5 predictions for tech and AI in 2026 from mega-bull Dan Ives

• Dan Ives, one of Wall Street’s biggest tech bulls, released his predictions for 2026.

• He thinks the AI revolution is just starting, and that investors shouldn’t be spooked by bubble talk.

• Ives sees big things coming from Tesla, Google, and Apple next year.

Dan Ives of Wedbush Securities unveiled his list of top predictions for the tech sector for 2026, and the outspoken tech bull isn’t any less optimistic about what the new year holds.

Unsurprisingly, he sees big things ahead for Tesla. Shares of Elon Musk’s car company hit a record high this week, but Ives predicts even more gains to come.

More broadly, the analyst sees the AI story continuing to unfold in 2026, and urges investors to buckle in for another bullish year in the space.

“On one hand this is a 4th Industrial Revolution taking shape with the US leading China on tech for the first in 30 years…while on the other hand the trillions of dollars needed to reach the heights of enterprise/consumer AI Revolution have caused nervousness and doubters among investors,” Ives said in a note on Friday.

Here are Ives’ biggest predictions for tech and AI in 2026.

Tesla rolls out robotaxis in 30 cities

Ives is as bullish as ever on Tesla and believes that the EV leader will expand its robotaxi reach in 2026.

“Tesla will successfully launch Robotaxis in over 30 cities in 2026 and start to scale volume production of Cybercabs,” Ives predicts.

The EV maker still has its bears. Ross Gerber told Business Insider recently that he doesn’t think Tesla can catch up in the self-driving car race as Waymo advances rapidly, but Ives remains steadfast in his conviction that Musk’s company will win the driverless race.

He sees Tesla stock rising 26% in his base case and as much as 68% in his bull case.

Oracle advances in the AI data center market

Oracle has struggled recently after a lackluster earnings report that raised some questions about the strength of the AI trade. However, Ives isn’t worried about the concern that the company is overspending on AI. He predicts a turnaround is coming for Oracle stock in 2026.

“Oracle successfully builds out its datacenter targets, starts to convert its massive RPO AI backlog and hits $250 per share in 2026 despite the dark negative sentiment on the stock today,” he predicted.

Apple and Google will team up on AI

Two of the biggest names in tech are likely to team up in 2026 to help usher in the next phase of AI, according to Ives. He predicts that a joint venture between Apple and Google is coming, one that will help the iPhone maker catch up to competitors in the AI race.

“Apple and Google will announce a formal AI partnership around Gemini that will finally cement a real AI strategy for Cupertino,” Ives said. “This will ultimately be a subscription service launched in the Apple network and lead to Apple achieving a $5 trillion market cap in 2026.”

Nebius to be acquired

AI infrastructure provider Nebius may be one of the next big winners of the AI arms race. The Dutch company is Ives’ top pick to be acquired by a Big Tech hyperscaler in 2026. He named Microsoft, Alphabet and Amazon as likely candidates to swoop in and buy it.

Nebius stock is coming off an extremely strong 2025, with 212% year-to-date gains. Ives isn’t the only pro who sees it as a likely winner. Market research firm Futurum Group named it among its picks for the top tech stocks for the next generation of AI.

Cybersecurity stocks will surge

Ives is also highly bullish on the cybersecurity industry, touting it as one of the tech market’s highest performing subsectors. He named CrowdStrike and Palo Alto Networks as Wedbush’s top picks in the space for the coming year.

While Palo Alto Networks has struggled recently and is only up 2% year-to-date, CrowdStrike has spent the year trending upward with 41% gains. Cybersecurity industry experts have also flagged both stocks as likely winners set to capitalize on rising security demand.

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