๐จWedbush Top 10 Christmas Wish List for 2025 Technology Division
- Technology M&A Expected to Increase by 50%
After Lina Khan leaves the FTC, M&A is expected to increase by more than 50% in the tech industry, as strategic tech companies and financial investors are ready to expand into software, cybersecurity, AI infrastructure, and consumer technology. - Tech stocks up another 25%
We expect tech stocks to rise an additional 25% in 2025 due to increased technology spending and AI capital investments related to the AI revolution. - $4 trillion Market Value Club Adds 3 Members For The First Time
We expect Apple to be the first member of the $4 trillion Market Value Club. The iPhone 16 will bring the AI revolution to Cupertino. We are also confident that Nvidia and Microsoft will follow Apple to join the $4 trillion Market Value Club. - AI Investments Expected To Exceed $1 Trillion In 2025 alone
As businesses and governments actively introduce new use cases of AI, AI capital expenditures will exceed $1 trillion and will be a catalyst for building new software across consumer and business environments. - Tesla Expects $2 Trillion Market Value By End of 2025
Tesla looks to achieve $2 trillion market value by 2025 due to factors such as fully autonomous (FSD) technology and the launch of Cybertruck. - Technology Antitrust Headwinds Expected to Decline
Antitrust concerns for big tech companies like Microsoft, Amazon, Apple and Alphabet are expected to be less actionable in 2025. - Cybersecurity Becomes a Powerful Subsector
The cybersecurity sector is expected to grow by more than 30% in 2025 due to AI growth and M&A. - Palantir Prepares to Become a New Oracle
In our analysis, Palantir remains the most undervalued technology stock. In 2025, we expect Palantirโs AIP products to take a big leap forward transforming AI use cases in the enterprise. - iPhoneโs 2025 Super Cycle
Appleโs iPhone 16 is expected to ship more than 240 million units in 2025 and set a new record. - Muskโs Key Role in China Tariff Negotiations Expected
Musk will play an important role in tariff negotiations between the U.S. and China in 2025, and will likely help Apple, Tesla and Nvidia gain an advantage between the U.S. and China.
Organization: Lupin Telegram