AI Boom: Early Days of a Tech Revolution
Update: 2025-11-26
Description
AI Stocks: Not a Bubble, But a Foundational Build-Out - Dan Ives from Wedbush argues that the current AI stock boom is not a bubble, but rather the early stages of a massive technological shift. He points out that only a small percentage of companies have truly adopted AI, and the high valuations are driven by real demand, not just hype. Ives expects significant capital expenditures in AI, potentially reaching between $550 billion and $600 billion by 2026.
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