Wedbush has outlined its top 10 technology investment predictions for 2026, forecasting over 20% growth in tech stocks and a formal AI partnership between Apple (AAPL.US) and Alphabet's (GOOGL.US) Google centered on the Gemini project.
Analyst Dan Ives and his team stated, "Looking ahead to 2026, the tech industry and investors are both excited and apprehensive about the AI revolution. On one hand, this represents the emerging Fourth Industrial Revolution... On the other, reaching the peak of enterprise/consumer AI adoption will require trillions in investment, fueling investor unease and skepticism." The analysts believe both perspectives hold merit, suggesting that "2026 will mark a pivotal inflection point in the AI revolution."
Wedbush's 2026 Tech Predictions: 1. Tech stocks will surge over 20% as AI's second, third, and fourth-wave applications mature across software, chips, and infrastructure. 2. Tesla (TSLA.US) will successfully launch autonomous taxis in over 30 cities and begin mass-producing smart ride-hailing vehicles, ushering in Elon Musk’s true autonomous driving era. Wedbush maintains a $600 base price target and an $800 bull-case target for Tesla. 3. Apple and Google will announce a formal AI partnership around Gemini, solidifying Apple’s AI strategy. The service will debut as a subscription within Apple’s ecosystem, potentially propelling the iPhone maker to a $5 trillion valuation by 2026. 4. NEBIUS (NBIS.US) is the prime AI infrastructure acquisition target, likely bought by a hyperscaler like Microsoft (MSFT.US), Alphabet, or Amazon (AMZN.US) in 2026. 5. Cybersecurity will remain a top-performing tech subsector (with M&A activity expected). CrowdStrike (CRWD.US) and Palo Alto Networks (PANW.US) are Wedbush’s top picks. 6. Oracle (ORCL.US) will defy current pessimism by hitting data center targets, converting its RPO and AI backlog, and reaching a $250/share price goal in 2026. 7. The U.S. government will invest in quantum tech firms like IonQ (IONQ.US) and Rigetti Computing (RGTI.US) due to national security implications. 8. Microsoft will thrive in 2026 as enterprises accelerate AI adoption via Azure, becoming the top-performing cloud software company. 9. NVIDIA (NVDA.US) will maintain its AI chip dominance and expand in China via trade negotiations. Wedbush sees a $275 bull-case target, citing underestimated demand drivers. 10. Palantir (PLTR.US) will scale commercial AI success with its AIP platform, emerging as a core software leader in the AI revolution and achieving a $1 trillion valuation within 2–3 years.
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