Hedge fund veteran Dan Ives is revealing his top five tech stock picks for 2026.
In a new CNBC Squawk Box interview, Ives says that artificial intelligence (AI) will likely cause the following five tech companies to outperform next year: Tesla (TSLA), Microsoft (MSFT), Palantir (PLTR), CrowdStrike (CRWD) and Apple (AAPL).
“It’s about the derivatives of the AI revolution playing out. That’s our whole thesis going into 2026. For every dollar spent on a NVIDIA chip, there’s an eight to 10 multiplier across the rest of tech. And that’s why I think those five are the ones specifically going into early part of ’26 that I think are going to boom. That’s why we pound the table on those five names.”
Ives says that
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