Eric Clark of Accuvest Global Advisors likes retail and AI stocks — and especially companies that straddle both worlds.
The prevailing sentiment on Wall Street is that the positive market momentum that defined 2025 will continue into 2026.
Eric Clark — CIO and portfolio manager at Accuvest Global Advisors, which oversees $1.2 billion — is specifically focused on retail and AI stocks heading into the new year.
His macro outlook on the two sectors centers around secular tailwinds, not just short-term catalysts. He favors both platform businesses that boast fast-expanding ecosystems, and undervalued growth stocks that believes will benefit from broader market trends on a multi-year basis.
Here are his firm’s top retail and AI stock picks:
Amazon: +5% year-to-date
Mercado Libre: +18% year-to-date
These two e-commerce giants are Clark’s two top picks for their sector, and he sees 30% upside for both. He compares Mercado Libre, a Brazilian business and tech leader leader to Amazon, noting its rapid expansion through Latin America and new financing capabilities, which he sees as a key strategic maneuver.
