Dan Ives Anticipates a 'Remarkable 2026' for Tesla and Nvidia, Notes Bears Are Still Observing from 'The Sidelines'
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 11 2025
0mins
Source: Benzinga
Dan Ives' Bullish Outlook: Dan Ives, Global Head of Tech Research at Wedbush Securities, remains optimistic about the U.S. technology sector, predicting a "magical year" for Tesla and highlighting Nvidia as a leader in the early stages of the AI revolution.
Tesla and Nvidia as Key Players: Ives identifies Tesla and Nvidia as the top "physical AI plays," with Tesla's focus on autonomy and robotics expected to be pivotal by 2026, while Nvidia continues to lead the foundational infrastructure of the tech boom.
Continued Tech Rally: Despite recent tech market gains, Ives believes the bull run is far from over, projecting the Nasdaq could reach between 25,000 and 30,000 in the next 12 to 24 months, with growth extending to emerging software companies.
Opportunities Amid Volatility: Acknowledging potential market volatility due to geopolitical tensions, Ives views these moments as opportunities to invest in leading companies in the AI sector.
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Analyst Views on GOOG
Wall Street analysts forecast GOOG stock price to fall
15 Analyst Rating
14 Buy
1 Hold
0 Sell
Strong Buy
Current: 356.560
Low
255.00
Averages
336.08
High
400.00
Current: 356.560
Low
255.00
Averages
336.08
High
400.00
About GOOG
Alphabet Inc. is a holding company. The Company's segments include Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment includes infrastructure and platform services, collaboration tools, and other services for enterprise customers. Its Other Bets segment is engaged in the sale of healthcare-related services and Internet services. Its Google Cloud provides enterprise-ready cloud services, including Google Cloud Platform and Google Workspace. Google Cloud Platform provides access to solutions such as artificial intelligence (AI) offerings, including its AI infrastructure, Vertex AI platform, and Gemini for Google Cloud; cybersecurity, and data and analytics. Google Workspace includes cloud-based communication and collaboration tools for enterprises, such as Calendar, Gmail, Docs, Drive, and Meet.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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