2026 Outlook | Wedbush's Top Ten Tech Predictions Revealed! Tesla Targeting $800, NEBIUS Potentially Acquired, Oracle Set for a Comeback...

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Wall Street's most renowned "tech bull," Wedbush analyst Dan Ives' team has released their top ten predictions for 2026, providing a strong boost to the bulls. They predict that tech stocks will soar by over 20% next year, with NVIDIA remaining the absolute leader in the AI chip domain. Moreover, Apple and Google are expected to join forces in a significant AI collaboration centered around Gemini.

Regarding the upcoming year 2026,Wedbush describes it as a year of 'coexisting excitement and panic.'On one hand, the market is immersed in the grand narrative of the Fourth Industrial Revolution, while on the other hand, there is anxiety over the multi-trillion-dollar AI 'money-burning' race.

However, in Ives' view, these two emotions are not contradictory—This precisely indicates that 2026 will be a 'pivotal turning year' where AI transitions from concept to construction and from investment to returns.

Below are Wedbush's top ten tech predictions for 2026,Among them, tech giants such as Tesla, Apple, NVIDIA, and Oracle are on the list, with concepts like cybersecurity and quantum computing also being explored.

1. A comprehensive surge in technology stocks:Driven by the deep penetration of the AI industry chain (software, chips, infrastructure),The overall increase in technology stocks will exceed 20%.

2、Tesla enters the autonomous driving era: $Tesla (TSLA.US)$ It will successfully launch Robotaxi in over 30 cities by 2026 and begin mass production of Cybercab, officially ushering in what Elon Musk and his team call "the true era of autonomous driving." Wedbush's base-case valuation for Tesla is $600, with a bull-case scenario at $800.

3. A powerful partnership between Apple and Google: $Apple (AAPL.US)$ and $Alphabet-C (GOOG.US)$ They will establish an official AI partnership centered around Gemini-related technologies, a step considered a key piece in Apple’s AI strategy. Related services are expected to be integrated into Apple's ecosystem via a subscription model, becoming a significant driver for Apple to reach a market capitalization of $5 trillion by 2026.

4. Major cloud computing acquisitions:In the AI infrastructure sector, $NEBIUS (NBIS.US)$ It is one of the most attractive M&A targets. As demand for AI computing power continues to expand, the company does not rule out being acquired by a major cloud or data center operator by 2026. Potential buyers include $Microsoft (MSFT.US)$ 、 $Alphabet-C (GOOG.US)$ and $Amazon (AMZN.US)$ 。

5. Cybersecurity sector leads gains: Cybersecurity is considered one of the standout sub-industries within the technology sector and may also become a hotspot for M&A activity in the future. Wedbush highlighted $CrowdStrike (CRWD.US)$ and $Palo Alto Networks (PANW.US)$ as its top picks in the cybersecurity space, citing their long-term competitive advantages.

6. Oracle makes a comeback: Despite current negative market sentiment toward $Oracle (ORCL.US)$ , the company is expected to successfully achieve its data center construction goals, begin converting its substantial RPO (Remaining Performance Obligations) backlog, and see its stock price reach $250 by 2026.

7. Government investment in quantum computing: The Trump administration will make an equity investment in a quantum computing company, with $IonQ Inc (IONQ.US)$ and $Rigetti Computing (RGTI.US)$ being the most likely candidate.

8. Acceleration of Microsoft Cloud Services:As an increasing number of enterprises accelerate their AI strategies through Azure and Microsoft, $Microsoft (MSFT.US)$ Microsoft will enter its optimal growth phase in 2026 and is expected to become the best-performing cloud software company that year.

9. NVIDIA's Continued Dominance:Jensen Huang, the 'Godfather of AI,' and his leadership at $NVIDIA (NVDA.US)$ NVIDIA will continue to maintain its leading position in AI chips globally. Wall Street remains significantly underestimating the demand drivers for NVIDIA in 2026, with Wedbush’s bullish scenario price target set at $275.

10. Palantir Marches Toward a Trillion-Dollar Valuation: $Palantir (PLTR.US)$ Palantir will expand its success in the commercial AI field through AIP (Artificial Intelligence Platform products) by 2026 and emerge as one of the core software leaders in the AI revolution, advancing toward a market capitalization of $1 trillion within the next two to three years.

Overall, Wedbush's predictions are filled with typical 'bullish optimism,' but the core logic is very clear:2026 will be the year to assess the realization of AI-driven profits.For investors, in addition to closely monitoring NVIDIA and other enablers, greater attention should be paid to whether application-side giants such as Apple and Palantir can deliver expected performance results.

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