My 4 Big Tech Stock And Market Predictions For 2026

Bonisiwe Shabane

-Dec 2, 2025, 10:36 PM

my 4 big tech stock and market predictions for 2026

Suchat longthara/iStock via Getty Images I have been buying select stocks recently when I see a strategic opportunity or a pull back that appears to be overdone, which is why I started buying Amazon again. But, overall I have been bearish on the market and I expected a Analyst’s Disclosure:I/we have a beneficial long position in the shares of AMZN, GOOGL, META either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha).

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Reading through dozens of 100-page investment outlooks to identify common themes for the year ahead is a daunting task. Fortunately, there are some great tools available to summarize research reports sift through all the different points of view. Below are four major themes common in most of the 2026 investment outlooks. After reviewing 18 reports, four themes emerged again and again in the 2026 outlooks. Several firms referred to what is happening in AI as an infrastructure revolution. Fears of another tech bubble are understandable, but the current AI boom is fundamentally different from the dot-com era.

Analysis from Barclays and Morgan Stanley point to the fact that today’s leaders are highly profitable, cash-generative companies, unlike their speculative, often profitless, counterparts from the dot-com bubble. Hyperscaler capital expenditures are expected to continue, with increased investment in sourcing energy to meet growing demand. The data centers required to train and run advanced AI models are incredibly power-intensive. Goldman forecasts indicate that power demand from data centers is set to grow by more than 175% by 2030 compared to 2023 levels, creating a massive, long-term investment theme in energy and utilities infrastructure. Fidelity semiconductor analyst Jonathan Tseng addressed the doubters nervous about ROI on the huge infrastructure spend: “So far, AI models continue to improve and productisation is proceeding rapidly.

If that works, then everything else will work. Trying to claim that you conclusively know that AI doesn’t deliver value based on old data and old models is like looking at the Wright Flyer and deciding that mass air travel will never... Risk Warning: this article represents only the author’s views and is for reference only. It does not constitute investment advice or financial guidance, nor does it represent the stance of the Markets.com platform.When considering shares, indices, forex (foreign exchange) and commodities for trading and price predictions, remember that... This information is provided for informative purposes only and should not be construed to be investment advice. Trading cryptocurrency CFDs and spread bets is restricted for all UK retail clients.

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Written by Vance Cariaga for GOBankingRates-> The technology sector has enjoyed a strong run on Wall Street so far in 2025, driven by heavy investment in AI and pushing the tech-heavy Nasdaq up by roughly 18% year-to-date. Try This: Self-Made Millionaires Suggest 5 Stocks You Should Never Sell Check Out: 9 Low-Effort Ways To Make Passive Income (You Can Start This Week) But that run could be headed for a major speed bump next year. If that happens, it could spell big trouble for investors who believe the current AI surge has plenty of room to run.

On January 2, 2020, I made the most prescient call of my 15-year career at Stansberry Research... At the time, stocks were regularly hitting new all-time highs, and many investors were convinced nothing could stop the mega-bull market. That made it a great time to ponder the unthinkable... like something stopping the bull dead in its tracks. To help me get in the right frame of mind, I read President Herbert Hoover's diary of the Great Depression. I didn't sleep well the next few nights.

You see, nearly a century ago, on the eve of the world's greatest financial calamity, investors were ignoring disturbing economic realities. As I put the pieces together and started thinking about the current situation, it suddenly became plain-as-day obvious that investors were once again making the same terrible mistake. I published my thoughts and findings in the first Digest of 2020. Little did I know, the next "unthinkable" event was just a few weeks away... On February 11, 2020, the World Health Organization ("WHO") officially named the disease that would become a worldwide nemesis "COVID-19." Three weeks later, on March 13, the Trump administration declared a national emergency. Investors looking for a blend of red-hot winners and beaten-down cash cows have come to the right place.

With a little over two months left in the year and the major indexes hovering around all-time highs, many investors may be feeling uneasy about stock market valuations and how long the artificial intelligence... Whereas others may view AI as a game-changer that will boost productivity, earnings growth, and investment returns over the long run. Regardless of where you stand, it's a mistake to overhaul your investment strategy based on emotion. A better approach is to be selective by targeting companies you believe are worth their valuation, even if there's an economic downturn, a slowdown in AI spending, or any other factor that could throw... Here are five growth stocks I'm particularly excited about for 2026. With many AI stocks trading at premium valuations, investors need to ensure that they aren't just betting on one aspect of the AI value chain.

Nvidia (NVDA +1.50%), Oracle (ORCL 0.56%), and ASML (ASML +2.71%) are three completely different companies with multi-year growth potential from AI. At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues. Learn from our industry leaders about how to manage your wealth and help meet your personal financial goals. At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.

From volatility and geopolitics to economic trends and investment outlooks, stay informed on the key developments shaping today's markets. At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.

My 4 Big Tech Stock And Market Predictions For 2026

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If That Works, Then Everything Else Will Work. Trying To