Look, we all know that one friend who’s perpetually bullish on everything tech-related. Well, Dan Ives from Wedbush Securities is basically that friend, except he gets paid millions to make these calls and somehow keeps being right. The guy just dropped his 2026 predictions, and honestly? They’re wild enough to make your investment app notifications go crazy.
Tesla’s Robotaxi World Domination (Because Of Course)
Ives thinks Tesla will roll out robotaxis in 30+ cities next year. Yeah, you read that right – thirty cities. While everyone’s been arguing about whether Elon’s promises are realistic, Ives is out here saying “hold my energy drink” and predicting Tesla stock could jump 26% to 68%. Ross Gerber thinks Waymo’s got the edge, but Ives is doubling down on Team Musk. Bold? Absolutely. Crazy? Maybe. Profitable if he’s right? You bet.
Oracle’s Comeback Story
Remember Oracle? That company your dad’s IT department probably still uses? Ives thinks they’re about to have their main character moment. Despite recent earnings that made investors nervous about AI overspending, he’s predicting Oracle hits $250 per share in 2026. That’s some serious “trust me bro” energy, but hey, stranger things have happened in tech.
Apple + Google = The Ultimate Power Couple
Here’s where it gets spicy: Ives thinks Apple and Google will announce a formal AI partnership around Gemini. Basically, Apple finally admits they need help with AI (shocking, I know), and Google swoops in like the tech-savvy friend who fixes your computer. The result? Apple potentially hitting a $5 trillion market cap. That’s trillion with a T, folks.
Nebius: The Acquisition Target You’ve Never Heard Of
Plot twist – Ives’ top acquisition pick for 2026 isn’t some household name. It’s Nebius, a Dutch AI infrastructure company that’s up 212% this year. He thinks Microsoft, Google, or Amazon will swoop in and buy them. If you’re wondering “who the heck is Nebius?” – well, that might be exactly why they’re flying under the radar before a potential buyout.
Cybersecurity Stocks: The Boring Heroes
While everyone’s obsessing over AI and robotaxis, Ives is quietly bullish on cybersecurity. His picks? CrowdStrike and Palo Alto Networks. Because let’s be real – the more AI we have, the more ways hackers can mess with us. It’s like digital whack-a-mole, except the moles have PhD’s and the hammers cost billions.
The Bottom Line
Ives calls this the “4th Industrial Revolution” and thinks the US is finally beating China at the tech game for the first time in 30 years. Whether you buy into his crystal ball or think he’s been drinking too much Silicon Valley Kool-Aid, one thing’s clear: 2026 is shaping up to be either spectacular or spectacularly messy for tech investors.
Just remember – past performance doesn’t guarantee future results, but it sure makes for entertaining predictions.