Show Dan Ives list of stocks for 2025

Here are the stocks Dan Ives highlighted for 2025:

1. Apple (AAPL): Ives predicts Apple will ship over 240 million iPhones in 2025, setting a new annual record due to the AI features in the iPhone 16, which is sparking a "multi-year supercycle." He expects Apple to reach a $4 trillion market capitalization by early 2025.
2. Palantir Technologies Inc. (PLTR): Ives positions Palantir as "the next Oracle" in 2025, praising its artificial intelligence platform (AIP) and calling it the "Messi of AI." He sees 2025 as another breakout year for the company, with its AIP product transforming AI use cases within enterprises.
3. Oracle (ORCL): Oracle is positioned to capitalize on the enterprise software AI revolution, with Ives emphasizing its competitive advantage in cloud infrastructure and software stack. He sees 2025 as a pivotal year for enterprise AI applications.
4. Tesla (TSLA): In a bullish scenario, Ives predicts Tesla could achieve a $2 trillion market cap by the end of 2025, driven by its autonomous driving technology, the launch of Cybercab, and the potential impact of Elon Musk in U.S.-China tariff negotiations.
5. Nvidia (NVDA): Ives expects Nvidia to be among the stocks worth $4 trillion by 2025, driven by the multiplier effect of every dollar spent on an Nvidia chip within an eight to ten multiplier.
6. Microsoft (MSFT): Like other tech giants, Microsoft is expected to reach a $4 trillion market capitalization by 2025, driven by accelerating AI adoption across industries.

These stocks are part of a broader bullish outlook for the tech sector, with Ives forecasting the Nasdaq could reach 25,000 by late 2025 or early 2026, driven by AI adoption and increased tech merger and acquisition activity.