Zacks Investment Ideas feature highlights: Microsoft, Alphabet, Amazon, Texas Pacific Land, CoreWeave, Nebius and NVDIA

For Immediate ReleaseChicago, IL – February 24, 2026 – Today, Zacks Investment Ideas feature highlights Microsoft MSFT, Alphabet GOOGL, Amazon AMZN, Texas Pacific Land Corp. TPL, CoreWeave CRWV, Nebius Group NBIS and NVDIA NVDA.The "Wall of Worry": Why Markets Are Primed for a Spring SurgeDespite boiling geopolitical tensions, tariff uncertainty, and AI funding fears, five data points suggest that markets are primed for a rally:AI Spending & Funding Concerns are OverdoneArtificial intelligence is the leading industry on Wall Street by leaps and bounds. AI companies have the fastest growth, the most robust stock performance, and the most robust forward growth expectations. However, most AI stocks have declined in 2026 amid concerns about AI spending and funding.First, let's talk about AI spending concerns. Although AI-related CAPEX spending was already huge, 'hyperscalers' are telling us it's going to get even bigger. CAPEX spending guidance from hyperscalers Microsoft, Alphabet and Amazon is expected to grow to a mind-blowing $515 billion this year and ~600 billion next year.The spending expectations from these tech juggernauts suggest that spending concerns are very misunderstood and overblown. Such massive spending will reverberate through the economy, boosting adjacent industries such as energy and construction. Read more about NVIDIA's upcoming earnings here.For instance, Texas Pacific Land Corp. is rising on Monday after an extremely bullish upgrade and price target hike from KeyBanc. KeyBanc analyst Tim Rezvan raised his price target from $350 to $659, a rare 88% increase (the stock currently trades at ~$525).Rezvan highlighted the company's potential outside of its core oil and gas businesses. He believes TPL can benefit from its massive land ownership (~900k acres), which has the potential to attract data centers and, by extension, power and water infrastructure projects.Additionally, Rezvan believes TPL can benefit from carbon capture, hydrogen, and sand mining projects that are beyond the scope of its legacy oil and gas businesses. Finally, the KeyBanc analyst believes that Wall Street is undervaluing the company because it only sees it as a traditional oil and gas stock – not a beneficiary of the AI revolution.Meanwhile, X user @meeijer made an astute observation about AI infrastructure stocks CoreWeave and Nebius Group.Friday, a headline surfaced that CRWV would not be able to secure a $4B loan from Owl Capital. Both companies fell nearly 10% on the news. However, just a couple of hours later, both CoreWeave and Owl denied that the financing was in jeopardy. In other words, investors are overly concerned about AI funding, causing unjustified selling.Seasonality Turns Higher in MarchBased on historical seasonality patterns, selling pressure in the month of February is the expectation, not the exception. However, historical data suggests that stocks tend to bottom in March and rally into the summer.Market Breadth BroadeningThe net difference between the cumulative advancing and declining stocks on the NYSE just printed a fresh all-time high. In other words, market participation is broadening.Sentiment Overwhelmingly BearishAlthough the major indices are within a stone's throw of all-time highs, market sentiment is bearish. According to the CNN Fear/Greed Index, market sentiment has plunged from 'Greed' in January to 'Fear' in February.Valuations ReasonableDespite the fear, uncertainty, and doubt about AI spending and valuations, NVDIA and other leading stocks have cheap valuations. For instance, NVDIA trades at just a 46 P/E. NVDA's valuation is very reasonable given its scorching-hot growth rates. Read more about NVDA's upcoming earnings here.Bottom LineUltimately, the current market malaise appears to be a classic case of noise overshadowing signal. While retail sentiment has dipped and seasonal weakness has occurred, the fundamental pillars of the bull market remain intact.Why Haven't You Looked at Zacks' Top Stocks?Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.Today you can access their live picks without cost or obligation.See Stocks Free >>Media ContactZacks Investment Research800-767-3771 ext. 9339support@zacks.comhttps://www.zacks.comPast performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performancefor information about the performance numbers displayed in this press release.Radical New Technology Could Hand Investors Huge GainsQuantum Computing is the next technological revolution, and it could be even more advanced than AI.While some believed the technology was years away, it is already present and moving fast. Large hyperscalers, such as Microsoft, Google, Amazon, Oracle, and even Meta and Tesla, are scrambling to integrate quantum computing into their infrastructure.Senior Stock Strategist Kevin Cook reveals 7 carefully selected stocks poised to dominate the quantum computing landscape in his report, Beyond AI: The Quantum Leap in Computing Power.Kevin was among the early experts who recognized NVIDIA's enormous potential back in 2016. Now, he has keyed in on what could be "the next big thing" in quantum computing supremacy. Today, you have a rare chance to position your portfolio at the forefront of this opportunity.See Top Quantum Stocks Now >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Amazon.com, Inc. (AMZN): Free Stock Analysis Report Microsoft Corporation (MSFT): Free Stock Analysis Report NVIDIA Corporation (NVDA): Free Stock Analysis Report Alphabet Inc. (GOOGL): Free Stock Analysis Report Texas Pacific Land Corporation (TPL): Free Stock Analysis Report Nebius Group N.V. (NBIS): Free Stock Analysis Report CoreWeave Inc. (CRWV): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks