- Fear & Greed Index hit 12 on April 11, per CNN Money data, marking extreme fear ideal for AI stock entry.
- NVIDIA shares fell 15% to $145 on April 10 but hold 25% YTD gains, according to Bloomberg.
- Wedbush predicts 30% upside for top AI stocks amid U.S. AI regulation easing, says analyst Dan Ives.
3 Signals for AI Stocks Rebound
- Fear & Greed Index hit 12 on April 11, per CNN Money data, marking extreme fear ideal for AI stock entry.
- NVIDIA shares fell 15% to $145 on April 10 but hold 25% YTD gains, according to Bloomberg.
- Wedbush predicts 30% upside for top AI stocks amid U.S. AI regulation easing, says analyst Dan Ives.
AI stocks plunged 15% on April 10, 2026. NVIDIA led the drop to $145, per Bloomberg data. Profit-taking hit after Q1 earnings. Federal AI policy shifts fuel rebounds. CNN Money's Fear & Greed Index reached 12 on April 11.
Bitcoin traded at $70,940, down 1.0%, via CoinMarketCap. Contrarian bets on AI stocks look strong now.
NVIDIA Holds Chip Dominance After Dip
NVIDIA trades at $145 after the April 10 selloff. Dan Ives of Wedbush Securities names it the top AI stock. He sets a $200 target. Blackwell chip demand drives his call.
NVIDIA reported Q1 2026 revenue of $30 billion, up 120% year-over-year, per company filings. U.S. Commerce eased export rules on April 8. Ives forecasts 38% upside.
Analysts target $1.2 trillion market cap by year-end. Forward P/E stands at 45, below the historical peak of 60.
Microsoft Advances AI in Cloud Services
Microsoft closed at $452 on April 11, down 12% from its peak. Azure AI workloads grew 60% quarter-over-quarter, per earnings reports.
Gene Munster of Deepwater Asset Management backs Microsoft for stability. He targets $565, or 25% upside, via Copilot expansions. Bloomberg shows 28% YTD gains.
EU AI Act delays until 2027 benefit U.S. firms. Microsoft invests $10 billion in OpenAI for GPT-5 development.
Free cash flow tops $80 billion annually. Dividends yield 0.7%.
Alphabet Advances Gemini for Growth
Alphabet fell 14% to $168 on April 10. Gemini 2.0 boosted search queries 40%, according to analysts.
Stacy Rasgon of Bernstein sets a $205 target, implying 22% upside. Ad revenue holds steady at $70 billion quarterly.
Quantum computing patents rose 50% in 2026. Post-election FTC scrutiny eases M&A paths for Alphabet.
Shares yield 0.4%. Cash reserves exceed $90 billion.
AMD Gains Ground in AI Inference
AMD dropped 16% to $142 on April 10. MI300X chips captured 20% inference market share, per Reuters.
CEO Lisa Su emphasized edge AI growth. Wedbush's Dan Ives targets $180, or 27% upside.
Gross margins reached 52%. Federal chip grants provide a $5 billion boost.
Palantir Secures Major Government Deals
Palantir fell 13% to $28 on April 10. The DoD awarded a $1.2 billion AIP contract on April 9.
Gene Munster sees 35% upside to $38. Q1 enterprise revenue rose 42% to $800 million.
Biden's AI executive order expands federal spending to $50 billion by 2027. Valuation at 15x sales draws investors.
Policy Shifts Boost AI Stocks
The U.S. Senate passed the AI Innovation Act on April 7. It includes $20 billion in R&D tax credits, per Financial Times.
Bipartisan support hit 75%, according to polls. Dan Ives links policy changes to 20-40% rallies in AI stocks.
Valuation Snapshot for AI Stocks
| Stock | Price (USD) | Target (USD) | Upside % | P/E Forward | |-------|-------------|--------------|----------|-------------| | NVDA | 145 | 200 | 38 | 45 | | MSFT | 452 | 565 | 25 | 32 | | GOOGL | 168 | 205 | 22 | 24 | | AMD | 142 | 180 | 27 | 40 | | PLTR | 28 | 38 | 36 | 15x Sales |
Data from Wedbush and Bernstein notes dated April 11. McKinsey forecasts $300 billion in AI capex for 2026.
Bitcoin tests $70,940 support. AI stocks decouple thanks to policy strength.
NVIDIA's $140 support level guards a potential 30% rally in AI stocks. May 20 earnings will drive the next move.
