The AI Party Is Just Getting Started with Dan Ives & Taboola's Adam Singolda

RiskReversal Pod

RiskReversal Media

Investing, Business News, News, Business

4.7 • 836 Ratings

🗓️ 23 December 2025

⏱️ 55 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform. Try Fidelity’s most powerful trading experience yet: ⁠⁠⁠⁠⁠⁠⁠https://www.fidelity.com/trading/trading-platforms?immid=100734&imm_pid=430504639&imm_aid=a&dfid=&buf=99999999⁠⁠⁠⁠⁠⁠⁠ Views, opinions, products, services, and strategies discussed are not endorsed or promoted by Fidelity Investments. Fidelity Brokerage Services LLC, Member NYSE, SIPC In this episode of 'Okay, Computer' Dan Nathan and Dan Ives, the Global Head of Technology Research at Wedbush Securities, reunite to discuss the resurgence of their podcast and the state of the tech industry. They reflect on past conversations, significant tech changes, and the return of their brand due to popular demand. They delve deeply into the impact of AI on the technology sector, the volatility in the space, and how retail and institutional investors can navigate these changes. Ives highlights his AI-themed ETF, IVES, explaining its investment strategy and evolution. The duo also explores the challenges and opportunities in enterprise software, the performance of tech giants like Microsoft, Google, and Apple, and the significant disruptions brought by AI. Later, Adam Singolda, CEO of Taboola, joins to discuss his company's strategy and the broader implications of AI on journalism and advertising, emphasizing the need for ethical practices in using AI-generated content. The episode provides a comprehensive look at the transformative power of AI and its implications across various tech sectors. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Transcript

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0:00.0	When will M&A activity pick up? Will this year mark the return of IPOs? Listen to strategic alternatives,
0:07.2	a podcast from RBC Capital Markets, to get insights on these questions and more. Explore the trends in
0:14.0	market forces impacting deal flow and find out how companies, investors are shifting their strategies
0:19.3	to drive growth and unlock value. Listen
0:21.9	and subscribe to Strategic Alternatives today, available wherever you get your podcasts.
0:27.0	This episode of the Risk Reversal podcast is presented by Fidelity Investments and the all-new
0:33.1	Fidelity Trader Plus platform. Want to access your preferred trading tools, charts, and saved orders from anywhere. Without interruptions, try Fidelity Trader Plus platform. Want to access your preferred trading tools, charts, and saved orders from anywhere.
0:39.7	Without interruptions, try Fidelity Trader Plus, Fidelity's most powerful trading experience yet.
0:44.8	With seamless connectivity from your desktop to your laptop to your mobile device, you can make
0:49.7	smarter, faster trade decisions when it matters with Fidelity Trader Plus and get free third-party
0:55.2	analyst ratings and custom alerts. Unlock your edge with the next generation of advanced
1:00.1	trading at Fidelity.com slash trader plus. It's year three of an eight, 10-year buildup of the
1:06.9	AI revolution. This is not going to be a straight line. To me, like they're making the bet.
1:11.9	Just like Open AI is making the best.
1:13.5	Just like Nvidia's making it.
1:14.4	And that's the bet where we continue to believe
1:18.3	like two more years to this tech full market
1:21.2	given where we are in terms of the build out.
1:24.4	All right, welcome to OK Computer.
1:26.5	I am Dan Nathan. I am joined by my friend Dan
1:28.7	Ives. He is the head, the global head of technology research at Wed Bush Securities. Dan,
1:34.0	welcome back to the podcast. It's always great being here with you. First time you and I
	...

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