Part 8/13:
Looking ahead to 2026, Ives confidently projects that tech stocks will continue to rise, with gains of 20–25%. He sees a super cycle of AI adoption, where the initial phase centered on infrastructure is giving way to enterprise AI implementation, and ultimately, to consumer-facing products.
He foresees autonomous vehicles becoming mainstream in multiple cities, and robotics expanding into service industries—transforming daily life. Furthermore, mergers and acquisitions (M&A) activity will accelerate, as cash-rich companies seek to acquire innovative startups, and capital markets facilitate deeper funding rounds with debt offerings and IPOs.