royalty contemporary, Franco-Nevada, is doing much the same.

Recent government spending and taxation data tell us the government is going “full speed ahead” with spending, borrowing, and printing. This means owning quality “inflation defense” assets is as important as ever. Gold royalty firms are worthy members of this club.

Market Notes

• The American consumer continues to spend with enthusiasm. Home appliance maker SharkNinja (SN), rental marketplace Airbnb (ABNB), retailer Best Buy (BBY), home furnishings retailer Arhaus (ARHS), outdoor gear maker Clarus (CLAR) all hit new highs today. 

• High-tech contract manufacturer Xometry (XMTR) – which we’ve highlighted as a Made in America megatrend winner – reached a new one-year high today.

• Hotel REIT Apple Hospitality (APLE) reached a new high today. This is another bullish economic signal.

• The Boomer health care megatrend is alive and well. Generic drug giant Viatris (VTRS) and outpatient surgery operator Surgery Partners (SGRY) reached new highs today.

• Our Nov. 17, 2025, recommendation to get long biotech has been a big winner. Clinical-stage biopharma company Xencor (XNCR) and oncology leader Delcath Systems (DCTH) both hit new highs. 

Regards,

Brian Hunt
Editor, Money & Megatrends

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