Mark Mahaney, a senior analyst at Evercore, has identified key tech stocks poised for growth in 2026, driven by the ongoing AI boom. His top picks include Tesla, Microsoft, Palantir, CrowdStrike, and Apple. In 2025, the Nasdaq 100 Index outperformed the Dow Jones, rising 20% compared to the latter's 13.7% increase, largely due to strong earnings and AI sector growth. Tesla is highlighted for its potential benefits from investments in robotics and AI, despite recent profit declines. Microsoft is expected to rebound with projected revenue growth, although challenges in monetizing AI tools remain. Palantir's commercial segment shows significant growth, while CrowdStrike is anticipated to benefit from increased demand for AI cybersecurity solutions. Apple, despite lagging in AI, is expected to see revenue growth supported by new hires and product performance. Other potential tech stocks for 2026 include Robinhood, Amazon, Micron, and Broadcom, as the market continues to focus on AI-driven advancements.