Reviewed by Gotrade Internal Analyst
Jakarta, Gotrade News - Dan Ives from Wedbush Securities just dropped his tech sector predictions for 2026, and the vibe is super optimistic.
The analyst sees the AI revolution continuing full steam ahead, despite some market jitters regarding the massive investment costs involved.
Key Takeaways
- Tesla, Inc. is predicted to roll out Robotaxis in 30 cities by 2026.
- An AI partnership between Apple Inc. and Google could push Apple's market cap to new heights.
- The cybersecurity sector is set to surge, favoring players like CrowdStrike Holdings, Inc..
Ives remains incredibly bullish on Tesla’s future and their autonomous fleet expansion in the coming year. According to his note cited by Business Insider, Tesla is set to launch Robotaxis in over 30 cities.
Strategic Moves by Tech Giants
Apple and Google are likely to announce a formal partnership to integrate Gemini into iPhone devices. Ives predicts this move will drive Apple's valuation to break the $5 trillion mark in 2026.
Meanwhile, Oracle Corporation is expected to make a major comeback after its previous earnings report. Ives targets Oracle's stock price to hit $250, fueled by data center expansion and a solid AI backlog.
Potential Acquisitions & Cyber Defense
Infrastructure provider Nebius is becoming a prime target for acquisition by big tech firms or hyperscalers. Ives mentions Microsoft Corporation, Alphabet Inc., or Amazon.com, Inc. as potential buyers.
The cybersecurity sector is also projected to be one of the top-performing subsectors next year. Ives points to Palo Alto Networks, Inc. and CrowdStrike as Wedbush’s top picks in this industry.
Reference:
- Business Insider, 5 predictions for tech and AI in 2026 from mega-bull Dan Ives. Accessed on December 22, 2025
- Featured Image: Shutterstock
Disclaimer
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