US big tech companies are set to be primary beneficiaries of an expected inflection point for artificial intelligence monetization in 2026, Wedbush Securities said in a Wednesday note.

The US big tech companies include behemoths Nvidia (NVDA), Alphabet (GOOG, GOOGL), Apple (AAPL), Microsoft (MSFT), and Meta Platforms (META).

Wedbush said it expects 2026 to be the third year of a 10-year AI revolution cycle, with "transformational" monetization opportunities from the AI infrastructure buildout in 2025.

Apart from big tech, Wedbush said it also expects massive AI spending from governments, Asia and the Middle East region, and global 2000 organizations in 2026.

"We expect tech stocks to be up another 20% in 2026 as this next stage of the AI Revolution hits its stride with autonomous, robotics, and AI uses cases on the consumer and enterprise front set to take hold," Wedbush analysts said.

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