#1SMCI

#2ORCL

---

*This is a news summary only. Not investment advice.*

---

Sources:
- [These 6 stocks will lead the $1 trillion chip surge in 2026 — BofA (Yahoo Finance)](https://finance.yahoo.com/news/these-6-stocks-will-lead-the-1-trillion-chip-surge-in-2026-bofa-says-130008431.html)
- [5 big analyst AI moves: Google upgraded, 4 software names cut on AI risks (Investing.com)](https://www.investing.com/news/stock-market-news/5-big-analyst-ai-moves-google-upgraded-4-software-names-cut-on-ai-risks-4533412)
- [5 big analyst AI moves: Top picks for 2026 unveiled as AI winter risk grows (Investing.com)](https://www.investing.com/news/stock-market-news/5-big-analyst-ai-moves-top-picks-for-2026-unveiled-as-ai-winter-risk-grows-4393653)
- [Veteran analyst resets AI stock buy list for 2026 (TheStreet)](https://www.thestreet.com/investing/stocks/veteran-analyst-resets-ai-stock-buy-list-for-2026)
- [Quantum Stocks 2026: Can IONQ & QBTS Follow NVDA's Playbook? (Nasdaq)](https://www.nasdaq.com/articles/quantum-stocks-2026-can-ionq-qbts-follow-nvdas-playbook)
- [Industrial Giants Face Multi-Billion Dollar Tariff Cliff (FinancialContent)](https://markets.financialcontent.com/stocks/article/marketminute-2026-3-30-industrial-giants-face-multi-billion-dollar-tariff-cliff-as-ai-and-infrastructure-demand-provide-a-critical-safety-net)
- [The biggest winners and losers of the tariff war as AI-related trade skyrockets (Euronews)](https://www.euronews.com/business/2026/03/26/the-biggest-winners-and-losers-of-the-tariff-war-as-ai-related-trade-skyrockets)
- [Global trade outlook 2026: wedged between AI and tariffs (Oxford Economics)](https://www.oxfordeconomics.com/resource/trade-key-themes-2026-global-trade-wedged-between-ai-and-tariffs/)
- [Trump Admin Targets Advanced AI Semiconductors (Pillsbury Law)](https://www.pillsburylaw.com/en/news-and-insights/trump-advanced-ai-semiconductors-actions.html)
- [NVDA vs. SOUN vs. PLTR: Which AI Stock Is the Best Bet for 2026? (TipRanks)](https://www.tipranks.com/news/nvda-vs-soun-vs-pltr-which-ai-stock-is-the-best-buy-for-2026)