Nvidia, Apple Top 'Names To Own': Cybersecurity Stocks To Outperform, Tech Analyst Dan Ives Says

Wedbush tech analyst Dan Ives on Monday shared his thoughts on where investors may find safe havens with the tech industry as the market volatility continues under the uncertainty of Trump's tariff policies. 

What To Know: In a note to investors released Monday, Ives gave more insight into his recent comments on the potential effects of the new tariff policies and which tech stocks could outperform the rest of the sector in the volatile market conditions. 

Cybersecurity names could outperform other stocks in the tech sector, according to Ives. 

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He listed ZScaler, Inc. (NASDAQ:ZS), Palo Alto Networks, Inc. (NASDAQ:PANW), CrowdStrikeHoldings, Inc. (NASDAQ:CRWD) as "defensive names where investors could rotate from semis to software to hunker down during this Category 5 storm." 

Nvidia Corp. (NASDAQ:NVDA) and Apple, Inc. (NASDAQ:AAPL) remain Ives' top names to own and even with "this massive near-term uncertainty it does not change their installed base, technology leadership, and long-term growth opportunities ," the Wedbush analyst said. 

Ives reiterated his calls for President Donald Trump to begin negotiations to reduce or eliminate tariffs which have led to the most difficult investing landscape in his "25 years covering tech stocks on the Street."

Earnings estimates will need to be reevaluated by the Street and Ives warned that most companies will likely not offer any forward guidance on their upcoming Q1 conference calls. 

"Today will be a scary day for investors (and us) … it will create opportunities and way oversold tech stocks but we need to essentially toss out the next few quarters and start to work with some new normal financial model for 2026 for valuations as this tariff situation settles into place during negotiations," Ives said. 

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