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AI and Tech stocks will have a booming year, Dan Ives Says
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December 30, 2025
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8:28Now PlayingDan Ives, Global Head of Tech Research at Wedbush Securities, shares his top AI plays for 2026.
At CES, the annual consumer technology conference happening in Las Vegas next week, the biggest names in tech, including Nvidia Corp., Advanced Micro Devices Inc., Samsung Electronics Co. and Lenovo Group Ltd., will make the case for artificial intelligence. Their target audience those few days: investors, corporate clients and — perhaps just as importantly — ordinary shoppers who have yet to be fully sold on the idea of AI-infused gadgets.
CES, which runs from Jan. 6-9, is where many tech companies unveil their wares for the year. That includes a mix of products that are imminently available for purchase, and concept devices that may or may not go to market — and could be half-baked if they do. While Nvidia Chief Executive Officer Jensen Huang is likely to be the most charismatic showman in Vegas hyping AI’s underlying technologies, he’ll be surrounded by a slew of players that are testing consumers’ appetite for gadgets where AI isn’t just a nice-to-have feature, but the main selling point.
The show floor this year will be particularly populated with AI-powered hardware, including the sort of smart glasses popularized by Meta Platforms Inc. and that Snap Inc. and Apple Inc. are planning to launch by the end of 2026. While Meta and Snap will both have a presence at CES, the bulk of the news in this space is likely to come from smaller brands, such as Xreal Inc., Vuzix Corp., Halliday Global Ltd., Rokid and Even Realities.
Meta isn’t expected to unveil new hardware at this time, having recently debuted its first smart glasses with a built-in screen. It is possible, however, that the social media giant is ready to show off some new or improved software features. It’s a similar story for Snap, which isn’t likely to choose this venue to announce pricing and availability for its forthcoming “Specs” glasses. The Specs will be on display for attendees who haven’t had a chance to see them in person, which has so far mostly included select media outlets.
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