Top AI Stocks Poised for Growth: Two Trillion-Dollar Picks for 2026

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Key Financial Projections for Nvidia and Microsoft

Wall Street analysts are optimistic about Nvidia (NASDAQ: NVDA) and Microsoft (NASDAQ: MSFT), predicting substantial gains in the coming year. Nvidia’s market capitalization stands at $4.4 trillion, with analysts like Frank Lee from HSBC raising their target price to $320 per share, suggesting a potential upside of 75% from its current price of $182. Similarly, Michael Turrin from Wells Fargo has set a target of $675 for Microsoft, indicating a 30% increase from its current price of $516.

Nvidia dominates the data center GPU market with over 90% market share, projected to grow at 36% annually through 2033. Its robust full-stack approach to accelerated computing positions it for sustained leadership. Microsoft is also well-placed in the AI space, with its Azure cloud services growing faster than 30% over the past eight quarters, reaching 39% in the latest quarter.

Both companies expect solid earnings growth, with Nvidia projected to grow at 36% and Microsoft at 12% annually over the next three years, making their current valuations of 52 times and 38 times earnings, respectively, relatively attractive within their sectors.

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