---
title: "Tech Selloff Doesn’t Spook Dan Ives for Halloween: Here Are His 6 AI Stock Picks"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/304021122.md"
description: "Yorkville analyst Dan Ives remains bullish on AI stocks despite a recent tech selloff, viewing the trade as being in its early innings. He highlights that while some software faces pressure, hyperscaler capex estimates have surged by $866 billion for 2027. Ives recommends selectively buying dips in key sectors, listing Nvidia, Microsoft, Palantir, CrowdStrike, Apple, and Tesla as top picks to capture AI growth through 2027."
datetime: "2026-11-02T22:46:19.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/304021122.md)
  - [en](https://longbridge.com/en/news/304021122.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/304021122.md)
generator: "portal-rs"
---

# Tech Selloff Doesn’t Spook Dan Ives for Halloween: Here Are His 6 AI Stock Picks

Last week saw a selloff of technology stocks that may have spooked investors. Yorkville Ives analyst Dan Ives isn’t afraid of the pre-Halloween selloff and reminds investors that the AI trade may still be early.

## AI Trade in Early Innings

Not all tech companies are created equal when it comes to the AI trade, Ives warns investors in a new note.

"This was a nightmare week for tech investors with software stocks under major pressure, and we are not going to pretend otherwise," Ives said.

The analyst highlighted some software stocks that are seeing slower growth and disruption from AI. Some companies, such as **ServiceNow** (NYSE:NOW), saw AI-related revenue rise before the selloff.

Ives said ServiceNow raised its full-year AI target for a second time, but management’s tone has softened on AI demand, similar to 2024.

"The companies that turned cautious in 2024 all reported a larger AI number within four quarters, while the 2026 group already has," Ives said.

The analyst said this comes as Wall Street has added $866 billion to its 2027 hyperscaler capital expenditure estimates.

"We remain bullish on software and cybersecurity into 2027, and we would be buyers of this week’s sell-off… selectively," Ives said.

Ives said AI is converting to software revenue on a two-year lag.

 **Read Also: Apple Q4 Preview: All Eyes on iPhone 18, Dan Ives Says Company ‘Has the Demand Backdrop to Deliver’** 

## Ives’ Top Stock Picks

After the selloff, Ives is sharing what he believes are the best AI stocks across several sub-sectors.

-   Chips: **Nvidia Corp** (NASDAQ:NVDA)
-   Hyperscalers: **Microsoft Corp** (NASDAQ:MSFT)
-   Software: **Palantir Technologies Inc** (NASDAQ:PLTR)
-   Cybersecurity: **CrowdStrike Holdings Inc** (NASDAQ:CRWD)
-   Consumer Internet: **Apple Inc** (NASDAQ:AAPL)
-   Physical AI**: Tesla Inc** (NASDAQ:TSLA)

"Each sits where demand is contracted, funded, and accelerating, and together they give investors exposure to the AI buildout into 2027 without having to pick the winner of the application-layer shakeout," Ives said.

 **Read Also: Dan Ives Sees More Upside for This $5 Billion Cybersecurity Company: ‘Moved From Pipeline to Proof’** 

*Image via Shutterstock*

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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**