Dan Ives explains the AI stocks he's betting on for 2026
Full Signal
Phil Rosen
4.8 • 18 Ratings
🗓️ 25 November 2025
⏱️ 30 minutes
🧾️ Download transcript
Summary
Dan Ives is the leading analyst in the world for technology stocks and he manages the IVES Wedbush AI Revolution ETF. He joined Phil Rosen to discuss the demand story driving AI, what Wall Street doesn't understand, visits to chip factories in Asia, specific stock picks he likes now, and why the bears are so wrong on tech.Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on X: https://x.com/philrosennFollow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/TIMESTAMPS: 0:00 - Intro0:25 - 1996 moment for AI
1:34 - Chip factories in Asia
3:15 - Warning to bears
5:11 - Picking AI stocks
7:16 - It's still early for AI
9:25 - Palantir
11:45 - Circular financing and risks
14:48 - Dot-com parallels
17:55 - Google
20:23 - Building views on stocks
23:37 - Dan's highest conviction picks
24:30 - Microsoft and OpenAI
27:18 - Eightco and Worldcoin
#podcast #investing #markets #macro #stocks #bitcoin #fed
Transcript
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| 0:00.0 | What's up guys? On this episode of Full Signal, we have a very special guest with Dan Ives. |
| 0:05.7 | He is the most sought-after technology analyst in the world, and he laid out his bullcase for AI, |
| 0:12.4 | his exact message to bears right now who are doubting his thesis, and the technology names he's watching right now. |
| 0:19.5 | This is a must-listen episode, and I hope you enjoy this conversation. |
| 0:25.0 | Dan, you have been calling this the new 1995 AI Revolution all year, |
| 0:30.4 | but a lot of people are getting concerned right now. |
| 0:33.3 | Walk us through why you're still bullish. |
| 0:36.0 | I mean, look, it just comes down. |
| 0:38.0 | We are in, call it 2, 3% into what's going to be an AI revolution. |
| 0:45.5 | You know, so look, it's my view. |
| 0:47.3 | It started off as a 1995 moment. |
| 0:49.4 | It's now a 1996 moment. |
| 0:51.7 | Look, we're just at the enterprise. |
| 0:53.9 | We're just the pieces where you're building |
| 0:56.0 | out infrastructure, LMs, data centers, use cases are just starting with Pallantir and |
| 1:01.7 | others. The consumer piece hasn't even started yet. Autonomous. Hasn't even start. Robotics. |
| 1:07.9 | See, the point is like, it's my view, you're year three into an eight to ten year |
| 1:12.6 | build out. But the reality is like, look, the bears the last 20 years, they missed every |
| 1:17.0 | transformational tech growth stock, you know, over decades, focus on valuation. The issue |
| 1:24.1 | is that the bears in their spreadsheets when they're in hibernation mood, they can't see AI in the spreadsheets. |
| 1:31.7 | That's a can't see AI in the spreadsheets. |
| 1:34.3 | Something that you do, which is the opposite of that, you're traveling all around the world, you're going to factories, you're talking to the people building the actual AI infrastructure. |
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