Overview
- Ives highlights Microsoft, Apple, Tesla, Palantir and CrowdStrike as his top beneficiaries for 2026, leaving Nvidia off the list while still calling it a top tech name.
- Wedbush price targets: Microsoft $625, Apple $350, Tesla $600, Palantir $230 and CrowdStrike $600, implying roughly mid‑20% to low‑30% upside.
- Microsoft is flagged as Wedbush’s favorite large-cap for next year, with FY26 described as the true inflection point for enterprise AI deployments on Azure.
- Apple is expected to begin monetizing consumer AI features, which Ives estimates could add about $75–$100 per share over time.
- Tesla is projected to benefit from autonomy and robotics initiatives, with Ives saying the company could reach a $2 trillion market cap over the next year and a $3 trillion bull case by end‑2026, while Palantir and CrowdStrike are cited for strong AI platform and cybersecurity demand.