Dan Ives Discusses Nvidia, Clean Energy, and Tesla's Future

Dec 23, 2025, 2:26 AM

Hover over text to view sources

Dan Ives, a well-known tech analyst at Wedbush Securities, has been vocal about his optimistic outlook on several key players in the technology sector, particularly Nvidia and Tesla. He believes that the current market reaction to Nvidia's earnings is misguided, asserting that the company's value will significantly increase in the near future.

Ives predicts that Nvidia, currently valued at approximately $4.4 trillion, could reach a market cap of $5 trillion. He attributes this potential growth to the ongoing artificial intelligence (AI) revolution, which he describes as still in its early stages. According to Ives, the company's earnings results serve as a "validation point" for the AI trade that investors have been anticipating.

In a recent discussion, Ives highlighted that only 4% of US enterprises have invested in AI, suggesting a forthcoming "capital expenditure explosion" as companies begin to adopt AI technologies more broadly. He likened this shift to a "fourth industrial revolution," indicating that the tech sector is on the brink of a significant transformation.

Ives also included Nvidia among his top five stock picks for the second half of 2025, alongside Palantir Technologies, Microsoft, Meta Platforms, and Tesla. He emphasized that the second quarter of 2025 is likely to mark the beginning of a "golden age" for tech stocks, driven by the increasing use cases for AI.

Tesla, in particular, is positioned to benefit from this technological shift. Ives believes that 2026 will be a crucial year for the company as CEO Elon Musk focuses on advancing autonomous driving and robotics. He estimates that the value of Tesla's autonomous driving technology alone could reach a trillion dollars, a figure that underscores the company's competitive edge in the market.

Ives remains confident that the tech rally is far from over, suggesting that the Nasdaq could soar to between 25,000 and 30,000 over the next 12 to 24 months. He views the current market dynamics as an opportunity for investors, despite potential volatility from geopolitical tensions or regulatory challenges.

In summary, Dan Ives' insights reflect a strong belief in the future of Nvidia and Tesla as leaders in the tech and clean energy sectors. His predictions highlight the transformative potential of AI and the importance of investing in these companies as they navigate the evolving landscape of technology.

Trump Media Stock Soars 41% After Merger with TAE Technologies

Trump Media and Technology Group's stock surged over 40% following the announcement of a $6 billion merger with TAE Technologies, a fusion power firm. The deal aims to leverage TAE's advanced technology and Trump Media's financial resources to develop one of the world's first publicly traded fusion power companies.

Motive Technologies Files for IPO on NYSE

Motive Technologies, an AI-powered fleet management company, has filed for an initial public offering on the New York Stock Exchange under the symbol 'MTVE.' The company reported significant revenue growth but also a widening net loss, as it prepares to join a wave of tech firms looking to go public in 2026.

U.S. Stocks Surge in 2025 After Turbulent Tariff and Fed Battles

In 2025, US stocks rebounded strongly, overcoming significant challenges from tariffs and political tensions involving former President Donald Trump and the Federal Reserve. The S&P 500 index saw an impressive return of over 18%, marking its third consecutive year of substantial gains.

S&P 500 Hits Record High, Commodities Surge, Cook Invests in Nike

The S&P 500 has reached a record high, signaling strong market performance as investors anticipate a holiday rally. Commodities like gold and copper are also experiencing significant gains. Meanwhile, Apple CEO Tim Cook has made headlines by purchasing nearly $3 million in Nike shares, further solidifying his investment in the sportswear giant.

Free Solar Tech Training at Holyoke Community College Starts Jan. 7

Holyoke Community College is offering a free 16-week solar technology training program starting January 7, 2026. The program includes hands-on training in solar photovoltaic systems and job readiness components, aiming to prepare participants for careers in the clean energy sector.