① Wedbush analyst Dan Ives remains bullish on Tesla. It is projected that its stock price will rise by 26%-68% next year, and it is believed that it will win the battle for autonomous driving. Competition; ② Ives predicts oracle bone inscriptions The stock price is expected to reach $250 by 2026, and Apple is believed to... The partnership with Google will help Apple achieve a market capitalization of $5 trillion by 2026.
Just this past weekend, Dan Ives, Managing Director and renowned technology analyst at Wedbush Securities, released his outlook on US tech stocks and artificial intelligence in 2026. (AI)'s "Five Optimistic Predictions".
Unsurprisingly, he still believes Tesla has a "bright future." Elon Musk's car company's stock hit a record high last week, but Ives predicts there's still room for further growth.
More broadly, the analyst believes the story of artificial intelligence will continue into 2026 and urges investors to prepare for another “booming year” for the sector.
"On the one hand, the Fourth Industrial Revolution is taking shape, and the United States is leading in technology for the first time in 30 years... On the other hand, reaching the pinnacle of the enterprise/consumer AI revolution will require trillions of dollars in investment, which has caused unease and skepticism among investors," he wrote.
Here are Ives' five predictions for technology and artificial intelligence in 2026: 1. Tesla's "combat power" will be upgraded.
Ives remains bullish on Tesla. And believes the electric vehicle leader will expand its autonomous taxi coverage by 2026.
Tesla will successfully launch its robots in more than 30 cities by 2026. "They started producing taxis and began mass production of driverless taxis, Cybercabs," he wrote.
Regardless of the external noise, Ives remains firmly convinced that Musk's company will win the " autonomous driving race." He points out that under the base case scenario, Tesla's stock price will rise by 26% next year; while under the bullish scenario, Tesla's stock price will rise by 68%.
2. The "Turning Point" in Oracle Bone Script
Oracle has been struggling lately, with a lackluster earnings report raising questions about the strength of its artificial intelligence business. However, Ives is not worried about the company's overspending on AI. He predicts Oracle's stock price will turn around in 2026.
He predicted: "Oracle will successfully complete its data center..." The goal is to begin converting its massive backlog of AI-related RPOs (Residual Performance Obligations), with the stock price projected to reach $250 by 2026, despite current extreme market pessimism.
3. Apple's Breakthrough
Ives suggests that two tech giants may join forces in 2026 to help lead the next phase of artificial intelligence. He predicts that Apple and Google are about to form a joint venture, which will help the iPhone maker catch up with its competitors in the AI race.
“Apple and Google will formally announce an AI partnership around Project Gemini, which will finally solidify Apple’s true AI strategy. This service will eventually roll out across Apple’s network and is expected to help Apple achieve a $5 trillion market capitalization by 2026, ” he wrote.
4. Nebius will be acquired.
Nebius, an AI infrastructure provider, may be one of the next big winners in the AI arms race. The Dutch company is Ives's top target for acquisition by a major tech company by 2026. He cites Microsoft as an example. Alphabet and Amazon As a potential "buyer".
Nebius's stock has risen nearly 200% so far this year. Market research firm Futurum Group has also listed it as one of the top technology stocks in the next generation of artificial intelligence.
5. Network security Stocks will surge
Ives is also very optimistic about the cybersecurity industry, calling it one of the best-performing segments in the technology market. He listed CrowdStrike and Palo Alto Networks as Wedbush's top picks for the coming year.
While Palo Alto Networks has struggled recently, rising only 2% year-to-date, CrowdStrike has surged 41% this year. Ives also noted that both stocks could benefit from growing security demand.
(Article source: CLS)
