By Bram Berkowitz, The Motley Fool
Publication Date: 2026-04-27 10:20:00
Most stocks have faced a turbulent year thus far in 2026. Although the Iran war is the main culprit, even before the war, large tech and artificial intelligence stocks faced concerns about high valuations and other factors that weighed on their respective businesses.
The market has bounced back significantly in recent weeks and hit all-time highs, and analysts still see substantial upside ahead for some of the most popular large tech and AI stocks, such as Nvidia (NASDAQ: NVDA) and Netflix (NASDAQ: NFLX).
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Nvidia has rebounded this year, and its stock is now up roughly 12% (as of April 24). The company reported blowout earnings in its fiscal 2026 fourth quarter earlier this year, with results and a forecast for the current quarter well ahead of Wall Street estimates.
Furthermore, the company provided promising updates. Chief Executive Officer Jensen Huang said he expects $1 trillion of sales between its Blackwell and Vera Rubin platforms between March of this year and the end of 2027.
Huang also said that the company has been preparing to restart chip sales to China, a potentially meaningful market for the company, although there…
