Your Friend Dan’s AI Stock Shopping List (Because Apparently We’re Not in a Bubble Yet)

So here's the thing about AI stocks right now: everyone's either screaming "BUBBLE!" or throwing money at anything with "artificial intelligence" in the company description. But Dan Ives from Wedbush Securities? He's basically that friend who's been right about tech since the '90s and isn't buying the doom-and-gloom narrative. Ives dropped his top 10 AI picks this week, and his reasoning is pretty solid. He's not saying we're in some magical wonderland where stocks only go up. Instead, he's arguing we're ...
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Google Just Pulled a Fast One on Nvidia (And Wall Street Is Losing Its Mind)

Remember when Google was just that search engine your parents used to find recipes? Well, plot twist: they've been quietly building AI chips that are making Nvidia sweat, and their stock just went absolutely bonkers because of it. Here's the tea: Alphabet (Google's parent company, for those keeping track) just scored a massive deal with Meta to supply their custom Tensor Processing Units (TPUs). And by massive, I mean the kind of deal that makes Wall Street analysts frantically update their ...
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JPMorgan Just Called Bitcoin’s Moon Shot: $240K Target (Because Why Not?)

So JPMorgan—yes, the same bank that used to call Bitcoin "rat poison"—just dropped a $240K price target for Bitcoin. Plot twist of the century? Maybe. But let's break down what's actually happening here. Bitcoin recently took a tumble from its October high of around $126K down to the low-$80K range (currently chilling around $86K). While crypto Twitter was having its usual meltdown, JPMorgan's analysts were apparently doing some serious number-crunching. Here's the thing: JPMorgan isn't just throwing darts at a price board ...
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Wall Street’s AI Prophet Just Dropped His Year-End Shopping List (And It’s Not What You’d Expect)

So Dan Ives from Wedbush just casually dropped his top 10 AI stock picks for year-end, and honestly? The guy's basically become the unofficial AI hype man of Wall Street. But before you roll your eyes at another "AI is the future" take, hear him out. While everyone's freaking out about AI being a bubble (again), Ives is over here like "nah, we're barely getting started." His argument? We're living in a "1996 moment, not a 1999 bubble moment." Translation: We're ...
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Uncle Sam’s New Side Hustle: Picking AI Winners (And Making Bank)

Remember when the government's biggest tech move was accidentally sending a fax to the wrong number? Well, plot twist: Uncle Sam just became Silicon Valley's most successful venture capitalist, and nobody's talking about it. While everyone's obsessing over Nvidia's earnings and whether AI is in a bubble (spoiler: it's complicated), Washington quietly launched what I'm calling the "Manhattan Project for Making Money." They're not just throwing subsidies around like confetti at a tech conference – they're taking actual equity stakes in ...
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Dan Ives Just Dropped His AI Stock Shopping List (And It’s Actually Pretty Smart)

So Dan Ives from Wedbush just released his top 10 AI stock picks for year-end, and honestly? The guy might be onto something. While everyone else is freaking out about AI being a bubble (again), Ives is basically saying "hold my coffee" and doubling down. His take? We're not in some 1999 dot-com meltdown situation. We're more like 1996 - you know, when the internet was actually starting to do cool stuff but most people still thought email was witchcraft. "We ...
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JPMorgan Just Dropped a $240K Bitcoin Bomb (While Everyone’s Panicking)

So Bitcoin's been having a rough time lately, dropping from its October high of $126,000 down to the low-$80,000s. Cue the usual crypto drama: "Bitcoin is dead!" "I told you so!" "Should've bought gold!" But here comes JPMorgan – yes, the same bank that used to call Bitcoin "rat poison" – casually dropping a $240,000 price target like it's no big deal. Talk about character development. The Plot Twist Nobody Saw Coming JPMorgan's analysts are basically saying: "Hey, remember when Bitcoin was all ...
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Dan Ives Just Dropped His AI Stock Shopping List (And It’s Actually Pretty Smart)

So Dan Ives from Wedbush just released his top 10 AI stock picks for year-end, and honestly? The guy might be onto something. While everyone else is freaking out about AI being a bubble (again), Ives is basically saying "hold my coffee" and doubling down. Here's the thing: all this recent market drama around AI capex and GPU depreciation has people spooked. But Ives isn't buying the bubble talk. His argument? We're not even close to peak AI yet. Think about ...
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