Kevin O’leary’s Stock Portfolio: Top 10 Stock Picks for 2026

8. Microsoft Corporation (NASDAQ:MSFT)

Microsoft Corporation (NASDAQ:MSFT) is one of Kevin O’Leary’s top stock picks for 2026 through the O’Shares U.S. Quality Dividend ETF. The stock made up 3.78% of the ETF as of June 17, 2026. On June 9, 2026, Microsoft and KPMG expanded their relationship to deploy Microsoft Agent 365 and Microsoft 365 Copilot across KPMG’s network. KPMG said member firms will roll out Copilot to more than 276,000 professionals worldwide, while using Agent 365 to manage, monitor, and secure AI agents across client work and internal systems.

The deal puts Microsoft’s AI tools inside one of the world’s biggest professional-services networks, where audit, tax, and advisory teams can push clients from small AI tests toward broader production use. KPMG is also using Azure AI Foundry as the base for KPMG Workbench, a platform coordinating multiple AI agents across client-service systems. The expansion strengthens Microsoft’s enterprise AI channel as corporate buyers demand governance, security, and measurable workflow gains.

Microsoft Corporation (NASDAQ:MSFT) develops software, cloud infrastructure, productivity tools, gaming platforms, and artificial intelligence products. Its major businesses include Azure, Microsoft 365, Windows, LinkedIn, Dynamics, GitHub, and Xbox.

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