Micron helped shift AI sentiment.. now these leaders are starting to
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[Morning Watchlist]

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Dear Fellow Investor,

THESE OVERSOLD TECH GIANTS ARE REBOUNDING HEADING INTO 2026

Heading into 2026, a familiar setup is taking shape: several mega-cap
tech leaders that had become meaningfully oversold are beginning to
stabilize and in some cases, rebound. After a year defined by powerful
AI-driven narratives, periodic valuation resets, and abrupt sentiment
swings, investors are again rotating toward companies with durable
cash flows, strategic AI positioning, and identifiable technical
“inflection” levels.

A quick note on “oversold”: it’s not a guarantee of a rebound.
Oversold readings (often measured by indicators like RSI, MACD, and
Williams’ %R) simply suggest that selling pressure may have become
stretched relative to recent price action. That can set the stage for
a bounce, especially when a credible catalyst arrives, but it does not
eliminate fundamental risk, macro risk, or the possibility of another
leg down.

What makes this particular moment notable is that several catalysts
are converging at once:

*
A renewed burst of optimism around AI infrastructure demand after
Micron’s results and outlook helped stabilize sentiment across the
chip and AI complex.

*
Large-cap earnings power and balance-sheet strength drawing capital
back toward “quality” leadership.

*
Multiple high-profile strategic developments across cloud, AI compute,
and enterprise software that reinforce long-term positioning.

Below are three names that stand out as “oversold leaders” that
appear to be regaining momentum as we move into 2026, along with what
we’re watching next from both a catalyst and technical perspective.

-------------------------

COMPANY: NVIDIA (SYM: NVDA)

Nvidia remains one of the market’s most important bellwethers for AI
infrastructure spending. After a sharp pullback, the stock began to
carve out what looks like a durable base, testing support multiple
times since September and recently starting to pivot higher.

What’s helping sentiment now is less about a single headline and
more about the broader message coming from the AI supply chain: demand
has not disappeared. If anything, pockets of the ecosystem are
signaling continued strength, and that can pull investors back toward
the leaders.

Nvidia is also benefiting from a supportive sell-side backdrop.
Barclays, for example, has reiterated a constructive stance in recent
months, emphasizing Nvidia’s long-term growth runway in data-center
AI, with additional “edge” opportunities (think automotive and
robotics) reinforcing the strategic story. That matters because, in a
risk-on tape, large institutions tend to crowd into the clearest
category leaders.

Technical perspective:

*
With NVDA recently trading around $174, the next major “tell” is
whether it can build follow-through and retest the psychologically
important $200 level.

*
A clean push through resistance zones, accompanied by improving
breadth and volume, would strengthen the case that the September base
is holding.

Risks to keep in mind:

*
NVIDIA remains sensitive to shifts in AI capex expectations,
China/export headlines, and competitive narratives (custom silicon,
AMD acceleration, etc.).

*
Even in bullish regimes, NVDA can be volatile. Position sizing and
discipline matter.

-------------------------

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-------------------------

COMPANY: ORACLE (SYM: ORCL)

Oracle is another name showing signs of regaining momentum after
getting punished in a swift downdraft. The selloff created a classic
“oversold + catalyst” setup: weak hands exit, technicals become
stretched, and then a credible headline arrives to change the
short-term narrative.

One of the biggest near-term drivers has been the TikTok situation.
Reuters and other outlets reported that ByteDance signed agreements to
transfer control of TikTok’s U.S. operations to a new joint venture
involving investors such as Oracle and Silver Lake, with Oracle
positioned as a trusted security partner for U.S. user data and
related safeguards. For Oracle, the market read-through is
straightforward: this reinforces Oracle’s strategic role in major,
security-sensitive data infrastructure.

Oracle is also a direct beneficiary of improving sentiment around AI
infrastructure demand more broadly. Even if investors debate the
timing of revenue conversion and the burden of heavy capex, the
long-term narrative remains centered on Oracle’s cloud and
infrastructure ambitions and its ability to attach to large,
multi-year AI workloads.

On the analyst front, multiple firms have maintained constructive
ratings while adjusting targets. Recent commentary has included:

*
WELLS FARGO initiating coverage with an OVERWEIGHT RATING AND A $280
PRICE TARGET.

*
BANK OF AMERICA maintaining a BUY RATING WITH A $300 TARGET.

*
UBS maintaining a Buy rating while setting a $325 TARGET.

*
BARCLAYS maintaining an OVERWEIGHT stance, with recent reporting
referencing a $330 TARGET.

Technical perspective:

*
With ORCL recently trading near $180 after the selloff, oversold
readings have been notable across multiple indicators.

*
From here, a common pattern is “gap refill” behavior, where price
attempts to retrace into prior breakdown zones. A reasonable initial
objective would be a move back toward the ~$220 area, followed by a
longer-term recovery target toward prior major resistance levels (with
$280 as a widely cited reference point).

Risks to keep in mind:

*
Oracle’s AI infrastructure spending and balance-sheet considerations
remain a focal point for skeptics.

*
The stock can remain volatile if investors worry about capex timing
versus revenue realization.

-------------------------

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-------------------------

COMPANY: AMAZON (SYM: AMZN)

Amazon is quietly setting up as a 2026 rebound candidate, particularly
as attention returns to AWS capacity, AI compute strategy, and
potential strategic partnerships.

The headline that caught investors’ attention: Reuters reported that
AMAZON IS IN TALKS TO INVEST ROUGHLY $10 BILLION (OR MORE) IN OPENAI,
potentially alongside an agreement involving Amazon’s AI chips. If
that progresses, the strategic implications are significant. Beyond
the capital itself, the “why” matters, Amazon wants greater
leverage in the AI compute stack, including adoption of its
Trainium/AI chip ecosystem, while OpenAI needs enormous infrastructure
to fulfill its commitments.

Amazon also recently reinforced its long-term growth posture
internationally. The company announced plans to invest more than $35
billion in India through 2030, focusing on business expansion and
pillars such as AI-driven digitization and export growth. Amazon has
stated an ambition to help increase cumulative exports from India to
$80 billion by 2030 and deliver AI benefits to millions of small
businesses, initiatives that can deepen its ecosystem and reinforce
AWS relevance in a high-growth market.

Meanwhile, on the core AWS story, OPPENHEIMER raised its PRICE TARGET
ON AMZN FROM $290 TO $305, citing AWS capacity expansion, specifically
the view that AWS could double capacity through 2027. That kind of
framework can become a catalyst narrative because it ties directly to
future AI demand and cloud growth.

Technical perspective:

*
AMZN recently found support around $222. If that area continues to
hold, the next step is a push through near-term resistance, including
the 50-day moving average (recently around ~$229).

*
A reclaim of trend levels, coupled with improving broader market risk
appetite, would strengthen the rebound case.

Risks to keep in mind:

*
Any cooling in cloud demand or a negative turn in AI spending
expectations can pressure AWS narratives.

* Strategic headlines (like potential OpenAI-related developments)
can move shares quickly in either direction depending on terms and
investor interpretation.

-------------------------
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