Last month saw a 5% decline in major indices, with speculative areas of the market correcting sharply. Alphabet and Apple stocks remained strong, with Alphabet’s new Gemini 3 LLM impressing users. Tesla, despite flat sales growth, may see a significant breakout due to its Optimus humanoid robot narrative.

Alphabet has transitioned to a vertically integrated AI company with its TPU silicon, challenging Nvidia’s dominance. Morgan Stanley projects TPU revenue could reach $13 billion by 2027. Apple, once an AI laggard, is now a dominant platform with strong growth and expanding margins. Tesla is setting up for a major breakout with its humanoid robot narrative gaining credibility.

Alphabet’s stock is showing strength with a new bull flag forming. Apple continues to hit all-time highs, benefiting from its dominant platform and strong fundamentals. Tesla, despite controversy, is approaching a major technical inflection point as the humanoid robot narrative gains traction.

Zacks Research highlights a little-known satellite-based communications firm as a top stock set to potentially double in the coming months. With a projected revenue breakout in 2025, this pick could surpass previous Zacks’ top performers. For more investment recommendations, visit Zacks Investment Research.

Read more at Nasdaq: The 3 Best Magnificent 7 Stocks for 2026 (GOOGL, AAPL, TSLA)