Dan Ives Says Big Tech Could Rally Another 20% In 2026 – AI Trade Is Far From Over

In a post on X, Dan Ives expressed optimism about the tech sector’s momentum as new AI applications and revenue streams take shape heading into 2026.
Dan Ives speaks at BTC, ETH and WLD are Friends on September 16, 2025 in Washington, DC.
Dan Ives speaks at BTC, ETH and WLD are Friends on September 16, 2025 in Washington, DC. (Photo by Tasos Katopodis/Getty Images for Eightco Holdings (NASDAQ: ORBS) and BitMine (NASDAQ: BMNR))
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Shivani Kumaresan·Stocktwits
Published Dec 01, 2025   |   7:28 AM EST
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  • Dan Ives predicts technology stocks could climb roughly 20% in 2026.
  • Ives highlighted the fact that AI will expand into broader commercial uses.

Dan Ives, managing director at Wedbush Securities, said on Monday that Big Tech is expected to remain the dominant force in financial markets next year as investors continue to pour money into companies driving the next phase of artificial intelligence development.

In a post on X, Ives expressed optimism about the tech sector’s momentum as new AI applications and revenue streams take shape heading into 2026.

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Another Strong Tech Rally

Ives said he anticipates another year of robust gains, projecting that major technology names could climb roughly 20% in 2026 as AI expands into broader commercial uses. The Nasdaq-100 Technology Sector index (NDXT) has gained over 21% year-to-date. 

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