11:54 AM EDT, 06/24/2025 (MT Newswires) -- Nvidia ( NVDA ) and other tech stocks should get a further lift from the Israel-Iran ceasefire with the "risk on" trade coming into full force, Wedbush said in a Tuesday note.

The investment firm encouraged investors to buy Nvidia ( NVDA ), Palantir ( PLTR ) Microsoft ( MSFT ) , Oracle (ORCL), Amazon ( AMZN ) , and Tesla (TSLA) "on any weakness from geopolitical headlines."

New highs for the markets and the tech sector in particular "could be on the horizon" this summer with the situation in Iran settling into a calmer negotiation stage, Wedbush analysts said.

Even with the some volatility and headline risk expected in the next few weeks, tech investors have received a "bullish one-two punch of news" over the last two days, the analysts said.

"The market will view this Iran threat as now gone," the analysts said, calling it a "positive" for growth in the broader Middle East and ultimately the tech sector.

On the cyber security front, Wedbush named its favorites as Palo Alto Networks ( PANW ) , CyberArk (CYBR), CrowdStrike ( CRWD ) , Zscaler ( ZS ) , and Check Point Software ( CHKP ) .

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