tech
December 30, 2025
Here are Dan Ives’ top AI picks heading into the new year
“It’s about the derivative of the AI revolution," said Ives.
TL;DR
- AI was the undisputed stock market leader in 2025.
- Dan Ives named Microsoft, Apple, Tesla, Palantir Technologies, and CrowdStrike as his top AI stock picks for 2026.
- Nvidia, the chipmaker that led the AI rally for three years, was notably excluded from the top picks list.
- Ives' thesis for 2026 is centered on the derivative impact of AI spending, with an estimated $8-$10 multiplier across the rest of tech for every dollar spent on Nvidia chips.
- Ives remains bullish on Nvidia despite its exclusion from his top five list.
- Microsoft's Azure is noted for underestimated growth potential.
- Apple's AI monetization could add $75 to $100 per share.
- 2026 is predicted to be a 'monster year' for Tesla, with the autonomous and robotics chapter beginning.
- Palantir has a 'golden path' to become a trillion-dollar market cap company due to strategic AI moves.
- CrowdStrike is gaining market and mind share as its product suite expands.
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