{"id":260873,"date":"2026-01-31T11:02:17","date_gmt":"2026-01-31T11:02:17","guid":{"rendered":"https:\/\/www.newsbeep.com\/nz\/260873\/"},"modified":"2026-01-31T11:02:17","modified_gmt":"2026-01-31T11:02:17","slug":"dan-ives-names-best-in-the-world-stocks-to-bet-on-physical-ai-tradingview-news","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/nz\/260873\/","title":{"rendered":"Dan Ives names \u2018best in the world\u2019 stocks to bet on \u2018Physical AI\u2019 \u2014 TradingView News"},"content":{"rendered":"

\"dan<\/p>\n

The digital gold rush of the last two years has officially moved from the cloud to the streets.<\/p>\n

In a series of high-energy appearances on CNBC this week, Wedbush Securities analyst Dan Ives declared 2026 the year of \u201cPhysical AI\u201d \u2013 the moment where artificial intelligence sheds its screen-bound skin to inhabit robots, vehicles, and handheld devices.<\/p>\n

Ives \u2013 known for his relentless bullishness on the US tech sector \u2013 argued that the \u201cfourth industrial revolution\u201d has reached a tipping point, and the following three \u201cbest in the world\u201d names own the intersection of silicon and steel.<\/p>\n

Tesla Inc \"\"\/TSLA<\/a><\/p>\n

For Dan Ives, the EV maker has ceased to be a mere car company \u2013 and has transformed into the preeminent physical AI play on the planet.<\/p>\n

, Ives dismissed concerns over quarterly delivery fluctuations \u2013 urging investors to look at the \u201cgolden year\u201d ahead.<\/p>\n

He believes Tesla Inc.\u2019s valuation is anchored by two transformative physical technologies: Full Self-Driving (FSD) and the Optimus humanoid robot.<\/p>\n

Ives famously noted that while others see a car company, he sees an \u201cembodied AI\u201d powerhouse.<\/p>\n

As FSD adoption leaps toward 50% and autonomous \u201cCybercabs\u201d hit the streets in 30 cities by the end of 2026, Tesla\u2019s margin story will shift from automotive to high-scale software, he concluded.<\/p>\n

Nvidia Corp \"\"\/NVDA<\/a><\/p>\n

No discussion of physical AI is complete without the man Ives calls the \u201cGodfather of AI\u201d, Jensen Huang.<\/p>\n

Ives reiterated on \u201cSquawk Box\u201d that Nvidia remains the bedrock upon which the entire physical AI ecosystem is built.<\/p>\n

From massive compute power required to train autonomous fleets to the specialized chips driving industrial robotics, Nvidia\u2019s hardware is the \u201coxygen\u201d of the industry.<\/p>\n

Ives argued that the company remains four to five years ahead of any serious competitor, creating a moat that is effectively impenetrable.<\/p>\n

\u201cIt\u2019s Nvidia\u2019s world, and everyone else is paying rent,\u201d Ives quipped \u2013 emphasizing that the shift toward physical robotics only deepens the global dependency on Nvidia\u2019s hardware.<\/p>\n

Apple Inc \"\"\/AAPL<\/a><\/p>\n

While Tesla moves bodies and Nvidia moves data, Apple Inc is Ives\u2019 pick for the \u201cinvisible\u201d yet massive physical AI upgrade cycle.<\/p>\n

Ives argues that 2026 is the \u201cprove it\u201d moment for Cupertino, as the multinational finally integrates generative AI into the pockets of billions.<\/p>\n

He pointed to the expected formal partnership with Google Gemini and the launch of AI-enabled iPhone hardware as the catalysts for a historic upgrade cycle.<\/p>\n

To Ives, the iPhone is the ultimate \u201cphysical AI device\u201d because it serves as the primary interface between the average consumer and the AI revolution.<\/p>\n

He predicts that this shift will unlock billions in recurring, high-margin revenue \u2013 potentially pushing AAPL\u2019s valuation toward the $5 trillion mark as Siri transforms into a proactive, physical-world assistant.<\/p>\n","protected":false},"excerpt":{"rendered":"The digital gold rush of the last two years has officially moved from the cloud to the streets.…\n","protected":false},"author":2,"featured_media":198337,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[365,363,364,111,139,69,145],"class_list":{"0":"post-260873","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-artificial-intelligence","10":"tag-artificialintelligence","11":"tag-new-zealand","12":"tag-newzealand","13":"tag-nz","14":"tag-technology"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/260873","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/comments?post=260873"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/260873\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media\/198337"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media?parent=260873"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/categories?post=260873"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/tags?post=260873"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}