Dan Ives Predicts 'Magical 2026' For Tesla And Nvidia, Says Bears Are Still Watching From 'The Window'

Benzinga

Dan Ives said the tech bull run should extend into 2026, calling Tesla and Nvidia the strongest “physical AI plays” and projecting autonomous driving could add a trillion dollars to Tesla’s value. He sees the Nasdaq reaching 25,000–30,000 and expects the rally to broaden to software names like Palantir, MongoDB, and Snowflake.

Transcript

00:00It's Benzinga bringing Wall Street to Main Street.

00:03Wedbush securities analyst Dan Ives told CNBC International he expects the tech rally to

00:08continue into 2026. He said Tesla and NVIDIA are the top physical AI plays and predicted that

00:14autonomous driving technology adds a trillion dollars to Tesla's outlook. He said NVIDIA

00:19will continue to lead the infrastructure powering the AI boom. Ives called his two-year projection

00:25for the bull-run conservative and said the Nasdaq could reach 25,000 to 30,000 in the next 12 to 24

00:32months. He expects the rally to broaden beyond Microsoft and Alphabet to software names like

00:37Palantir, MongoDB, and Snowflake. Ives said geopolitical or regulatory shocks will create

00:43opportunities to buy leading AI companies. For all things money, visit Benzinga.com.

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