Wall Street’s most prominent tech bull, Wedbush analyst Dan Ives and his team, have released their top 10 predictions for 2026, offering a strong dose of optimism for investors. They forecast that tech stocks will soar by over 20% next year, with Nvidia maintaining its dominance in AI chips. Additionally, Apple and Google are expected to join forces in a groundbreaking AI collaboration centered around Gemini.

Wedbush describes 2026 as a year of "excitement and anxiety." On one hand, the market will be driven by the grand narrative of the Fourth Industrial Revolution. On the other hand, concerns about the trillion-dollar AI "spending race" will keep investors on edge.

However, Ives believes these two emotions are not contradictory. In fact, they underscore that 2026 will be a pivotal year—one in which AI transitions from concept to implementation, from investment to returns.

Here are Wedbush’s top 10 tech predictions for 2026, featuring major players like Tesla, Apple, Nvidia, and Oracle, as well as emerging themes such as cybersecurity and quantum computing:

1. Tech Stocks to Surge Over 20%

Driven by the widespread adoption of AI across software, chips, and infrastructure, the tech sector is expected to see a broad-based rally, with gains exceeding 20%.

2. Tesla Enters the Era of Full Autonomy

Tesla Motors, Inc.(TSLA.US) is set to launch Robotaxi services in over 30 cities and begin mass production of Cybercab in 2026, marking the dawn of Elon Musk’s "true era of autonomous driving." Wedbush estimates Tesla’s base-case valuation at $600 per share, with a bull-case target of $800.  

3. Apple and Google Join Forces

Apple Inc.(AAPL.US) and Alphabet Inc. Class A(GOOGL.US) will establish an AI partnership centered around Gemini-related technologies. This collaboration is seen as a key piece of Apple’s AI strategy, with future services likely integrated into Apple’s ecosystem via subscription models. This move is expected to propel Apple toward a $5 trillion market capitalization in 2026.

4. Major Cloud Acquisition: NEBIUS in the Spotlight

Nebius Group(NBIS.US), a leading player in AI infrastructure, is predicted to become a prime acquisition target as demand for AI computing power continues to grow. Potential buyers include Microsoft Corporation(MSFT.US), Alphabet Inc. Class A(GOOGL.US), and Amazon.com, Inc.(AMZN.US).

5. Cybersecurity Stocks to Lead the Pack

Cybersecurity remains one of the most promising sub-sectors in tech and could become a hotbed for M&A activity. Wedbush highlights CrowdStrike(CRWD.US) and Palo Alto Networks, Inc.(PANW.US) as top picks, citing their long-term competitive advantages.

6. Oracle’s Comeback

Despite current market skepticism toward Oracle Corporation(ORCL.US), the company is expected to achieve its data center buildout goals and convert its massive backlog of remaining performance obligations (RPOs) into revenue. Wedbush sets a 2026 price target of $250 for Oracle.

7. Government Investment in Quantum Computing

The U.S. government is expected to make equity investments in a quantum computing company. IonQ(IONQ.US) and Rigetti Computing(RGTI.US) are seen as the most likely candidates.

8. Microsoft Cloud Services to Accelerate

As more enterprises leverage Azure and Microsoft’s AI tools to fast-track their AI strategies, Microsoft Corporation(MSFT.US) is poised to enter its strongest growth phase in 2026, emerging as the top-performing cloud software company of the year.

9. Nvidia to Maintain AI Chip Supremacy

Under the leadership of "AI godfather" Jensen Huang, NVIDIA Corporation(NVDA.US) will continue to dominate the global AI chip market. Wedbush believes Wall Street is still underestimating Nvidia’s demand drivers for 2026 and sets a bull-case price target of $275.

10. Palantir Eyes $1 Trillion Valuation

Palantir(PLTR.US) is expected to expand its success in commercial AI through its AIP (Artificial Intelligence Platform) products, positioning itself as a core software leader in the AI revolution. The company is projected to reach a $1 trillion valuation within the next 2–3 years.  

Wedbush’s predictions reflect a characteristic "bullish optimism," but their underlying logic is clear: 2026 will be a decisive year for AI to prove its profitability. For investors, the key is not only to focus on Nvidia and other "pick-and-shovel" players but also to closely monitor application giants like Apple and Palantir to see if they can deliver on expectations.