Is there still upside in AI stocks after a 30% rally? And where are the best investment opportunities for the remainder of 2026?
In this episode of Talk Money To Me, Candice Bourke returns with another edition of Candice's Order Pad, reviewing global market performance, revisiting a standout AI investment and revealing TWO new stock BUY recommendations.
What's covered in this episode:
📈 2026 Market Performance: Winners & Losers
Candice compares the S&P 500, Nasdaq, ASX 200, emerging markets and global equities, exploring which asset classes are outperforming and why value stocks have been gaining momentum against growth stocks.
🚀 Applied Materials (NASDAQ: AMAT): Up 30% in 30 Days!
After highlighting AMAT on 4 September, Candice revisits the semiconductor equipment giant following its extraordinary rally. She examines its latest earnings, AI chip demand, advanced packaging opportunities and growth outlook. With a 12-month price target of US$668, find out why AMAT remains on her BUY list.
👶 A Special Double BUY Order Pad!
To celebrate welcoming her twin boys, Lincoln and Hudson, Candice is sharing TWO investment opportunities offering very different exposures.
BUY #1: Astera Labs (NASDAQ: ALAB) – AI Infrastructure Growth
Astera Labs is positioned at the centre of the AI infrastructure boom. Candice explores its accelerating revenue growth, advanced connectivity technology and exposure to hyperscaler spending as global demand for AI computing and data centres continues to expand.
BUY #2: Charter Hall Social Infrastructure REIT (ASX: CQE) – Defensive Income & Growth
Moving from AI growth to income, Candice examines this Australian REIT's portfolio of essential social infrastructure assets, including childcare, healthcare and education facilities. With long-term leases, attractive distributions and a discount to net tangible asset value, could CQE offer an opportunity for income and capital growth?
Two BUYs. Two investment styles. One goal: building long-term wealth.
Whether you're investing in US technology, Australian shares, ETFs or income-producing assets, this episode explores the importance of diversification, valuations and identifying long-term investment opportunities.
🎧 Tune in to discover what's on Candice's Order Pad!
This podcast provides general information only and does not constitute personal financial advice. It has been prepared without considering your individual objectives, financial situation or needs. Before making investment decisions, consider whether the information is appropriate for your circumstances and seek professional financial advice where appropriate. Opinions, forecasts, recommendations and price targets reflect the presenters' views and stated research analyst at the time of recording and may change without notice. Price targets are estimates, not guarantees. All investments involve risk, including potential loss of capital. Past performance is not a reliable indicator of future performance. Returns and distributions are not guaranteed. References to securities or investment products are for general discussion only and should not be interpreted as personal recommendations to buy, hold or sell. Shaw and Partners Limited and/or its representatives may have interests in, or provide services to, entities discussed. Consider relevant disclosures and product documentation before investing.
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