Wall Street analysts have highlighted Take-Two Interactive Software Inc. [NASDAQ: TTWO] and Nebius Group N.V. [NASDAQ: NBIS] as their top picks within the communication services and AI infrastructure sectors, citing sharply different but equally compelling investment cases for each company.

Take-Two has become one of the most closely watched names in the gaming industry ahead of the expected release of Grand Theft Auto VI, with TD Cowen analyst Doug Creutz calling TTWO one of his “Best Ideas” for 2026 and describing the company as a “top-tier operator in the global video game market.”

Creutz, who carries a Buy rating and a $284 price target, expects GTA VI to sell more than 40 million units in its first 12 months on the market, describing the title as “the most potent catalyst” across his entire coverage universe.

He projects the live service component of GTA VI to generate bookings of approximately $3 billion in Fiscal 2028, a massive step up from GTA Online’s existing $500 million annual contribution.

Bank of America also raised its price target on Take-Two to $320 from $305 in early May, arguing that GTA VI has the potential to raise the price point for the entire video game industry by normalising a higher retail price for premium titles.

Benchmark Co., Jefferies, and JPMorgan have all maintained Buy ratings on the stock in recent weeks, and with 13 Buys and one Hold on the Street, Take-Two carries a Strong Buy consensus heading into what could be a transformational year for the company.

TTWO shares have risen more than 32% year to date, with bookings in its most recent quarter rising 33% to $1.96 billion, alongside a strong pipeline of additional upcoming titles including Borderlands 4 and Mafia: The Old Country.

Nebius Group [NASDAQ: NBIS] presents a different but equally well-supported bull case, with the Amsterdam-based AI infrastructure company sitting on $46 billion in contracted revenue from Microsoft and Meta, a $2 billion strategic investment from Nvidia, and a data centre buildout spanning three continents.

Bank of America raised its price target on Nebius to $205 from $175, and Goldman Sachs maintains a Buy rating with a $155 target, while Wedbush analyst Dan Ives has named NBIS his top AI infrastructure pick for 2026 and flagged it as a potential acquisition candidate for hyperscalers.

The eight analysts covering Nebius carry a consensus Strong Buy rating with an average price target of $169, implying significant upside from current levels, as the company prepares to report first-quarter 2026 results on May 13.