
With the S&P 500 and NASDAQ sitting near all-time highs, speculation has returned in full force. Although market breadth may still be narrow, specific themes are showing explosive follow-through. From space and drone defense technology to AI infrastructure and autonomous vehicles, traders and investors are actively chasing momentum in names they believe could be the next big thing.
Of course, high momentum often comes with high risk, especially when fundamentals are still in the early innings or profitability remains elusive. But that hasn’t stopped a new class of speculative growth names from charging higher.