Wedbush's Technology Uber-Bull Dan Ives' 2026 Tech Predictions

Via the LinkedIn of  Todd Rosen:

If the image doesn't appear on our blog here is the LinkedIn page:

https://www.linkedin.com/posts/toddarosen_top-10-tech-predictions-for-2026-from-dan-activity-7407823251218853889-yEX9 

And a quick rephrasing of Mr. Ives' points:

1. Tech stocks +20% in 2026:AI-driven growth (software, chips, infrastructure) pushes tech markets higher.
2. Tesla:Launches Robotaxis in 30+ cities; starts large-scale Cybercab production.
3. Apple + Google AI partnership:Joint work on Gemini AI to create Apple’s formal AI strategy.
4. AI infrastructure M&A:Nebius seen as the top acquisition target by a hyperscaler (Microsoft, Alphabet, Amazon).
5. Cybersecurity boom:One of the best performing subsectors.
6. Oracle:Expands data centers, converts AI backlog, targets $250/share in 2026.
7. Quantum tech funding:U.S. government (Trump administration) invests in quantum companies (likely IonQ, Rigetti) for national security reasons.
8. Microsoft:Hits peak AI productivity via Azure and Copilot ecosystem.
9. Nvidia dominance continues:Expands global AI chip lead; gains further China access via U.S.-China trade deals.
10. Palantir:Expands AI platform (AIP) success; valued at $1T within 2–3 years.