"When the word "innovation" is thrown around in the finance world, most investors would immediately jump to the conclusion that a particular investors is talking about a technology company. That's simply because most of the premier examples of innovation that changes the way we live and work has indeed come via technology, at least over the course of the past few decades."
"Indeed, in that context, I think technology can be too narrowly defined today. Investors think of cloud, AI, machine learning, quantum computing and most screen-based technologies as the most integral growth engines of the economy. I'm not saying they aren't - they are. But there are other companies propelling truly disruptive technologies I think can drive massive upside potential in 2026."
"The need for ever-improving battery technology is obvious. We use batteries in all of our technological devices which provide us with the medium to use these core technologies I mentioned earlier. And that's to say nothing of the server farms and data centers that are popping up (as well as the high-performance chip development), all of which require significant amounts of batter minerals to function."
Investors often equate innovation with technology firms because historical growth has been driven by technological advances from machinery to the Industrial Revolution. Contemporary definitions of technology commonly emphasize cloud, AI, machine learning, quantum computing and screen-based solutions. Other sectors can also produce disruptive innovation, particularly suppliers of battery metals that support electrification. The Metals Company (NASDAQ:TMC) is positioned to benefit from rising demand and could achieve large gains, potentially a 1,000% return in 2026. Electrification across homes, data centers and devices is increasing demand for improved battery technology and substantial quantities of battery minerals.
Read at 24/7 Wall St.
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