Summer is already here.

And this year, it may arrive with one of the biggest AI catalysts investors have seen in a long time.

OpenAI and Anthropic are moving closer to the public-market conversation.

That could bring fresh attention to AI, cloud, chips, energy, infrastructure, software, and other sectors tied to the next phase of growth.

That’s why I’d like to give you a free special report:
7 Best Stocks to Own in Summer 2026.

Most investors will focus only on the IPO headlines.

But the bigger opportunity may be in the public companies already positioned to benefit as capital flows into the broader AI and summer-growth themes.

This report highlights seven stocks across areas like AI infrastructure, energy demand, travel, entertainment, home improvement, and other seasonal growth pockets.

The goal is not to chase hype.

The goal is to study where momentum could build before the crowd notices.

If AI IPO excitement keeps rising this summer, these are the types of names investors may want to have on their radar.

Get Your Copy of "7 Best Stocks to Own in Summer 2026" Here.
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To Your Trading Success,

Hiral Ghelani, Founder & CEO
StockEarnings, Inc.

Fifth Third’s Big Bet Is On

Reported by Peter Frank. Posted: 6/4/2026.

Fifth Third Bancorp (NASDAQ: FITB) is entering a new chapter.

After completing its merger with Comerica in the first quarter of this year, Fifth Third is now among the 10 largest U.S. banks by assets, with roughly $297 billion on its balance sheet. The transformation is still in the integration phase, but it is making Fifth Third a fundamentally larger, more complex, and potentially more rewarding story than it was before.

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The story is a bit complicated, but analysts like what they see.

Comerica Dramatically Expands Fifth Third’s Reach

To understand where Fifth Third stands today, it helps to look at what Comerica brought to the table. When the merger closed in February, Fifth Third absorbed $86 billion in assets, $51 billion in loans, and $65 billion in deposits in a single transaction.

The Cincinnati-based bank also inherited Comerica’s significant Texas presence, along with offices in 15 states and operations in Canada and Mexico. With roots in Michigan, Comerica is now based in Dallas, where it has expanded its footprint in the Southwest in recent years. Through the nearly $11 billion purchase, Fifth Third gained scale, geographic reach, and a customer base it would have taken years to build organically.

Comerica’s customer mix also improved Fifth Third’s funding profile. The share of demand deposits, prized by banks for their low cost and stability, rose from 25% of total deposits to 28% after the merger. That increase can translate into better margins and more predictable earnings.

Merger Costs Mask Strong Underlying Performance

Given the new acquisition, Fifth Third’s first-quarter earnings report requires a careful read. The headline number was perhaps alarming: net income fell to $128 million from $478 million a year earlier. GAAP earnings per share were 15 cents, down sharply from $1.04 in the fourth quarter and 71 cents a year earlier. But after factoring in $567 million in merger-related costs, results were reduced by 68 cents per share.

Other numbers, as previously anticipated, were decidedly positive. Net interest income, or the difference between what it earns on loans and what it pays on deposits, rose to $1.94 billion in the quarter, up from $1.4 billion a year earlier. Noninterest income climbed 29% to $895 million from $694 million in the year-ago period. The bank’s net interest margin expanded 27 basis points to 3.3% from a year earlier. Tangible book value per share grew 15% year over year to $22.88.

Organic Growth Remains Strong Across the Franchise

Another detail deserves attention. Fifth Third was growing even before the Comerica deal boosted the numbers. Consumer household growth in the legacy franchise came in at 3% YOY, with 8% growth in the highly desirable and competitive Southeast. Fee revenue grew 30% YOY, and the company reported $2.7 billion in new deposit flows. Now, even with some branch closures expected from the previously combined total of 1,489 branches, that growth is likely to continue.

Wall Street Expects Integration Benefits to Drive Results

Wall Street is strongly supportive. Of the 21 analysts following the company, 17 have a Buy rating, with several listing the stock as an overweight or outperform. Four analysts suggest Hold, and overall, the company is rated as a Moderate Buy, with an average price target of $57.19, or nearly 15% above current trading value.

The company is also anticipating $360 million in net cost savings this year, with an $850 million run-rate savings by the end of the fourth quarter as the integration takes hold. For the full year, management expects net interest income to come in between $8.7 billion and $8.8 billion, compared with pre-merger results of $6 billion last year. Guidance for noninterest income is between $4 billion and $4.2 billion, compared with about $3 billion in 2025.

For investors looking for income in addition to the merger story, Fifth Third currently offers a dividend at a quarterly rate of 40 cents, up from 37 cents a year ago, representing a dividend yield of approximately 3.2%. It’s not the highest yield in the financial sector, but it is a respectable payout backed by a net tangible common equity ratio of 7.3%.

Execution Will Determine Long-Term Value

Of course, even the best mergers of this size involve risk. Technology failures, customer attrition, unexpected credit issues in the acquired portfolio, and talent turnover are always possibilities.

Valuation also matters. With shares near $50 and a consensus target below $60, Fifth Third is already priced for growth and for execution. As such, this year’s performance is critical.

Still, the underlying trends tell an encouraging story. Put aside the merger-related noise, and there appears to be a well-run bank executing on a well-reasoned strategy. If management proves itself right, Fifth Third is a solid bank candidate for a portfolio.

AI’s Biggest Bottleneck Could Make These 2 Stocks Soar

Reported by Jeffrey Neal Johnson. Posted: 5/28/2026.

