NVDA<\/a> isn\u2019t one of them.<\/p>\n\u201cHeading into 2026 investors are both excited and nervous about the AI Revolution,\u201d Ives wrote in a Monday note to investors, pointing to what he calls a potential fourth industrial revolution, as well as concerns over the capital needed to fund it. <\/p>\n","protected":false},"excerpt":{"rendered":"Published: Dec. 30, 2025 at 12:17\u202fp.m. ET Wedbush Securities analyst Dan Ives, widely considered one of the biggest…\n","protected":false},"author":2,"featured_media":378979,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[45],"tags":[97735,185331,182,185332,185327,181,160832,119167,507,161350,161234,39251,19944,3048,182926,191,161232,55387,185326,161228,185329,185330,29944,3413,103384,161233,160855,793,23887,185323,185324,161239,185325,174,182927,1877,1536,98809,74707,3487,60088,1539,185328,20724,20716,36014,79,3089,6215,7271,146412,20719,74],"class_list":["post-378978","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-tsla","tag-aapl","tag-ai","tag-analysts-comments","tag-analysts-comments-recommendations","tag-artificial-intelligence","tag-artificial-intelligence-technologies","tag-artificial-intelligence-machine-learning","tag-artificialintelligence","tag-ce-exclusion-filter","tag-ce-industry-news-filter","tag-computer-hardware","tag-computer-science","tag-computers","tag-computers-electronics","tag-computing","tag-content-types","tag-corporate","tag-corporate-changes","tag-corporate-industrial-news","tag-crowdstrike-holdings-inc-cl-a","tag-crwd","tag-dan-ives","tag-electronics","tag-equity-markets","tag-factiva-filters","tag-gcapi","tag-general-news","tag-graphics-processing-units","tag-industrial-electronics","tag-industrial-goods","tag-industrial-news","tag-integrated-circuits","tag-internet","tag-internet-online-services","tag-machine-learning","tag-microsoft-corp","tag-msft","tag-nvda","tag-nvidia-corp","tag-online-services","tag-palantir-technologies-inc","tag-pltr","tag-political","tag-political-general-news","tag-recommendations","tag-science","tag-science-technology","tag-semiconductors","tag-software","tag-stock-listings","tag-synd","tag-technology"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/378978","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=378978"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/378978\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media\/378979"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media?parent=378978"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/categories?post=378978"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/tags?post=378978"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}