Why Dan Ives and Jeff Kilburg believe 2026 will be the year for Apple to shine

Watch on YouTube ↗  |  February 05, 2026 at 15:08  |  6:31  |  CNBC
Speakers
Dan Ives — Managing Director, Wedbush Securities
Jeff Kilburg — Founder and CEO of KKM Financial, CNBC Contributor
Mackenzie Sigalos — Crypto Reporter/Analyst, CNBC
Morgan — Host

Summary

Dan Ives and Jeff Kilburg discuss Apple, Google, software, and crypto. Ives sees Apple as the 2026 consumer AI winner and expects a software rally, while Kilburg is bullish Google on Gemini momentum and sees software as oversold. They also debate the crypto selloff, with Kilburg calling Strategy a falling knife and Ives viewing crypto weakness as a digestion period and opportunity.

  • Dan Ives is bullish on Apple, expecting AI to add $75-$100 per share and the consumer AI revolution to benefit Cupertino.
  • Jeff Kilburg is bullish on Google, citing Gemini user and token growth and lower serving costs.
  • Both panelists see software as oversold, with Ives predicting a rally for the ages and Kilburg calling it an opportunity.
  • Ives also likes Palantir, calling its earnings a quarter for the ages.
  • Kilburg warns Strategy is a broken chart and a falling knife, wanting stabilization before entry.
  • Ives views the crypto selloff as a gut-check and digestion period, not the end.
  • The panel discusses regulatory concerns, Magnificent Seven rotation, and crypto treasury companies.
Ideas
Dan Ives Managing Director, Wedbush Securities 0:21
Apple is 2026 consumer AI winner.
Dan Ives is unconcerned by European regulatory issues around Apple, saying Apple is on the offensive. He thinks the consumer AI revolution runs through Cupertino and AI could add $75 to $100 per share, making Apple in 2026 what Google was in 2025.
AAPL HIGH
Jeff Kilburg Founder and CEO of KKM Financial, CNBC Contributor 1:25
Google's Gemini momentum drives upside.
Kilburg notes Google was a laggard bought during last year's Magnificent Seven rotation and is now up over 60%. He is excited about Google as a tip of the spear because Gemini has 750 million users, processes 10 billion tokens per minute, serving costs are down 78% in a year, and the company just passed $400 billion in revenue for the first time.
GOOG HIGH
Dan Ives Managing Director, Wedbush Securities 2:18
Palantir disrupting software with no salesforce.
Ives says Palantir had a quarter for the ages and came out of earnings more bullish. He thinks Palantir is disrupting the software model and transforming with essentially no direct salespeople.
PLTR MED
Jeff Kilburg Founder and CEO of KKM Financial, CNBC Contributor 2:59
Software oversold; quality names opportunity.
Kilburg thinks software is in an oversold condition. Tech is being sold indiscriminately, with nearly $4 billion in outflows and algorithms selling even Google, which he says creates an opportunity in high-quality software names.
IGV MED
Dan Ives Managing Director, Wedbush Securities 3:33
Software set for rally for ages.
Ives believes software is way oversold and that AI disruption fears are overdone. He expects a software rally for the ages, arguing the market got it wrong and pointing to Salesforce, CrowdStrike, Microsoft, Oracle, and ServiceNow as beneficiaries.
IGV CRM CRWD MSFT ORCL NOW HIGH
Jeff Kilburg Founder and CEO of KKM Financial, CNBC Contributor 5:05
Strategy is falling knife; wait stabilization.
Kilburg views Strategy as a broken chart and a falling knife. The stock is down 72% from all-time highs, has only about $200 million in cash on hand, and broke its 50-day moving average; he wants to see stabilization before considering an entry point.
STRATEGY HIGH
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This CNBC video, published February 05, 2026, features Dan Ives, Jeff Kilburg discussing AAPL, GOOG, PLTR, IGV, CRM, CRWD, MSFT, ORCL, NOW, STRATEGY. 6 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Dan Ives, Jeff Kilburg  · Tickers: AAPL, GOOG, PLTR, IGV, CRM, CRWD, MSFT, ORCL, NOW, STRATEGY