Wedbush, a well-known tech stock bull on Wall Street, released its top ten technology predictions for 2026.
①As expected, the team led by Dan Ives continues to give Tesla and NVIDIA strong bullish forecasts, predicting that Apple will reach the $5 trillion market capitalization milestone with the support of Google Gemini; ②The quantum computing and cybersecurity sectors also present promising opportunities.
On Friday evening Beijing time, the Wedbush Securities team led by Dan Ives, known for being bullish on Tesla and other tech stocks, released their ‘Top Ten Tech Predictions for 2026.’ $Tesla (TSLA.US)$ 、 $Apple (AAPL.US)$ 、 $NVIDIA (NVDA.US)$ 、$Oracle (ORCL.US)$Major tech giants such as NVIDIA, Apple, Oracle, Microsoft, and Amazon are all featured, while concepts like cybersecurity and quantum computing are also covered.
It should be noted that just as Dan Ives is famous for wearing brightly colored shirts while making media appearances, Wedbush’s technology predictions are equally bold.
Below are the top ten technology predictions for 2026 highlighted by Wedbush:
1. As the second, third, and fourth-order derivative effects of the AI revolution gradually take shape in software, chips, and infrastructure, technology stocks will rise by more than 20% in 2026.
2. Tesla will successfully launch Robotaxi services in over 30 cities and begin scaled production of Cybercab in 2026, officially ushering in what Elon Musk and his team call the ‘true era of autonomous driving.’ Wedbush values Tesla at $600 per share under its base-case scenario and $800 under a bull-case scenario.
3. Apple and Google will announce an official AI partnership centered around Gemini, which will ultimately establish a true AI strategy for Apple. This collaboration will be rolled out as a subscription service within the Apple ecosystem, pushing Apple’s market capitalization to $5 trillion in 2026, with a stock price nearing $340.
4. In the view of Ives’ team,$NEBIUS (NBIS.US)$NEBIUS is the best AI infrastructure acquisition target; the company will be acquired by a hyperscale cloud provider in 2026.$Microsoft (MSFT.US)$Google parent company Alphabet and$Amazon (AMZN.US)$Microsoft are considered the most likely buyers.
5. The cybersecurity sector will become one of the best-performing sub-sectors in the tech industry (accompanied by M&A activities), with CrowdStrike$CrowdStrike (CRWD.US)$and $Palo Alto Networks (PANW.US)$ It is their most favored cybersecurity investment target.
6. Despite current negative sentiment toward Oracle, the company is expected to successfully achieve its data center construction goals, start converting its massive backlog of RPO (Remaining Performance Obligations), and see its stock price reach $250 by 2026.
7. The Trump administration will make an equity investment in a quantum computing company, $IonQ Inc (IONQ.US)$ and $Rigetti Computing (RGTI.US)$ with IonQ Inc and Rigetti Computing being the most likely candidates.
As more enterprises accelerate their AI strategy through Azure and Microsoft, Microsoft will enter its optimal growth phase by 2026. Microsoft is expected to be the best-performing cloud software company in 2026.
Jensen Huang, known as the ‘Godfather of AI,’ and NVIDIA under his leadership, will continue to maintain their dominant position in AI chips globally. Wall Street remains significantly underestimating the demand drivers for NVIDIA in 2026, with Wedbush’s bull case price target set at $275.
10、$Palantir (PLTR.US)$It will expand its success in the commercial AI field through AIP (Artificial Intelligence Platform products) by 2026 and become one of the software leaders at the core of the AI revolution, advancing towards a market capitalization of $1 trillion within the next 2 to 3 years. (Note: The company’s latest market capitalization is $450 billion.)
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Editor/Stephen
