📈 Stock Market 10h ago · Joel South

When Dan Ives Names the Next AI Winners, Does His Own Fund Already Own Them?

24/7 Wall St
View Channel →
Source ↗ 👁 0 💬 0
The post When Dan Ives Names the Next AI Winners, Does His Own Fund Already Own Them? appeared first on 24/7 Wall St..
On CNBC’s Morning Call Sheet on August 27, 2026, longtime tech analyst Dan Ives told viewers where the next dollars flow after NVIDIA (NASDAQ:NVDA) reignited the AI rally. His answer: hyperscalers Microsoft, Alphabet and Amazon, along with software names including Palantir and cybersecurity name CrowdStrike. Ives argued demand is accelerating 20% even in the last three mon

Comments (0)

Sign in to join the discussion

More Like This

📰
Live: Will IREN Smash Q4 Earnings After 12% 1-Month Rally?
24/7 Wall St. · 6h ago
📰
He Bet $300,000 on Living Past 76. He Lost, and His Wife Got Nothing.
24/7 Wall St. · 7h ago
📰
Earn Over $150,000? Your 401(k) Catch-Up Contributions Just Went Roth Whether You Wanted the Tax Bill or Not
24/7 Wall St. · 7h ago
📰
NVIDIA Is Now Up 20% in a Month: Take Profits, or Buy More?
24/7 Wall St. · 7h ago
📰
Coinbase Just Rallied 14% in a Month: Take Profits, or Buy More?
24/7 Wall St. · 7h ago
📰
Walmart Just Dropped 10% in a Month. Is It Time to Sell?
24/7 Wall St. · 7h ago