Wedbush's Top 10 Technology Stock Predictions for 2026: AI to Bring Another 20% Increase, Nebius Likely to Be Acquired, Oracle to Experience a Major Rebound...

Wedbush highlighted its top ten technology investment predictions for 2026, including a forecast that technology stocks will rise by over 20% in 2026, and Apple Inc. (AAPL.US) and Alphabet's (GOOGL.US) Alphabet Inc. Class C will announce a formal artificial intelligence partnership centered around Gemini. Analysts led by Dan Ives stated, "Looking ahead to 2026, both the tech industry and investors are excited and concerned about the artificial intelligence revolution. On one hand, this is the forming of the fourth industrial revolution...On the other hand, to reach the peak of the enterprise/consumer AI revolution will require trillions of dollars of investment, which makes investors uneasy and doubtful." Analysts believe that both sides may be right, and this "ultimately indicates that 2026 is a turning point year for the construction of the artificial intelligence revolution." Wedbush's predictions for the top ten technology trends of 2026: 1. Analysts stated that as the second, third, and fourth derivatives of the AI revolution gradually take shape in the software/chip/infrastructure fields, technology stocks will rise by over 20% in 2026. 2. Analysts added that Tesla, Inc. (TSLA.US) will successfully launch autonomous taxis in over 30 cities in 2026, and begin mass-producing smart ride-sharing vehicles, ushering in the true era of Elon Musk and his company's autonomous driving. Wedbush noted that their fundamental price target for Tesla, Inc. is $600, with an optimistic target of $800. 3. Ives and his team stated that Apple Inc. and Alphabet Inc. Class C will formally announce an artificial intelligence partnership centered around the Gemini project, which will solidify Apple Inc.'s true AI strategy. Ultimately, this service will be launched on a subscription basis on Apple Inc.'s network and is expected to help the iPhone maker achieve a $5 trillion market value in 2026. 4. Analysts stated that they believe the best acquisition target for AI infrastructure is Nebius (NBIS.US), which may be acquired by a super-scale data center in 2026. Microsoft Corporation (MSFT.US), Alphabet, and Amazon.com, Inc. (AMZN.US) are potential buyers. 5. The cybersecurity industry is one of the best-performing sub-industries in the technology sector (expected to have mergers). Crowdstrike (CRWD.US) and Palo Alto Networks (PANW.US) are Wedbush's favorite cybersecurity companies. 6. Analysts stated that despite the current market's pessimism towards the stock, Oracle Corporation (ORCL.US) has successfully achieved its data center goals and begun to convert its large remaining performance obligations (RPO) and AI backlog orders, with a target of reaching $250 per share in 2026. 7. Analysts added that given the potential national security significance of quantum technology, the Trump administration has equity investments in quantum companies - IonQ (IONQ.US) and Rigetti Computing (RGTI.US) are major candidates. 8. "As more and more businesses accelerate their AI strategies using Azure and Redmond, Microsoft Corporation will experience its best development period in 2026. Ives and his team believe that by 2026, Microsoft Corporation will become the most outstanding cloud software company." 9. Analysts pointed out that NVIDIA Corporation (NVDA.US) is still the leading company in the global AI chip sector and is further expanding into the Chinese market through US-China trade negotiations. Analysts added, "We believe that under an optimistic scenario, NVIDIA Corporation's stock price will reach $275 in 2026, and Wall Street is still severely underestimating its demand-driving factors." 10. Ives and his team stated that Palantir Technologies (PLTR.US) will expand its success in commercial AI with the AIP platform in 2026, becoming "one of the software leaders at the core of the 2026 AI revolution, and achieving a valuation of $1 trillion within the next 2 to 3 years."