I see a lot of talk about technology in 2026 and it really makes sense. The biggest IT companies continue to dominate the global market, especially those focused on AI, cloud computing, and automation.

The scenario is quite clear: people in the US are still leading with Microsoft, Apple, Amazon, Alphabet, and Tesla at the top. But what catches my attention is how Nvidia managed to achieve this explosion in valuation — in five years, the stock rose 1,646%. Absolutely impressive. Artificial intelligence has truly become the engine of the sector.

Here in Brazil, the story is different but promising. We have the largest local IT companies gaining ground: Totvs (which has been forming interesting partnerships with AI platforms), Locaweb, and Sinqia. These companies are optimizing services and increasing market value lately. It’s no coincidence that multinationals like IBM, Oracle, and HP Enterprise also maintain strong operations here.

If you’re thinking about investing, there are several options. Internationally, Apple, Microsoft, and Nvidia remain classic choices. Locally, stocks on B3 offer exposure to the growth of the Brazilian tech sector. What all experts agree on is that technology continues to be one of the sectors with the greatest potential for expansion.

The point is: it’s definitely still time to get in. The sector remains hot, demand for innovation keeps growing, and the biggest IT companies won’t stop being at the center of the economy. It’s worth keeping an eye on movements and carefully considering your investor profile before making any decision.