Dan Ives Shares 5 Forecasts for Technology and AI in 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 20 2025
0mins
Should l Buy GOOG?
Source: Yahoo Finance
Dan Ives' Predictions for 2026: Wall Street analyst Dan Ives remains optimistic about the tech sector, predicting significant advancements for Tesla, Oracle, Apple, and Google, particularly in AI and electric vehicles.
Tesla's Robotaxi Expansion: Ives forecasts that Tesla will successfully launch robotaxis in over 30 cities and sees potential stock gains of up to 68% as the company leads in the self-driving car race.
AI Partnerships and Acquisitions: Ives anticipates a formal AI partnership between Apple and Google, which could help Apple reach a $5 trillion market cap, and predicts that AI infrastructure provider Nebius will be acquired by major tech companies.
Cybersecurity Market Growth: Ives highlights the cybersecurity sector as a high-performing area, naming CrowdStrike and Palo Alto Networks as top picks, with expectations for significant growth driven by increasing security demands.
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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: 294.900
Low
255.00
Averages
336.08
High
400.00
Current: 294.900
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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- User Attrition Risk: By increasing prices on lower-cost subscription tiers, Netflix risks driving users out of its ecosystem entirely, especially in a competitive streaming market where price sensitivity is high, potentially impacting the company's long-term growth prospects if users switch to more affordable alternatives.
- Confidence in Content Expansion: Netflix's strategy to enhance its value proposition through expanded content offerings, including sports, demonstrates its confidence in maintaining user loyalty despite inflationary pressures, which is crucial in the current economic climate where consumer spending is strained.
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- Technological Breakthrough: Google's TurboQuant algorithm, which can reduce memory usage by at least 6x and achieve up to 8x speedup, is expected to alleviate the demand for memory chips, potentially improving Arista's cost structure and enhancing its market outlook.
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See More
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- Nvidia's Market Advantage: With a massive existing installation base and its proprietary CUDA parallel computing platform, Nvidia is poised to achieve over $1 trillion in sales from Blackwell and Vera Rubin by 2027, highlighting its substantial potential in AI inference applications.
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See More
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