Dan IVES Wedbush AI Revolution ETF

Tesla CEO Elon Musk stated that existing suppliers, including TSMC, cannot meet its chip demand, necessitating the construction of its own factory.

Alibaba releases self-developed AI chip 'Zhenwu' to compete with NVIDIA's H20

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Norwegian Sovereign Wealth Fund Cuts Holdings in US Tech Giants and TSMC

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Competitor Samsung Electronics announces completion of HBM4 development, will supply to customers including Nvidia and AMD

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Meta Exceeds Revenue Forecast for the Quarter, Supporting Large-scale AI Spending

TSMC Reportedly Raises CoWoS Capacity Targets for 2026-2027

Microsoft Q2 Earnings Show Strong Azure but Skyrocketing Capex

Amazon to Release FY2025 Q4 Earnings on February 5, 2026, After-Market EST; Forecast Revenue USD 211.17 B, EPS USD 1.9535

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Innodata Inc. has been selected as an eligible competitor for a U.S. Government AI solutions contract announced on January 15, 2026. This award highlights the company's dedication to providing AI and data engineering solutions to enhance America's defense capabilities. The original content was published via ACCESS Newswire on January 20, 2026.

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Innodata Wins U.S. Government AI Solutions Contract

Heading into 2026 the tech world and investors are both excited and nervous about the AI Revolution, but Wedbush's research team, led by the always illuminating Dan Ives, says 'Get The Popcorn Out'...On one hand this is a 4th Industrial Revolution taking shape with the US leading China on tech for the first in 30 years......while on the otherhand the

- The AI Revolution is stirring excitement and nervousness among tech enthusiasts and investors as 2026 approaches.  
- According to Wedbush's research team, the US is at the forefront of this 4th Industrial Revolution, surpassing China in technology for the first time in 30 years.  
- The mixed sentiment reflects both optimism for advancements and caution regarding potential challenges in the evolving tech landscape.

ZeroHedge

C3.AI

Doubters Or Double-Downers: Here's Dan Ives' Top 10 Tech Predictions Into 2026

Dan Ives from Wedbush Securities highlights 2026 as a crucial year for AI, emphasizing monetization as a key theme. He believes investors are underestimating the AI buildout's scale and scope.

- Dan Ives, Global Head of Tech Research at Wedbush Securities, asserts that investors are underestimating the scale of AI development.  
- He indicates that 2026 will be a crucial year for AI companies, emphasizing the theme of monetization.  
- This suggests a significant shift in how AI technologies may be valued and utilized in the near future.

2026 set to be the 'prove it' moment for AI, says Wedbush's Dan Ives

Dan Ives, Wedbush Securities, joins 'Closing Bell' to discuss why 2026 will be an inflection point for tech, what isn't known about the Microsoft story and much more.

Microsoft

Dan Ives: 2026 will be key period to show next stage of AI trade from software and cyber

5 predictions for tech and AI in 2026 from mega-bull Dan Ives

businessinsider

5 predictions for tech and AI in 2026 from mega-bull Dan Ives

Globally renowned technology analyst Dan Ives stated at the "Alpha Summit" that the AI market will last for at least two years, with an expected 25% increase in tech stocks next year, potentially continuing until 2027. He compared the current market to 1996, rather than the bubble periods of 1999 or 2000

Wallstreetcn

Globally renowned technology analyst Dan Ives: Next year, there will be discussions about technology stocks rising another 25%, and this round of increases is believed to last at least until 2027

Globally renowned technology analyst Dan Ives stated at the Alpha Summit that the current AI revolution is the "fourth industrial revolution," which is incomparable to the internet bubble. The United States and China are in a leading position in this AI race, the AI party is only halfway through, short sellers are on the sidelines, and bulls are active

Globally renowned technology analyst Dan Ives: The AI party is just halfway through, and China and the U.S. are winning this AI race

What AI bubble? Dan Ives of Wedbush says we're only in year three of a decade-long AI supercycle. He joined Bloomberg Open Interest to talk about why 2026 could be the monetization moment tech investors have been waiting for.Bloomberg videos, provided by MT Newswires

- Dan Ives of Wedbush believes we are in the early stages of a decade-long AI supercycle.  
- He suggests that 2026 may be a significant year for monetization in the tech sector.  
- Ives highlights that this period could fulfill the expectations of tech investors seeking returns from AI advancements.

marketscreener

Ives: AI Bears Have It Wrong

"We believe this is a 1996 Moment...and NOT a 1999 Bubble Moment," said Wedbush analyst Dan Ives. He shared his top picks as markets head to year-end.

