Wedbush Outlook for AI Golden Race in 2026: In addition to NVIDIA Corporation (NVDA.US), these five tech giants will dominate the market.

Investment bank Wedbush stated that, apart from NVIDIA Corporation (NVDA.US), Microsoft Corporation (MSFT.US), Palantir (PLTR.US), Apple Inc. (AAPL.US), Tesla, Inc. (TSLA.US), and CrowdStrike (CRWD.US) are among the top five companies worth investing in the field of artificial intelligence in 2026. Led by analyst Dan Ives, the Wedbush team expressed, "In our view, Wall Street has underestimated the growth prospects of Azure, as well as the AI-driven transformation that will occur as we head into 2026 in Redmond (where Microsoft Corporation is headquartered). This makes Microsoft Corporation one of our favorite large-cap tech stocks for the coming year," "Although AI use cases significantly increased in the 2025 fiscal year, it is apparent that 2026 will be the true inflection point for AI growth for Microsoft Corporation as CIOs are increasingly scheduling deployments for projects." As for Palantir, Wedbush believes that as this software company led by Alex Karp continues to make remarkable progress in the government and commercial client sectors, the company still has the potential to develop into a trillion-dollar company. At the same time, with CrowdStrike's product suite expected to continue expanding in the enterprise market in the coming year, the company is expected to benefit from AI. "We believe that Wall Street has underestimated CrowdStrike's growth potential. Cybersecurity remains a second- or third-order beneficiary of the AI revolution, which is why we are optimistic about the company," Ives pointed out. Regarding Tesla, Inc., Wedbush predicts that its market value will reach $2 trillion in the coming months; in a bullish scenario, with the rise of autonomous vehicles and Siasun Robot & Automation, its market value could reach $3 trillion by the end of 2026. "AI valuations are beginning to be unlocked. We believe that the process of Tesla, Inc. moving towards AI-driven valuations has already started in the next 6 to 9 months. In our view, full self-driving (FSD) and autonomous driving penetration among Tesla, Inc.'s existing user base, as well as the accelerated development of Cybercab in the US market, represent Musk and his company's 'golden eggs,'" Ives added. Finally, Wedbush believes that Apple Inc. will be able to leverage its huge consumer base of over 2.4 billion iOS devices and 1.5 billion iPhones to profit from AI. "We believe that, following the inexplicable AI strategy at Cupertino headquarters this year, the monetization of AI is finally opening up, which could potentially add $75 to $100 per share to Apple Inc.'s value over the next few years," Ives stated. "We also believe that Tim Cook will continue to serve as CEO of Apple Inc. until at least the end of 2027, leading the company through this crucial AI technology transformation at Cupertino."