Dan Ives: AI Sell-Off is a “Gut-Check” – 5 Tech Stocks to Buy Now
Treat the AI sell-off as a stock-picking test: favor companies with durable customer bases and watch for evidence that AI spending is turning into revenue.
- Ives favors Nvidia, Microsoft and Apple as his three post-earnings tech picks; he also names Alphabet as an attractive buy-the-dip candidate.
- He sees Adobe and Intuit as more exposed to AI disruption; he says Salesforce and ServiceNow could monetize AI through their installed bases.
- Track cloud and data-center growth, AI-related capital spending and practical enterprise use cases for signs that investment is paying off.
The interview is mostly stock opinions and rapid-fire picks, with no detailed walkthrough. · Best for: Tech investors weighing AI-related stocks and disruption risks.
Dan Ives argues that market volatility creates opportunities but says investors should distinguish likely AI winners from vulnerable business models. His picks and forecasts are his views, not a demonstrated investment process.
Sell-off, earnings and software exposure0:00
- Ives calls the earnings picture mixed: cloud growth and hyperscaler spending are strong, but disruption across software, security, memory and advertising unsettled investors.
- He favors Alphabet among sell-offs, while citing debt concerns around Oracle; he names Adobe and Intuit as more vulnerable to AI disruption.
- He says Salesforce and ServiceNow may benefit from their installed bases and ability to monetize AI.
Software, chips and infrastructure picks4:28
- Ives sees more near-term upside in chips, while suggesting software monetization could become clearer in 2027.
- He names Palantir, Snowflake, MongoDB and Datadog as companies positioned around AI buildouts; Salesforce and ServiceNow are his software benchmarks.
- He prefers Nebius to CoreWeave among neoclouds, while describing both as facing a competitive shakeout.
Apple, Nvidia and hyperscalers9:00
- He expects Apple to benefit from its device installed base, but says it must demonstrate AI monetization over the next 12–18 months.
- He calls Nvidia his best-positioned AI play and names Nvidia, Microsoft and Apple as his three stocks to buy after earnings.
- His hyperscaler ranking is Microsoft, Google, then Amazon; he also favors Alphabet over Amazon as a buying opportunity after earnings.
AI spending and proof of returns15:09
- Ives says his main concern is how quickly companies must prove AI spending is producing returns; he estimates investors may give them about six months.
- He identifies neoclouds as especially exposed if AI demand arrives more slowly than expected.
- He says to watch cloud and data-center buildouts, capital spending and enterprise use cases for evidence of monetization.
Rapid-fire picks and market outlook18:46
- For five-year holdings, he names Palantir, Microsoft, Nvidia, Apple and a company rendered as “Castor” in the transcript.
- In rapid fire, he picks Snowflake for software upside, cybersecurity over semiconductors or power, and SK as his memory-chip choice.
- He expects more choppiness, says he would buy Apple and memory stocks, and remains cautious on Intel.
Notes are AI-generated from the video's transcript and may miss nuance.