Dan Ives remains very bullish on Nvidia, viewing it as the foundational backbone for all AI infrastructure.
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The Stock Market is About to Explode (GET READY!) - Tom Lee & Dan Ives
Everything MoneyMay 2, 2026
The creator discusses bullish market predictions from analysts Tom Lee and Dan Ives, focusing on AI's impact and specific stock picks. Tom Lee is bullish on the S&P 500 reaching 7,700 by 2026, citing strong earnings and AI productivity. Dan Ives is highly bullish on tech, predicting 15-25% growth by 2026, with specific positive calls on Tesla, Apple, Microsoft, Palantir, Crowdstrike, and Nvidia.
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Dan Ives identifies Crowdstrike as his top pick in cybersecurity, a critical AI subsector.
Dan Ives calls Palantir a top pick for commercial AI, predicting it could reach a trillion-dollar market cap within two to three years.
Dan Ives expects Microsoft's Azure cloud business to experience faster-than-anticipated growth in 2026.
Dan Ives believes Apple is on the verge of a major AI upgrade cycle, potentially partnering with Google and pushing towards a $5 trillion valuation.
Dan Ives has a $600 price target on Tesla, expecting a breakout year for autonomous driving and robotics, with robo taxi launches and potential trillion-dollar valuation increase from the robotics business.