Zacks Market Edge Highlights: BorgWarner, Caterpillar and United Rentals

For Immediate ReleaseChicago, IL – June 22, 2026 – Zacks Market Edge is a podcast hosted weekly by Zacks Stock Strategist Tracey Ryniec. Every week, Tracey will be joined by guests to discuss the hottest investing topics in stocks, bonds and ETFs and how it impacts your life. To listen to the podcast, click here:  https://www.zacks.com/stock/news/2939677/3-hidden-ai-revolution-stocks-to-buy-now3 Hidden AI Revolution Stocks to Buy NowWelcome to Episode #489 of the Zacks Market Edge Podcast.> (0:40) - How To Find Ai Stocks That Fit Into Your Portfolio Right Now(4:00) - Tracey's Top Picks For Your Watchlist(24:45) - Episode Roundup: BWA, CAT, URI, HPEPodcast@Zacks.comEvery week, host and Zacks stock strategist, Tracey Ryniec, is joined by guests to discuss the hottest investing topics in stocks, bonds, and ETFs and how it impacts your life.This week, Tracey went solo to look at hidden AI Revolution stocks you should have on your short list.Why look at “hidden” companies that are cashing in on AI?They tend to be cheaper, on a valuation basis. The investing crowds haven’t swarmed these companies yet, but they have solid earnings growth and are seeing an uptick from AI.Many of the “hidden” companies are old economy companies. They aren’t technology companies, per say. But they have products that are in demand for the AI infrastructure build out, especially in building the data centers.Can You Screen for Hidden AI Stocks?As on prior podcasts covering the “hidden” AI Revolution stocks, there’s no screen you can run to uncover these companies. I wish there was. Alas, you must do the work to look through the companies that have good earnings growth.Tracey also looks at the chart as red-hot charts usually indicate there’s something going on that is AI driven.$700 billion is expected to be spent on AI this year. This has created opportunities.Buy the companies getting a piece of that pie.3 Hidden AI Revolution Stocks to Buy Now1. BorgWarner, Inc. BWABorgWarner designs and manufactures the systems that define the way the world moves forward, including propulsion solutions. Founded in 1928, it has a market cap of $14.9 billion.Mostly associated with the auto industry, BorgWarner is now also building turbines that can power data centers.Shares of BorgWarner are up 56% year-to-date to new all-time highs. But it’s still attractively priced with a forward price-to-earnings (P/E) ratio of 14. Earnings are expected to grow 5.5% in 2026 but 11.2% in 2027.BorgWarner pays a dividend, currently yielding 0.9%.Should a propulsion company like BorgWarner be on your AI stock short list?2. Caterpillar Inc. CATCaterpillar manufactures construction and mining equipment, industrial gas turbines, and diesel-electric locomotives. It’s been in business for more than a hundred years.Shares of Caterpillar are up 66.9% year-to-date to new all-time highs. Earnings are expected to be up 29.2% in 2026 and 24.3% in 2027 as the company is getting more business due to the data center buildout.Caterpillar isn’t cheap on a P/E basis. It trades at 38.4x. But Caterpillar is also a Zacks Rank #1 (Strong Buy) stock. That is Zacks top recommendation.Should red-hot Caterpillar be on your AI stock short list?3. United Rentals, Inc. URIUnited Rentals is the largest equipment rental company in the world. Shares are up 29.6% year-to-date and are trading near their all-time highs.United Rentals reported record first quarter 2026 earnings and saw growth in large projects. Earnings are expected to rise 12.4% in 2026 and 12.2% in 2027.United Rentals trades with a forward P/E of 22.6. This isn’t cheap, but it’s not over-extended either. United Rentals also pays a dividend currently yielding 0.7%.Should United Rentals be on your AI stocks short list?What Else Should You Know About Hidden AI Stocks in 2026?Tune into this week’s podcast to find out.[In full disclosure, Tracey owns shares of BWA in the Zacks Value Investor portfolio and CAT in Zacks Insider Trader.]Free: Instant Access to Zacks' Market-Crushing StrategiesSince 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.Today you can tap into those powerful strategies – and the high-potential stocks they uncover – free. No strings attached.Get all the details here >>Zacks Investment Research is under common control with affiliated entities (including a broker-dealer and an investment adviser), which may engage in transactions involving the foregoing securities for the clients of such affiliates.Media ContactZacks Investment Research800-767-3771 ext. 9339support@zacks.comhttps://www.zacks.com/performancePast performance is no guarantee of future results. Inherent in any investment is the potential for loss.This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.Radical New Technology Could Hand Investors Huge GainsQuantum Computing is the next technological revolution, and it could be even more advanced than AI.While some believed the technology was years away, it is already present and moving fast. Large hyperscalers, such as Microsoft, Google, Amazon, Oracle, and even Meta and Tesla, are scrambling to integrate quantum computing into their infrastructure.Senior Stock Strategist Kevin Cook reveals 7 carefully selected stocks poised to dominate the quantum computing landscape in his report, Beyond AI: The Quantum Leap in Computing Power.Kevin was among the early experts who recognized NVIDIA's enormous potential back in 2016. Now, he has keyed in on what could be "the next big thing" in quantum computing supremacy. Today, you have a rare chance to position your portfolio at the forefront of this opportunity.See Top Quantum Stocks Now >>This article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks