Top AI and technology predictions for 2026 from one of Wall Street's biggest bulls

Dan Ives, stock market analyst at Wedbush Securities.

2025-12-19T17:11:28.982Z

Dan Ives, one of Wall Street's biggest tech bulls, has released his predictions for 2026.
He believes the AI revolution is just beginning and investors shouldn't be spooked by talk of a bubble.
Ives expects big things to happen next year from Tesla, Google and Apple.

Wedbush Securities' Dan Ives has released a list of his top tech sector predictions for 2026, and the outspoken tech bull is equally optimistic about what the new year holds.

Naturally, he sees big things coming for Tesla. Elon Musk's car company's stock hit a record high this week, and Ives expects it to rise further.

More broadly, analysts see the AI story continuing to unfold in 2026, urging investors to brace for another bullish year in the space.

“While the Fourth Industrial Revolution is taking shape with the United States leading China in technology for the first time in 30 years, the trillions of dollars needed to reach the heights of the enterprise/consumer AI revolution are causing anxiety and doubt among investors,” Ives said in a note Friday.

Here are Ives' biggest predictions for technology and AI in 2026:

Tesla rolls out robotaxis in 30 cities

Wall Street trader on the New York Stock Exchange.

Ives remains bullish on Tesla, believing the EV leader will expand its robotaxi range in 2026.

“Tesla will successfully launch robotaxis in more than 30 cities in 2026 and begin mass production of the CyberCab,” Ives predicted.

There are still bearish forces among EV manufacturers. Ross Gerber recently told Business Insider that he doesn't think Tesla will be able to catch up in the self-driving car race as Waymo advances rapidly, but Ives remains steadfast in his belief that Musk's company will win the driverless car race.

He sees Tesla stock rising 26% in the base case and as much as 68% in the bullish case.

Oracle leaps forward in the AI data center market

Oracle has struggled recently after a lackluster financial report raised questions about the strength of the AI industry. But Ives isn't concerned about concerns that the company is overspending on AI. He predicts a turnaround for Oracle stock in 2026.

“Oracle has successfully built on its data center goals and begun converting its massive RPO AI backlog, reaching $250 per share in 2026 despite today's gloomy negative sentiment for the stock,” he predicted.

Apple and Google partner on AI

Alphabet CEO Sundar Pichai sits next to Apple CEO Tim Cook.

Ives said the two tech industry giants could partner in 2026 to help take AI to the next level. He predicts a joint venture between Apple and Google will help the iPhone maker catch up with competitors in the AI race.

“Apple and Google will announce a formal AI partnership centered on Gemini, which will finally strengthen Cupertino's true AI strategy,” Ives said. “This will ultimately be a subscription service launched on the Apple network, and Apple will reach a $5 trillion market cap in 2026.”

Plan to acquire Nevius

Nebius logo on a smartphone with Microsoft logo in the background.

Illustration: Avishek Das/SOPA Images/LightRocket, Getty Images

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

Nevius stock has performed extremely well in 2025, up 212% since the beginning of the year. Ives isn't the only professional who sees a chance of winning. Market research firm Futurum Group named the company among its top tech stocks for next-generation AI.

Cybersecurity stocks will soar

Crowdstrike logo on smartphone with stock screen background.

Illustration: Nikolas Kokovlis/NurPhoto, Getty Images

Ives is also very bullish on the cybersecurity industry, touting it as one of the best-performing subsectors in the technology market. He cited CrowdStrike and Palo Alto Networks as Wedbush's top candidates for the space next year.

Palo Alto Networks has struggled recently, rising just 2% year-to-date, while CrowdStrike is on the upswing, up 41% for the year. Cybersecurity industry experts also say both stocks are likely to emerge as winners as they capitalize on rising demand for security.

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