Morgan Stanley's Top AI & Tech Picks for 2026
Update: 2025-12-27
Description
Morgan Stanley highlights Nvidia, Spotify, Palo Alto Networks, and Western Digital as top stock picks for 2026, citing strong AI trends, cloud spending, and growth potential. Nvidia leads the AI boom, while Spotify benefits from AI, pricing power, and margin growth. Palo Alto Networks gains from cybersecurity edge and CyberArk acquisition. Western Digital quadrupled in 2025 due to cloud demand. Analysts raised price targets for all, expecting strong performance in 2026.
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