5 tech stock picks for the second half of 2025: Dan Ives

Wedbush Securities managing director and global head of technology research Dan Ives joins Market Domination to share his five stock picks in the tech sector (XLK): Nvidia (NVDA), Meta (META), Microsoft (MSFT), Palantir (PLTR), and Tesla (TSLA). Ives and Catalyst Funds co-founder, chief investment officer, and senior portfolio manager David Miller examine the pros and cons of owning tech names directly, compared to buying the S&P 500 (^GSPC) since the sector has such an oversized impact on the index. To watch more expert insights and analysis on the latest market action, check out more Market Domination here.