Nasdaq’s Bullish Trend Signals Opportunity in AI Stocks: The Trade Desk and Atlassian Poised for Growth

The Nasdaq Composite (^IXIC) has entered a new bull market, recovering from earlier declines triggered by trade policy shifts. Historical data since 1990 shows the index averages 31% annual returns during bull cycles, suggesting significant upside potential by 2026. Wall Street analysts highlight two AI-focused equities as prime beneficiaries: The Trade Desk (TTD) and Atlassian (TEAM).

The Trade Desk, commanding the independent demand-side platform space, leverages its Kokai AI suite to optimize digital ad campaigns. Median price targets imply 36% upside from current levels. Atlassian's collaboration software continues gaining enterprise traction, with analysts projecting 60% upside at median targets. Even conservative estimates suggest double-digit growth potential for both names.

Market technicians note the Nasdaq's resilience mirrors previous recovery patterns, where technology leaders outperformed during mid-cycle bull phases. The AI thematic remains a key driver, with institutional investors increasingly allocating to infrastructure plays like these rather than pure cryptocurrency proxies.