While retail capital chases the computational firepower of AI logic chips, a more fundamental story is unfolding in the circuitry that powers them. The insatiable energy demands of next-generation data centers and electric vehicles (EVs) are forcing a non-negotiable architectural shift from legacy 48-volt systems to 800-volt platforms. This transition is transforming analog power management integrated circuits (PMICs) from simple components into mission-critical bottlenecks.

Institutional capital is taking notice, quietly building positions in the gatekeepers of this power revolution. Two innovators, Texas Instruments (NASDAQ: TXN) and onsemi (NASDAQ: ON), are positioned at the epicenter of this supercycle. Backed by aggressive buybacks, recent sell-side upgrades, and the structural leverage to influence the pace of AI expansion, they represent a compelling and perhaps underappreciated way to invest in the future of technology.

An AI Problem of Physics, Not Just Code

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The AI boom is fundamentally an energy problem. As data center racks surpass 100 kilowatts of power density to support clusters of advanced GPUs, traditional 48V power distribution architectures are hitting a thermal wall.

The physics are unforgiving. Since power loss as heat is proportional to the square of the current (I²R), doubling the voltage from 400V to 800V cuts the current in half, thereby slashing energy losses by 75%. This move is not just an optional upgrade; it is an economic and engineering necessity that allows for thinner, lighter copper wiring and dramatically less waste heat.

This is where the thesis for analog semis gains strength: these companies provide the sophisticated chips needed to safely and efficiently manage high-voltage environments.

Texas Instruments has evolved from being a component supplier to a core architectural partner for the biggest names in tech. The collaboration with NVIDIA (NASDAQ: NVDA) on a complete 800V DC power framework proves that next-generation logic cannot scale without a corresponding leap in power delivery.

By enabling a more direct, efficient power-conversion path from the 800V source to the processor, the technology developed by Texas Instruments drastically reduces the number of failure points and costly conversion stages.

onsemi is carving out a dominant position by focusing on intelligent power solutions. The acquisition of Aura Semiconductor's power IP directly targets the high-margin data center market, giving onsemi critical power-management technology at the point of load. At the same time, its silicon carbide (SiC) technology has become the gold standard for high-efficiency EV platforms.

At the 2026 Beijing Auto Show, onsemi's SiC solutions were featured in an estimated 55% of new EV models, including next-generation 900V platforms from global players like Geely (OTCMKTS: GELYY) and NIO (NYSE: NIO), cementing its role as a key enabler of vehicle electrification.

Reading the Voltage on Corporate Confidence

An investor can learn a lot by watching how a management team allocates capital. In this regard, onsemi is sending one of the market's clearest signals. The board is actively executing a massive $6 billion share repurchase program, authorized in late 2025, giving it the mandate to retire nearly a third of its outstanding shares. Investors should see this as more than a financial maneuver; it is a statement of profound confidence from leadership that believes onsemi's stock price is fundamentally undervalued.

To fuel this aggressive buyback without throttling investment, onsemi recently announced a $1.3 billion convertible senior notes offering. This is a savvy move, providing immediate strategic capital to execute the buyback while protecting the R&D budget for critical technologies such as its Treo platform, which saw staggering 2.5x sequential growth in Q1 2026. This use of intelligent leverage signals a belief that future stock appreciation will far outweigh the cost of debt.

Texas Instruments, a more mature and diversified player, demonstrates its strength through operational resilience. Management acknowledged some near-term choppiness in the Chinese automotive sector during its Q1 2026 earnings call, a potential macro headwind. Yet, Texas Instruments' financial performance shows that this weakness is being offset by growth in its Data Center and Industrial segments. The stock's exceptionally low short interest of 1.72% suggests that bears have largely given up betting against this diversified powerhouse.

Wall Street Flips the Switch on Price Targets

The sell-side is beginning to align with this powerful thesis. Bank of America recently raised its price targets for both companies. It lifted its target for onsemi to $138, citing underappreciated content gains in AI data centers. It also raised its Texas Instruments target to $370, forecasting that Texas Instruments' data center business alone could reach $4.5 billion by 2028, accounting for up to 18% of total sales.

This pivot is particularly relevant for onsemi. The stock still carries a significant short interest of 7.47%, representing over 29 million shares sold short. This creates a compelling technical setup. With management now confirming that the period of inventory digestion in its legacy automotive business is "largely behind us," the operational catalysts are aligning. A high short float, a massive corporate buyback, and a positive inflection in the core business create classic conditions for a potential short squeeze, where a rush of short covering could fuel upside volatility.

The Analog Opportunity: A Charged Path Forward

The core argument is simple: for every dollar spent on a high-powered AI logic chip, an increasing share must be allocated to the sophisticated analog technology required to power it efficiently and reliably. The secular shifts toward AI and vehicle electrification are structural, long-term tailwinds that appear poised to benefit both Texas Instruments and onsemi for years to come.

Of course, no investment is without risk. The semiconductor industry is historically cyclical, and both enterprises face intense competition and geopolitical risks tied to global supply chains. A broader economic downturn could also temper demand in their key industrial and automotive markets.

Given the strong year-to-date performance, with Texas Instruments up 80% and onsemi up 130%, some investors may prefer to wait for a broader market pullback before initiating a position. Cautious investors might consider adding both Texas Instruments and onsemi to a watchlist to monitor for attractive entry points, as the 800V supercycle appears to be in its early innings.