Street analyst reveals 3 AI stocks set to dominate 2026 – plus, Meta’s next move (www.cnbc.com)

Meta Platforms has announced the acquisition of Manus, a Singapore-based developer of AI agents, for over $2 billion. This move is seen as a significant financial opportunity, particularly as Meta plans to integrate Manus’s technology into its AI offerings, enhancing user experience and reaching more businesses. Wall Street analysts, including those from Rosenblatt Securities, have expressed bullish sentiments about this acquisition, likening it to past successful purchases like Instagram and WhatsApp. With a price target of $1,117 on Meta shares, representing a potential 70% upside, the acquisition aligns with Meta's strategy to boost its AI portfolio by leveraging top engineering talent and shifting focus to more profitable ventures. In addition to Meta's acquisition, Wedbush has identified Microsoft, Apple, and CrowdStrike as key players in the AI landscape heading into 2026. Microsoft’s Azure platform is anticipated to experience significant growth, while Apple's established user base could increase its AI monetization potential by $75 to $100 per share. CrowdStrike, benefiting from the rise of AI-driven cybersecurity threats, is expected to see heightened demand for its services. These assessments highlight how major tech firms are poised to leverage AI advancements, making them promising investments in the expanding AI-driven market.