Group 1 - The AI industry is expected to transition from early-stage layout to a critical construction phase by 2026, with technology stocks projected to rise over 20% overall due to new growth drivers from AI applications in software, chips, and infrastructure [1] - Tesla is set to complete the commercialization of autonomous ride-hailing in over 30 cities by 2026, with a base target price of $600 and an optimistic scenario suggesting a price of $800 [1] - Apple and Google are establishing an AI partnership around Gemini technology, which is anticipated to integrate into Apple's ecosystem via a subscription model, potentially driving its market value to $5 trillion [1] Group 2 - In the AI infrastructure sector, Nebius is identified as a highly attractive acquisition target, with potential buyers including Microsoft, Alphabet, and Amazon [1] - Cybersecurity is highlighted as one of the standout sub-industries in technology, with Crowdstrike and Palo Alto Networks being the most favored companies in this space [1] - Oracle has successfully completed its data center expansion and is effectively managing its substantial remaining performance obligations and AI-related orders, with a potential stock price target of $250 by 2026 [2] Group 3 - The Trump administration has begun equity investments in quantum-related companies, with IonQ and Rigetti Computing being the most representative beneficiaries [2] - Microsoft is expected to enter a critical harvest period by 2026 as more enterprises accelerate the adoption of AI applications through Azure and Redmond [2] - Nvidia maintains its leading position in the global AI chip industry, with an optimistic stock price target of $275 by 2026 [2] - Wedbush is optimistic about Palantir's long-term potential, projecting a valuation of $1 trillion within the next two to three years [2]