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Wall Street keeps debating whether artificial intelligence has already peaked — whether the biggest gains are behind us and the hype has run too far, too fast. But Dan Ives is arguing something very different. In his view, 2024 and 2025 were not the climax of the AI story — they were the setup. The proof-of-concept phase. The moment when AI stopped being a demo and started delivering real returns inside businesses, factories, data centers, and physical systems.
Ives’ core conviction is simple but powerful: AI is no longer a software cycle. It is an infrastructure and platform cycle. As AI adoption scales from experimentation to mission-critical deployment, the constraint is no longer ideas — it’s compute, power, networking, and integration. That’s why global AI-related capital spending is now measured in the hundreds of billions annually, and why this cycle is expected to unfold over eight to ten years, not a few quarters.
Most importantly, AI is moving off screens and into the real world. Autonomous vehicles. Robotics. Enterprise decision engines. AI agents operating inside workflows, factories, and logistics networks. This shift fundamentally changes the economics — favoring companies that control platforms, data, and distribution rather than one-off products.
In this video, we’re going to break down three companies that align perfectly with this worldview — businesses positioned not just for the next earnings report, but for 2026 and far beyond, regardless of near-term market volatility.
*Dan Ives: AI Didn’t Peak — These 3 Companies Are Just Getting Started - Once-In-A-Decade Opportunity*
*Wall Street Thinks AI Peaked - But Dan Ives Thinks It’s Just Beginning, You Just Need These 3 Stocks*
*Dan Ives Just Dropped A Bombshell - These 3 Stocks Could Dominate AI for the Next 10 Years*
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