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
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.
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.
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.
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