The 10 top AI stock picks for year-end, according to a Wall Street tech bull

Dan Ives believes concerns about an AI bubble are unfounded, viewing the current surge as the beginning of a "Fourth Industrial Revolution." He predicts the NASDAQ will rise to between 25,000 and 30,000 points, driven by significant investments in AI. Despite some analysts cautioning that AI spending may be supporting unprofitable sectors, Ives anticipates 2-3 more years of robust growth in the tech sector.

- Dan Ives argues that concerns about an AI bubble are unfounded, viewing the current surge as the beginning of a "Fourth Industrial Revolution."  
- He predicts the NASDAQ will rise to between 25,000 and 30,000 due to significant investments from AI leaders.  
- While some analysts caution that AI spending might be supporting unprofitable sectors, Ives anticipates 2 to 3 more years of robust tech-driven growth.  

Dan Ives Sees Nasdaq At 30,000 Points, Explaining Why AI Revolution Is Not Bubble: '2-3 Years Left' In Tech Bull Market

Dan Ives' AI-themed ETF, the Dan IVES Wedbush AI Revolution ETF, has achieved $1 billion in assets in under six months, a feat not seen since Cathie Wood's ARK Innovation ETF. Unlike ARKK, which thrived on speculative tech, Ives' fund focuses on companies with real profits and AI infrastructure, such as Nvidia and AMD. Ives emphasizes a shift from narrative-driven investments to those backed by corporate spending and productivity, marking a more grounded phase in AI investment.

Benzinga

Dan Ives' AI ETF Rockets To $1 Billion In 5 Months — ARKK Took A Year

PASADENA, Calif., Oct. 29, 2025 ( GLOBE NEWSWIRE ) -- Wedbush Fund Advisers today announced a major milestone as the Dan IVES Wedbush AI Revolution ETF ( Ticker: IVES ) has officially surpassed $1 billion in assets under management ( AUM ) .

The Dan IVES Wedbush AI Revolution ETF Breaks $1 Billion in AUM

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Tesla will announce its Q3 2025 financial report on October 22, with the market expecting revenue of $26.33 billion and earnings per share of $0.55. Wedbush analyst Daniel Ives recommends buying before the autonomous driving valuation unlock, with a target price of $600, believing that the AI sector will bring $1 trillion in value to Tesla. In contrast, BNP Paribas analyst James Picariello gives a "sell" rating with a target price of $307, stating that the AI business has yet to generate revenue. Tesla's stock price has been highly volatile following the earnings report announcement

- Wall Street's views on Tesla are increasingly divided ahead of its Q3 2025 earnings report, with Wedbush analyst Daniel Ives recommending a buy before the unlocking of autonomous driving valuation.  
- Tesla's expected revenue for Q3 is $26.33 billion, a 5% increase year-over-year, with earnings per share projected at $0.55, up 24%.  
- While Ives sees potential for a $1 trillion valuation from AI ambitions, BNP Paribas analyst James Picariello suggests a sell rating, citing concerns over the lack of current revenue from AI initiatives.

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Tesla Q3 Earnings Preview: AI Narrative Dominates, Is It Worth Buying Now?

Dan Ives of Wedbush Securities believes the AI boom is still in its early stages, likening it to being at 10:30 PM at an AI party. He predicts significant growth in AI adoption, with only 3% of U.S. enterprises currently utilizing AI. Ives forecasts that by 2030, many households will have humanoid robots and a significant portion of vehicles will be autonomous. While he sees a bright future for tech, others express caution about potential job losses and economic reliance on AI investments.

- Dan Ives of Wedbush Securities asserts that the artificial intelligence boom is still in its early stages, likening it to a party that started at 9:00 p.m. and is currently at 10:30 p.m.  
- He predicts significant adoption of AI in enterprises, with only 3% currently engaged, and forecasts a future with humanoid robots and autonomous vehicles.  
- While Ives remains optimistic about AI's potential, others express caution regarding job displacement and economic reliance on AI investments.

Dan Ives Says It's Only 10:30 PM At AI Party And We're In 'The Second Inning' Of A Trillion-Dollar Revolution

Wedbush's Dan Ives joins 'Fast Money' to talk his latest bullish call on AI after seeing demand booming in Asia.

Dan IVES Wedbush AI Revolution ETF(IVES.US)

Innodata Wins U.S. Government AI Solutions Contract

Doubters Or Double-Downers: Here's Dan Ives' Top 10 Tech Predictions Into 2026

2026 set to be the 'prove it' moment for AI, says Wedbush's Dan Ives

Dan Ives: 2026 will be key period to show next stage of AI trade from software and cyber

5 predictions for tech and AI in 2026 from mega-bull Dan Ives