Name: Tech Stocks to Climb 20%-25% in 2026, Says Dan Ives
Uploaded: 2026-01-02T12:40:32+00:00
Duration: 490 s

Speakers

Dan Ives — Managing Director, Wedbush Securities

Summary

Dan Ives of Wedbush Securities says 2026 is an inflection year for AI and tech, with tech stocks expected to rise 20%-25%. He favors the AI revolution's next-phase plays, including physical AI/humanoid robotics, Nvidia, Tesla, Microsoft, Oracle, Apple, and selective China tech. He also highlights Big Tech's AI arms race and the IVES ETF/AI 30 winners.

Dan Ives expects tech stocks up 20%-25% in 2026.
AI is in the third inning; 2026 is seen as another bull market year.
Physical AI, humanoid robotics, and autonomous systems are key themes.
Nvidia and Tesla are named as top physical AI plays.
Microsoft and Oracle are called hyperscale table pounders; Apple is seen joining consumer AI.
US tech remains ahead of China, but China tech is viewed bullishly selectively.
Big Tech's AI arms race and antitrust backdrop support more acquisitions.

Ideas

Dan Ives Managing Director, Wedbush Securities 0:24

Tesla leads autonomous robotics and physical AI.

Ives says Tesla is the other top physical AI play and is entering its autonomous chapter, with Musk acting as a wartime CEO focused on autonomy and robotics. He sees autonomous driving and humanoid robotics as its next monetization phase.

Dan Ives Managing Director, Wedbush Securities 0:29

Apple joins consumer AI revolution.

Ives says Apple is finally coming to the AI party instead of being on the treadmill, and should start benefiting from the consumer AI revolution as it enters the next upgrade cycle.

Dan Ives Managing Director, Wedbush Securities 0:43

Tech and AI bullish into 2026.

Ives expects tech stocks to rise 20%-25% in 2026, calling it an inflection year for AI with second-, third-, and fourth-derivative plays broadening beyond big tech. He says the AI revolution is only in the third inning and 2026 should be another bull market year for tech and AI.

Dan Ives Managing Director, Wedbush Securities 1:26

Humanoid robotics is next AI frontier.

Ives expects physical AI, humanoid robotics, and autonomous systems to be front and center in 2026, with embedded AI devices gaining prominence. He identifies Nvidia and Tesla as the two best physical AI plays.

Dan Ives Managing Director, Wedbush Securities 1:26

Nvidia leads physical AI and chips.

Ives calls Nvidia one of the two best physical AI plays and says it remains 4-5 years ahead of any other chip player. He expects even restricted H200 chips to see Chinese big tech demand despite Beijing politics.

Dan Ives Managing Director, Wedbush Securities 4:35

US tech remains ahead of China.

Ives argues the US is ahead of China in tech for the first time in 30 years, led by Nvidia, Microsoft, Palantir and others. When playing the AI revolution, he says investors have to play US tech.

Dan Ives Managing Director, Wedbush Securities 4:47

China tech narrows AI gap with robotics.

Ives is bullish on China tech as the AI gap narrows, with robotics and autonomy front and center. He names Alibaba and Tencent as Chinese tech players to go after.

Dan Ives Managing Director, Wedbush Securities 6:06

Ives ETF focuses on AI winners.

Ives says the IVES ETF focuses on the AI 30 winners, including a few Chinese players, as the way to own the AI revolution's winning names.

Dan Ives Managing Director, Wedbush Securities 6:49

Microsoft and Oracle are hyperscale winners.

Ives views Microsoft as an enterprise AI and hyperscaler leader, saying the first call for companies moving to AI goes to Nadella. He sees 25-30B in incremental monetization not factored into estimates and calls Microsoft and Oracle table pounders.

Tech Stocks to Climb 20%-25% in 2026, Says Dan Ives

Summary

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