In an information age, it’s not hard to find information on just about anything, including Trump stocks (i.e., stocks owned by President Donald Trump). But the question for investors is, do any Trump stocks have the potential for sizable gains in 2026?
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Within the Trump portfolio is what I’m calling the “Killer B’s” basket of stocks. That is Broadcom Inc. (NASDAQ: AVGO), Blue Owl Capital (NYSE: OWL), and Blackstone Inc. (NYSE: BX). All three stand out as prime candidates for big gains as policy shifts reshape the market. By focusing on these Trump stocks early in 2026, investors can tap into powerful themes in AI, private credit, and alternatives that could define the next leg of the bull market
Why Trump’s 2026 Market Needs “Killer B’s”
A Trump White House means three forces are front and center again: heavier use of tariffs, looser regulation at home, and a more aggressive stance on energy and industrial policy. That mix tends to reward companies with durable competitive advantages, strong pricing power, and access to alternative capital or fee-based income that doesn’t rely on a roaring IPO market.
In that environment, the Killer B’s stand out for three reasons.
- Broadcom is becoming one of the core picks-and-shovels suppliers to the AI and cloud build‑out, with investors increasingly focused on its 2026 AI revenue trajectory.
- Blue Owl Capital is building a fee-heavy, “bond‑replacement” platform in private credit and real estate that aims to benefit from volatility, not fear it.
- Blackstone remains the 800‑pound gorilla in alternatives, entering 2026 with record AUM, accelerating inflows, and a setup for stronger fee earnings as capital markets thaw.
Together, these three names give investors diversified exposure to AI infrastructure, private credit income, and global alternatives. Each of these themes has the potential to compound through and beyond 2026, regardless of the daily headlines out of Washington.
Broadcom: Trump-Era Tariffs, AI Tailwinds
Broadcom is the Killer B that has already proven it can thrive in a choppy macro backdrop, and 2026 is shaping up to be another year where AI, not the economy, does the heavy lifting. The company has become a central partner to hyperscalers, and analysts are watching 2026 AI chip revenue and margin trends as custom accelerators ramp with customers like Google and OpenAI.
Trump’s tariff push has created sporadic headline risk for AVGO, with one major announcement sending the stock down by over 6% in after-hours trading, despite semiconductors being largely exempt from the harshest China levies. The risk is less about direct tariffs and more about second-order effects: a slower global economy could weigh on overall tech investment, offsetting some of the enthusiasm for AI.
What keeps Broadcom in the Killer B camp is the combination of scale, cash generation, and exposure to secular AI demand rather than purely cyclical smartphone or PC cycles. The company has already delivered a blowout fiscal 2025, significantly outperforming even the “Magnificent Seven” cohort, and expects AI semiconductor revenue to double year over year in its upcoming quarter — a setup that positions 2026 as a year to potentially close what some analysts still view as an undervaluation gap.
Blue Owl Capital: Incomes, Illiquidity, and Rate Reality
If Broadcom is the Killer B for AI and digital infrastructure, Blue Owl is the Killer B for investors who want to turn Trump‑era volatility into a stream of contractual cash flows. The firm has spent the last several years assembling a diversified alternatives platform anchored by private credit and net‑lease real estate, with analysts expecting revenue to grow at a mid‑teens clip annually as the platform scales.
Blue Owl’s story is not without debate: a recent analysis highlighted that net profit margin over the twelve months to late 2025 sat below prior‑year levels after a sizable one‑time loss, even as five‑year earnings growth averaged over 70% per year and forward earnings are projected to grow at an even faster pace. That mix has left shares trading above some discounted cash flow fair value estimates but still below consensus target prices, underscoring the tug‑of‑war between premium valuation and robust growth expectations.
From a Trump‑era perspective, OWL’s appeal is straightforward: its businesses are designed around long‑term, contracted cash flows and fee revenues that aim to remain resilient across cycles. The firm notes that net‑lease tenants shoulder many operating expenses and agree to long‑duration contracts with built‑in rent escalators, giving Blue Owl a potential inflation hedge and a level of income visibility that can be especially attractive if rates remain higher for longer under a more fiscally loose, pro‑growth administration.
Blackstone: The Alternatives Behemoth Reloads
Blackstone is the Killer B that could benefit most directly from a Trump‑driven revival in deal‑making, real assets activity, and capital flows into private markets. The firm heads into 2026 with its flywheel turning again: total assets under management climbed to about 1.24 trillion dollars by the third quarter of 2025, up roughly 12% year over year, with fee‑earning AUM growing around 10% over the same period.
That AUM growth is not just paper; it is backed by accelerating inflows and deployments. Blackstone’s Q4 2024 commentary highlighted about 57.5 billion dollars of quarterly inflows versus a prior run‑rate closer to 38 billion dollars, alongside deployments and realizations that materially exceeded recent averages. Management expects 2025 to be a better year for fundraising, deployments, and realizations, with a “material step‑up” in fee‑related earnings as certain fee holidays end and commercial real estate gradually recovers from a higher‑rate shock.
More recently, Blackstone’s third‑quarter 2025 earnings beat expectations, rising roughly 50% year over year, even as GAAP net income dipped and expenses remained a headwind. Management emphasized strong net inflows into strategies like its credit platform, with one flagship strategy generating the highest year‑to‑date inflows in nearly 15 years, reinforcing how the firm’s breadth can capture capital looking for yield, inflation protection, and downside‑aware growth in a Trump‑era environment.
How These Trump Stocks Stack Up
For investors thinking in themes instead of one‑off trades, the Killer B’s offer three very different but complementary ways to lean into a Trump‑era market while still anchoring on durable earnings power.
For investors willing to embrace some volatility in 2026, Broadcom offers the high‑octane AI exposure, while Blue Owl and Blackstone bring the income and alternatives muscle that can compound through a full Trump term and beyond.
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