🚀 TECH BULL RUN 2026: A 25% Surge Incoming?
While some are calling for a "bubble," Wedbush’s Dan Ives is doubling down on a massive 25% rally for tech stocks this year. According to the Street’s biggest bull, we aren't at the end of the AI cycle—we’re just hitting the "monetization
phase."
🧠 The Thesis: From Hype to ROI
Ives argues that 2026 is the year AI stops being a buzzword and starts being a massive profit engine. He’s calling this the "Fourth Industrial Revolution," and he believes we are in a "1995 moment"—the very beginning of the internet boom, not the end of it.
🎯 The "Magnificent" Top Picks:
Apple (AAPL): On the road to a $5 Trillion market cap as AI-integrated iPhones spark a global upgrade supercycle.
Microsoft (MSFT): Winning the cloud war as Azure and Copilot become the "Gold Standard" for enterprise AI.
Tesla (TSLA): Betting big on the "Robotaxi Revolution" to turn the tide for Musk’s empire.
Palantir (PLTR): Emerging as the "Messi of AI" for corporate America.
Cybersecurity: High-fliers like CrowdStrike are expected to see a "tidal wave" of spending as AI threats increase.
📉 The Reality Check
Ives has been right before, but a 25% jump on top of the massive gains we’ve seen in recent years is a high bar. With interest rates and AI energy demands still in focus, will the momentum hold?
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