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
Should l Buy GOOG?
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 rise
15 Analyst Rating
14 Buy
1 Hold
0 Sell
Strong Buy
Current: 273.140
Low
255.00
Averages
336.08
High
400.00
Current: 273.140
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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- AI-Driven Growth: The Invesco QQQ Trust is heavily invested in AI-related stocks, with top holdings including tech giants like Nvidia and Apple, which are expected to benefit from the rapid development of AI technologies, further enhancing market performance.
- Market Correction Timing: The Nasdaq Composite is currently in a market correction, down over 10% from its all-time high, and historical data indicates that such corrections have led to an average five-year return of 146%, presenting a favorable investment opportunity.
- Concentration Risk Warning: While the Invesco QQQ Trust has a reasonable expense ratio of 0.18%, its top ten holdings account for nearly 50% of its performance, prompting investors to carefully consider the concentration risk and potential price volatility.
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- Historical Returns: The Nasdaq-100 has achieved a 103% average five-year total return over the past two decades, indicating that investors could potentially double their money in the next five years, thus drawing increased investor interest.
- Market Correction Opportunity: The Nasdaq Composite fell into correction territory last month, which historically has been viewed as a good time to invest; after 13 market corrections, the Nasdaq-100's five-year total returns averaged 146%, suggesting a favorable outlook.
- AI-Driven Growth: The Invesco QQQ Trust is heavily invested in AI-related stocks, with over 80% of its assets concentrated in technology and consumer discretionary sectors, which are expected to perform well due to the rise of artificial intelligence, enhancing its investment appeal.
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- AI-Driven Growth: The Invesco QQQ Trust is heavily invested in AI-related stocks, with top holdings including tech giants like Nvidia and Apple, which are expected to benefit from the rapid development of AI technologies, further enhancing market performance.
- Market Correction Timing: The Nasdaq Composite is currently in a market correction, down over 10% from its all-time high, and historical data indicates that such corrections have led to an average five-year return of 146%, presenting a favorable investment opportunity.
- Concentration Risk Warning: While the Invesco QQQ Trust has a reasonable expense ratio of 0.18%, its top ten holdings account for nearly 50% of its performance, prompting investors to carefully consider the concentration risk and potential price volatility.
See More
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- Historical Returns: The Nasdaq-100 has achieved a 103% average five-year total return over the past two decades, indicating that investors could potentially double their money in the next five years, thus drawing increased investor interest.
- Market Correction Opportunity: The Nasdaq Composite fell into correction territory last month, which historically has been viewed as a good time to invest; after 13 market corrections, the Nasdaq-100's five-year total returns averaged 146%, suggesting a favorable outlook.
- AI-Driven Growth: The Invesco QQQ Trust is heavily invested in AI-related stocks, with over 80% of its assets concentrated in technology and consumer discretionary sectors, which are expected to perform well due to the rise of artificial intelligence, enhancing its investment appeal.
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See More
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- Market Acceptance Growth: A survey by Murphy & Prachthauser reveals that 70% of Americans feel at least somewhat apprehensive about autonomous ride-hailing, yet 64% of those who have experienced self-driving rides reported feeling comfortable, indicating a growing acceptance that could positively impact stock prices of related companies.
- Waymo's Leading Position: Waymo has completed over 20 million rides with a customer satisfaction rate of 93%, and its safety record shows a 92% reduction in serious injuries and pedestrian crashes compared to human drivers, solidifying its competitive edge in the autonomous driving market.
- Tesla's Expansion Potential: Tesla is currently offering autonomous ride-hailing services in Austin and plans to expand to more cities, with VP Lars Moravy stating that Tesla is the only company capable of scaling quickly to meet market demands, positioning it favorably for future competition.
- Technology Comparison and Challenges: Tesla's reliance on computer vision, as opposed to Waymo's LiDAR sensors, reduces costs but may compromise safety, a factor that could influence Tesla's long-term competitiveness in the autonomous ride-hailing market.
See More
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- Positive Survey Results: A recent survey by Murphy & Prachthauser found that 70% of Americans feel anxious about riding in autonomous rideshares, yet 64% of those who have experienced self-driving vehicles felt comfortable during their last ride, indicating a growing acceptance of this emerging market.
- Waymo's Market Leadership: Waymo's autonomous vehicles have completed over 20 million rides, boasting a 93% customer satisfaction rate, and its safety record shows a 92% reduction in serious injuries and pedestrian crashes compared to human drivers, making it a safer choice as determined by insurance giant Swiss Re.
- Tesla's Expansion Plans: Tesla is currently offering autonomous rideshare services in Austin and plans to expand into more cities, with VP Lars Moravy stating that Tesla is the only company capable of scaling quickly to meet the surging demand for autonomy, highlighting the massive potential market size.
- Technological Competitive Edge: Tesla's full self-driving technology relies solely on computer vision, which lowers costs but may compromise safety, while Waymo employs LiDAR sensors, showcasing a fundamental difference in their technological approaches that could impact future market shares.
See More
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- Record Funding Amount: OpenAI announced it raised $122 billion in its latest funding round, a figure that not only sets a new record in the AI sector but also reflects the market's high recognition and expectations for its technology.
- Microsoft's Support Boosts Confidence: With Microsoft as a key investor, OpenAI gains not only financial backing but also strengthens its leadership position in the AI field, which is expected to accelerate the commercialization of related technologies.
- Broad Market Prospects: This funding will enable OpenAI to increase its R&D investments, driving innovation in areas such as natural language processing and machine learning, which is anticipated to have a profound impact across multiple industries, particularly in automation and data analytics.
- Strategic Partnership Potential: With the influx of capital, OpenAI may seek to establish strategic partnerships with more companies to expand its technology application scenarios, thereby positioning itself more favorably in a highly competitive market.
See More
Alphabet Shares Surge as Cloud Business Shows Strong Growth
- Strong Earnings Report: Alphabet's revenue for Q4 2025 rose 18% year-over-year to $113.8 billion, showcasing robust demand across its core search and cloud businesses, reflecting the company's competitive strength and attractiveness in the market.
- Search Business Resurgence: The Google search segment saw a 17% year-over-year revenue increase to $63 billion, with management attributing this growth to advancements in artificial intelligence, indicating the company's leadership in technological innovation.
- Cloud Business Explosion: Google Cloud's revenue reached $17.66 billion, up 48% year-over-year, while cloud backlog surged 55% to $240 billion, demonstrating strong demand for AI products and significant future growth potential.
- Robust Cash Flow: Alphabet generated $52.4 billion in operating cash flow in Q4, with net income rising 30% year-over-year to $34.5 billion, indicating the company's ability to maintain strong profitability and financial health while making substantial investments.
See More
