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Bernstein Analyst Favors Amazon and Meta for 2026 Tech Rebound After 2025 Underperformance

Bernstein Analyst Favors Amazon and Meta for 2026 Tech Rebound After 2025 Underperformance

Author:

Global Cryptocurrency

Published:

2026-01-13 13:05:02

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Bernstein analyst Mark Shmulik has positioned Amazon and Meta Platforms as top large-cap tech picks for 2026, citing undervaluation after both stocks trailed the S&P 500's 19.4% surge last year. Amazon rose 12.8% in 2025 while Meta gained just 5.5%, creating what Shmulik calls a "compelling entry point" for investors.

The bullish thesis hinges on Amazon's Project Rainier—a 500,000-chip Trainium2 AI supercomputer expected to accelerate AWS growth—and Meta's aggressive data center expansion despite recent selloffs over capex concerns. Price targets of $300 for Amazon (21.7% upside) and $870 for Meta (35.5% upside) reflect confidence in their AI infrastructure plays.

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