Dan Ives Says AI Stocks Aren’t in a Bubble and Names His Top 10 Picks

TipRanks•November 26, 2025•business

Key Points:

Wedbush analyst Dan Ives asserts that AI stocks are not in a bubble, emphasizing that the AI revolution is still in its early stages with minimal adoption among U.S. and global companies.
Ives highlights that current high valuations are driven by real demand from businesses and governments, along with a constrained supply of AI chips, contrasting the dot-com era's speculative hype.
He identifies 10 key companies essential to the future of AI, including Microsoft, Nvidia, Palantir, AMD, Tesla, Apple, Meta, Alphabet, CrowdStrike, and Palo Alto Networks.
Ives forecasts AI-related spending could reach $550–$600 billion by 2026, suggesting that the market potential is still widely underestimated by

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