Dan Ives explains the AI stocks he's betting on for 2026

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Full Signal

Phil Rosen

9 episodes

2 days ago

Award-winning business reporter and media operator Phil Rosen analyzes financial markets and economic data through charts, interviews and unique commentary to pair with his newsletter, Opening Bell Daily, which is read by roughly 200,000 investors each morning.

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Dan Ives explains the AI stocks he's betting on for 2026

Full Signal

30 minutes 25 seconds

2 days ago

Dan Ives explains the AI stocks he's betting on for 2026

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

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