Rubrik is a high-conviction buy due to its critical focus on cyber resilience and data security in an increasingly threat-prone environment.
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Dan Ives: “Nasdaq 30,000 Is Coming” (3 Tech Stocks That Could Make You a Millionaire)
Stocks Galore - Stock Picks & Investing InsightsMay 16, 2026
Dan Ives predicts the Nasdaq will reach 30,000 in 6-9 months, driven by the AI revolution and chip demand. He highlights Cerebras Systems' strong IPO performance as a turning point and sees continued growth in AI-exposed companies, including Nvidia, AMD, and Intel. Despite some negative press around OpenAI, Ives believes it will be a core winner in the enterprise space.
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Tickers discussed in this post
Nebius (NBIS) is mentioned as a controversial and speculative stock.
NICE is positioned at the center of major tech shifts like AI and cybersecurity.
Intel is expected to benefit from the AI chip rally.
AMD is expected to see continued upside in the AI chip rally.
Nvidia is a key beneficiary of the AI chip demand, with significant upside potential.