On February 18, Tim Murray, capital markets strategist in the multi-asset division at T. Rowe Price, joined BNN Bloomberg to discuss the path ahead for tech and AI companies. Murray observed that for the past 15 years, mega-cap tech companies thrived as exceptional investments due to two specific factors: low capital intensity and low competition.
During this period, these giants dominated the media industry’s shift from broadcast to digital, enterprise computing’s shift from on-premises to the cloud, and retail’s shift from brick-and-mortar to online. Specifically, Facebook led digital media, Google dominated search, Amazon & Microsoft led the cloud transition, and Amazon controlled retail.
However, Murray argued that AI is now dismantling these two dynamics. First, capital intensity has surged as hyperscalers move beyond writing code to building massive data centers and the extensive power structures required to run them. Second, the era of low competition has ended. Not only are the established giants now competing directly to dominate the best LLMs, but a new wave of formidable entrants is arriving.
Regarding investment strategy, Murray suggested that while these tech giants remain great companies and are the likely long-term winners in AI distribution, they face their toughest environment ever over the next 2 to 3 years. He warned against passive tech investing, as index funds naturally hold massive allocations to these high-risk areas. Murray argued that the buy the dip mentality that worked for 15 years may no longer be a simple or reliable strategy. Instead, he advocated for active management and a more selective approach.
That being said, we’re here with a list of the 10 best new tech stocks to invest in now.
Our Methodology
We used screeners to identify technology stocks that have gone public in the last 5 years, and limited our final selection to companies that have recently reported noteworthy developments likely to impact investor sentiment. These stocks are also popular among analysts and elite hedge funds.
Note: All data was sourced on February 19.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).
10 Best New Tech Stocks to Invest In Now
10. Diebold Nixdorf Inc. (NYSE:DBD)
Diebold Nixdorf Inc. (NYSE:DBD) is one of the best new tech stocks to invest in now. On February 12, Diebold Nixdorf reported a doubling of its 2025 adjusted EPS to $5.59. Q4 revenue climbed 12% year-over-year to $1.1 billion, driven by a 17% surge in order entries across the banking and retail sectors. The company’s strategic focus on modular retail solutions and ATM recycling technology has led to significant market gains, including nine new major retail logos in the US grocery and pharmacy sectors.
While operating expenses rose by 3.7% due to labor costs and investments in service infrastructure, management noted that the rollout of new field service software is largely complete, positioning the company for margin expansion starting in Q2 2026. Despite a slight decline in retail margins caused by external cyber-related disruptions, the banking segment remains robust with strong branch automation demand in North America and a recovery expected in Latin America.
Diebold Nixdorf enters 2026 with a solid $730 million product backlog and anticipates revenue growth to be weighted toward H2 of the year. The CEO emphasized that the company remains disciplined in its capital allocation, prioritizing shareholder returns through buybacks while evaluating tuck-in acquisitions that could immediately bolster its service capabilities and global footprint.
Diebold Nixdorf Inc. (NYSE:DBD) automates, digitizes, and transforms the way people bank and shop worldwide. It operates through two segments: Banking and Retail.
9. Remitly Global Inc. (NASDAQ:RELY)
Remitly Global Inc. (NASDAQ:RELY) is one of the best new tech stocks to invest in now. On February 18, Remitly Global recorded revenue of $1.635 billion in the full year 2025, which was a 29% increase year-over-year. Q4 was particularly strong with $442 million in revenue and $41 million in net income, driven by a 19% increase in active users to over 9 million. A significant highlight was the surge in high-value transactions, with volume from very high amount senders skyrocketing 105% in the quarter.
The company is undergoing a major leadership transition as co-founder Matt Oppenheimer steps into the role of Executive Chairman, passing the CEO mantle to former Amazon and Apple executive Sebastian Gunningham. This shift comes as Remitly scales its product ecosystem through new offerings like Flex, which is a send-now-pay-later service that has already surpassed 120,000 users.
Furthermore, the launch of Remitly Business and the integration of advanced AI fraud models have improved operational efficiency, leading to record-low transaction losses and a tripled free cash flow of $283 million for the year. With the company is currently holding less than 4% of the global consumer market, incoming leadership plans to use AI and product velocity to capture a larger share of the vast cross-border payment landscape.
Remitly Global Inc. (NASDAQ:RELY) provides digital financial services in the US, Canada, and internationally. It offers cross-border remittances and complementary financial services through a mobile application and website.
