Bloomberg Talks Dan Ives Talks Top AI Plays for 2026
Dec 30, 2025
Dan Ives, Global Head of Tech Research at Wedbush Securities, shares insights into the future of AI investment. He predicts a significant boom for AI in 2026, spotlighting software giants like Snowflake and MongoDB. Ives discusses the overlooked potential of Oracle and the impact of OpenAI on the tech landscape. He emphasizes the importance of CES for showcasing AI advancements and warns that energy constraints and regulation could hinder growth. Finally, he asserts that the U.S. has regained a lead over China in tech development.
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Big Year Ahead For AI Stocks
- Dan Ives expects 2026 to be a booming year for AI and tech stocks, especially software and infrastructure names.
- He predicts tech stocks could rise ~25% driven by derivative plays like cybersecurity and data platforms.
Infrastructure And Derivative Winners
- Ives highlights software infrastructure winners such as Palantir, MongoDB, Snowflake and Nebius as underestimated by investors.
- He calls out derivative plays like CrowdStrike and Palo Alto in cybersecurity as key beneficiaries.
OpenAI Fuels Ongoing Demand
- Ives argues OpenAI and large models will drive a long AI party, not end it, keeping demand for chips and infrastructure high.
- He suggests many AI-related stocks sold off too much and will recover as the revolution continues.