{"id":315808,"date":"2025-11-27T00:57:08","date_gmt":"2025-11-27T00:57:08","guid":{"rendered":"https:\/\/www.newsbeep.com\/us\/315808\/"},"modified":"2025-11-27T00:57:08","modified_gmt":"2025-11-27T00:57:08","slug":"dan-ives-says-ai-stocks-arent-in-a-bubble-and-names-his-top-10-picks","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/us\/315808\/","title":{"rendered":"Dan Ives Says AI Stocks Aren\u2019t in a Bubble and Names His Top 10 Picks"},"content":{"rendered":"

According to five-star Wedbush analyst Dan Ives<\/a>, AI<\/a> stocks aren\u2019t in a bubble. In fact, he says that the AI boom is just beginning<\/a>. In a recent Yahoo Finance interview, Ives explained that we\u2019re still in the early stages of the AI revolution, with only about 3% of U.S. companies and less than 1% of global companies having adopted AI. So while there\u2019s a lot of hype, actual usage is still in its infancy. That\u2019s why Ives believes we\u2019re far from the kind of overhype seen in previous tech bubbles.<\/p>\n

TipRanks Black Friday Sale<\/p>\n

Instead of being driven by speculation, Ives argues that the high valuations we see today are based on real demand, especially from businesses and governments, along with a tight supply of AI chips. He points out that today\u2019s tech giants, like Nvidia (NVDA)<\/a> and Microsoft (MSFT)<\/a>, are earning hundreds of billions in real revenue, unlike the dot-com era, where many companies had no products or profits. Nvidia\u2019s chips are in such high demand that even major players like Amazon (AMZN)<\/a>, Alphabet (GOOGL)<\/a>, and Microsoft can\u2019t get enough, which Ives says proves how early we are in meeting actual AI needs.<\/p>\n

These Are the 10 Companies Ives Believes Are Essential to the Future of AI<\/p>\n

In his latest research, Ives names 10 companies he believes are essential to the future of AI. These are the core players he sees as \u201ccategory-defining\u201d leaders in the AI economy:<\/p>\n

Microsoft \u2013 Expected to benefit the most as businesses adopt AI tools.<\/p>\n

Palantir (PLTR)<\/a> \u2013 A key software provider for governments and corporations using AI.<\/p>\n

Nvidia \u2013 Powers nearly every major AI project with its advanced chips.<\/p>\n

Advanced Micro Devices (AMD)<\/a> \u2013 Nvidia\u2019s main rival, likely to gain market share.<\/p>\n

Tesla (TSLA)<\/a> \u2013 Its future growth depends on autonomous vehicles and robotaxis.<\/p>\n

Apple (AAPL)<\/a> \u2013 Positioned to lead in consumer AI through its ecosystem of devices.<\/p>\n

Meta (META)<\/a> \u2013 Early AI investments are starting to generate real returns.<\/p>\n

Alphabet \u2013 Its Gemini AI model and in-house chips keep it ahead in the race.<\/p>\n

CrowdStrike (CRWD)<\/a> \u2013 Offers AI-powered cybersecurity that many businesses now rely on.<\/p>\n

Palo Alto Networks (PANW)<\/a> \u2013 Integrates AI across security products to drive growth.<\/p>\n

Ives also predicts that total AI-related spending could reach $550\u2013$600 billion by 2026, and he believes most investors are still underestimating how big this could get. In his words, \u201cIt was 9 p.m. It\u2019s now 10:30 p.m. in the AI party that goes to 4 a.m., and the bears watch the party through the windows from the outside.\u201d<\/p>\n

Which AI Stock Is the Better Buy?<\/p>\n

Turning to Wall Street, out of the top 10 stocks mentioned above<\/a>,\u00a0analysts think that Nvidia stock has the most room to run. In fact, Nvidia\u2019s average price target<\/a> of $257.26 per share implies more than 42.8% upside potential. On the other hand, analysts expect the least from Tesla stock, as its average price target<\/a> of $383.04 equates to a loss of 10.2%.<\/p>\n

\"\"<\/a><\/p>\n

See more NVDA analyst ratings<\/a><\/p>\n

Disclaimer & Disclosure<\/a>Report an Issue<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"According to five-star Wedbush analyst Dan Ives, AI stocks aren\u2019t in a bubble. In fact, he says that…\n","protected":false},"author":2,"featured_media":315809,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[45],"tags":[182,181,507,74],"class_list":["post-315808","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-artificial-intelligence","tag-artificialintelligence","tag-technology"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/315808","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/comments?post=315808"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/315808\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media\/315809"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media?parent=315808"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/categories?post=315808"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/tags?post=315808"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}