Wedbush's top ten technology stock predictions for 2026: AI will bring another 20% increase, Nebius is expected to be acquired, Oracle will rebound...

The Zhitong Finance App learned that Wedbush highlighted its top ten technology investment forecasts for 2026, including technology stocks rising more than 20% in 2026, and Apple (AAPL.US) and Google, a subsidiary of Alphabet (GOOGL.US), announcing a formal artificial intelligence partnership around Gemini.

A team of analysts led by Dan Ives said, “Looking ahead to 2026, the tech community and investors are both excited and concerned about the AI revolution. On the one hand, this is the fourth industrial revolution under way... On the other hand, reaching the peak of the enterprise/consumer AI revolution requires trillions of dollars of investment, which makes investors uneasy and skeptical.”

Analysts believe that both sides may make sense at the same time, and this “ultimately indicates that 2026 is a turning point in the construction of an artificial intelligence revolution.”

Wedbush's predictions for the top ten tech trends in 2026:

1. Analysts said that as the second, third, and fourth derivative applications of the artificial intelligence revolution gradually take shape in the software/chip/infrastructure sector, technology stocks will rise by more than 20% in 2026.

2. Analysts added that Tesla (TSLA.US) will successfully launch driverless taxis in more than 30 cities in 2026 and begin large-scale production of intelligent online car-hailing, thus opening the era of true autonomous driving for Elon Musk and his company. Wedbush pointed out that its basic expected share price for Tesla is $600, and its optimistic share price is $800.

3. Ives and his team said that Apple and Google will officially announce an artificial intelligence partnership around the Gemini project, which will reinforce Apple's true AI strategy. Eventually, the service will be launched on the Apple Network in the form of a subscription, and is expected to help the iPhone maker achieve a market capitalization of 5 trillion US dollars by 2026.

4. Analysts said they believe that the best acquisition candidate for artificial intelligence infrastructure is Nebius (NBIS.US). The company may be acquired by a hyperscale data center in 2026, and Microsoft (MSFT.US), Alphabet, and Amazon (AMZN.US) may be potential buyers.

5. The cybersecurity industry is one of the best performing sub-industries in the technology sector (mergers and acquisitions are expected), and Crowdstrike (CRWD.US) and Palo Alto Networks (PANW.US) are Wedbush's favorite cybersecurity companies.

6. Analysts said that despite the current market pessimism about the stock, Oracle Corporation (ORCL.US) has successfully achieved its data center goals and has begun to transform its huge backlog of remaining performance obligations (RPO) and artificial intelligence orders, and is expected to reach the target of $250 per share by 2026.

7. Analysts added that given the potential national security implications of quantum technology, the Trump administration has made equity investments in quantum companies — IonQ (IONQ.US) and Rigetti Computing (RGTI.US) are the main candidates.

8. “As more companies use Azure and Redmond to accelerate their artificial intelligence strategies, Microsoft will usher in the best period of development in 2026. Ives and his team believe Microsoft will be the best performing cloud software company by 2026.

9. Analysts pointed out that Nvidia (NVDA.US) is still a global leader in the field of artificial intelligence chips, and is further expanding the Chinese market through trade negotiations between China and the US. The analyst added: “We believe Nvidia's share price will reach $275 in 2026 under an optimistic scenario, and Wall Street still seriously underestimates its demand drivers.”

10. Ives and his team said that Palantir Technologies (PLTR.US) will expand its commercial artificial intelligence success with an artificial intelligence platform (AIP) in 2026, and become “one of the core software leaders in the 2026 AI revolution, and achieve a valuation of $1 trillion over the next 2 to 3 years.”