Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.<\/p>\n
On Tuesday, Wedbush analyst Dan Ives reiterated that the AI market is far from a bubble<\/a> and still in the early stages of growth.<\/p>\n “This is just the start,” Ives said on CNBC’s Closing Bell Overtime, while predicting that the tech bull market would continue for another two years.<\/p>\n He cited the example of Alphabet Inc. (NASDAQ:<\/a>GOOG<\/a>) (NASDAQ:<\/a>GOOGL<\/a>), saying that it was once viewed skeptically by many investors. However, it has benefited significantly from AI developments.<\/p>\n \u201cThe reality is AI is a tailwing for them,\u201d adding that they are seeing similar momentum with Broadcom, Inc. (NASDAQ:<\/a>AVGO<\/a>), especially across the chip sector.<\/p>\n Don\u2019t Miss: If there was a new fund backed by Jeff Bezos offering a 7-9% target yield with monthly dividends would you invest in it<\/a>?<\/p>\n Year-to-date, Alphabet Class A shares are up by 70.74% while Class C shares have gained 69.77% during the same period, according to Benzinga Pro<\/a>.<\/p>\n The Wedbush analyst also suggested that Apple Inc.’s (NASDAQ:<\/a>AAPL<\/a>) partnership with Google will be key to its AI strategy.<\/p>\n \u201cUltimately, I think Apple is really going to walk down the aisle with them from the Gemini partnership. That\u2019s going to be their AI piece,\u201d he said.<\/p>\n During the call, Ives also called Microsoft Corp (NASDAQ:<\/a>MSFT<\/a>) as his top pick, calling it a “table-pounder.” He cited the reason being Microsoft’s dominant position in cloud and enterprise AI services.<\/p>\n Microsoft’s first-quarter revenue rose 18% year-over-year to $77.7 billion, beating analysts’ estimate of $75.3 billion. Microsoft’s Cloud revenue reached $49.1 billion, up 26% year-over-year, with Azure and other cloud services growing 40% annually.<\/p>\n Microsoft shares are up 13.95% year-to-date.<\/p>\n Ives also mentioned Palantir Technologies, Inc. (NASDAQ:<\/a>PLTR<\/a>) for its real-world AI applications<\/a>.<\/p>\n \u201cI get the valuation worries, but that is really, I think, right at the epicenter of what we\u2019re seeing,\u201d he stated.<\/p>\n See Also: Missed Nvidia and Tesla? RAD Intel Could Be the Next AI Powerhouse \u2014 Invest Now at Just $0.85 a Share<\/a><\/p>\n The Wedbush analyst also spoke about the Monday executive order establishing the Genesis Mission, a government-backed AI initiative.<\/p>\n The initiative will unify federal data, high-performance computing and advanced AI into one platform to accelerate breakthroughs in medicine, defense and energy.<\/p>\n “For the first time in 30 years, [the] U.S. is ahead of China when it comes to tech,” he noted.<\/p>\n Photo: Shutterstock\/Nicoleta Ionescu<\/p>\n Trending Now:<\/p>\n Building a resilient portfolio means thinking beyond a single asset or market trend. Economic cycles shift, sectors rise and fall, and no one investment performs well in every environment. That’s why many investors look to diversify with platforms that provide access to real estate, fixed-income opportunities, professional financial guidance, precious metals, and even self-directed retirement accounts. By spreading exposure across multiple asset classes, it becomes easier to manage risk, capture steady returns, and create long-term wealth that isn’t tied to the fortunes of just one company or industry.<\/p>\n Backed by Jeff Bezos, Arrived Homes makes real estate investing accessible with a low barrier to entry. Investors can buy fractional shares of single-family rentals and vacation homes starting with as little as $100<\/a>. This allows everyday investors to diversify into real estate, collect rental income, and build long-term wealth without needing to manage properties directly.<\/p>\n For those seeking fixed-income style returns without Wall Street complexity, Worthy Property Bonds offers SEC-qualified, interest-bearing bonds starting at just $10<\/a>. Investors earn a fixed 7% annual return, with funds deployed to small U.S. businesses. The bonds are fully liquid, meaning you can cash out anytime, making them attractive for conservative investors looking for steady, passive income.<\/p>\n Self-directed investors looking to take greater control of their retirement savings may consider IRA Financial. The platform enables you to use a self-directed IRA or Solo 401(k) to invest in alternative assets such as real estate, private equity, or even crypto<\/a>. This flexibility empowers retirement savers to go beyond traditional stocks and bonds, building diversified portfolios that align with their long-term wealth strategies.<\/p>\n Moomoo isn’t just for trading \u2014 it’s also one of the most attractive places to park cash. New users can earn a promotional 8.1% APY on uninvested cash<\/a>, combining a 3.85% base rate with a 4.25% booster once activated. On top of that, eligible new users can also score up to $1,000 in free Nvidia stock\u2014but the real draw here is the ability to earn bank-beating interest rates without having to move into riskier assets.<\/p>\n For investors concerned about inflation or seeking portfolio protection, American Hartford Gold provides a simple way to buy and hold physical gold and silver within an IRA or direct delivery<\/a>. With a minimum investment of $10,000, the platform caters to those looking to preserve wealth through precious metals while maintaining the option to diversify retirement accounts. It’s a favored choice for conservative investors who want tangible assets that historically hold value during uncertain markets.<\/p>\n This article Dan Ives Once Again Rejects AI Bubble Fears, Calls Microsoft A ‘Table-Pounder’ Pick And Highlights Google’s AI Tailwinds As Key Evidence<\/a> originally appeared on Benzinga.com<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. 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