Tech analyst Dan Ives flags 10 stocks to own, insists there's no AI bubble
AI stocks aren’t in a bubble — they’re just getting started.
That’s the message from Wedbush analyst Dan Ives, who argues that investors are misreading one of the most significant technology build-outs since the dawn of the internet.
“[It’s] still very early in this AI revolution,” Ives told Yahoo Finance’s Opening Bid.
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Read MoreCathie Wood Buying Dip in CoreWeave After 45% Crash — Should You?
This article first appeared on GuruFocus.
Ark Invest boosted its exposure to CoreWeave (NASDAQ:CRWV) on Monday, stepping in after the AI-infrastructure provider’s shares retreated sharply over the past month.
The bulk of the buying occurred in the ARK Innovation ETF (ARKK),
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Read MoreWill Fed cut interest rate in December? Kalshi offers trading market for December financial decision
The record-long government shutdown is impacting the release of data needed to drive decisions on whether the Federal Reserve will cut the interest rate when it meets in December.
But that hasn’t stopped Wall Street from rallying around the potential for another reduction before the end of 2025.
JPMorgan sees S&P 500 reaching 7,500 in 2026 — or surging past 8,000 if the Fed keeps cutting rates
JPMorgan’s (JPM) top stock market strategists think 2026 will be another good year for US investors.
The firm’s equity strategy team, led by Dubravko Lakos-Bujas, set a year-end price target of 7,500 for the S&P 500 (^GSPC) in 2026.
Should the Federal Reserve continue cutting interest rates,
Read More‘Big Short’ investor Michael Burry revives his short bet against Tesla, calling the stock ‘ridiculously overvalued’
The Burst
Stock Market Riddle Reveals Big Opportunity
Imagine a company generating $210 billion in revenues, what do you think it would be worth? To give you a clue, Alphabet produces $297 billion in revenues and is worth almost $1.8 billion. Can you take a stab now at what this other firm is worth?
There is lots of information you need to answer the question so we’ll cut to the chase and share with you that the company in question,
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Read MoreThe Ivy
Why Billionaire with PERFECT Record Bought This Stock?
Buffett may be richer than Stan Druckenmiller, but he can’t claim a perfect trading record without a single down year as the founder of Duquense Family Office can.
And in its latest filings, Duquense has snapped up a company that is so far under most radars, it likely is invisible. That company is GE Vernova (GEV) and it’s got some bullish catalysts that may well be worth spending a little time on to see if they compel you to buy as they did Stan.
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Read MoreThe Spotlight
Is This Crypto Bank Massively Undervalued?
The concept of currency dates back to the dawn of civilization. Over the centuries, everything from salt to dolphin teeth has been assigned value for the purpose of buying and selling goods and services. Gold and silver might hold the record for most-widely-accepted currency, but metals were eventually deemed impractical for everyday use.
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