Why Wedbush's Dan Ives says these five AI stocks will boom in 2026

Core Viewpoint - The discussion focuses on potential technology stock picks for 2026, emphasizing the impact of the AI revolution on various companies and their growth prospects. Group 1: Key Companies and Their Prospects - Nvidia is highlighted as a top name, with an $8 to $10 multiplier effect for every dollar spent on its chips across the tech sector, indicating strong growth potential [4] - Microsoft is noted for its leadership in cloud and AI, with an expected stock upside of $100, driven by its Azure platform [6] - Apple is expected to benefit from a significant partnership with Google, with an anticipated $75 increase in stock value due to AI developments [8] - Tesla is positioned as a leader in autonomous technology, with the potential for its autonomous segment to be worth a trillion dollars, marking a pivotal year for the company [11] Group 2: Market Trends and Implications - The AI revolution is seen as a key driver for growth across the tech industry, with specific companies positioned to capitalize on this trend [4][5] - The discussion suggests that the U.S. is currently ahead of China in technology, with Tesla playing a crucial role in this competitive landscape [12]