Dan Ives Defends Tech Giants as AI Race Accelerates
Yahoo Finance ·
Yorkville Ives founder Dan Ives dismissed fears of a software apocalypse, arguing that AI leaders will maintain their aggressive momentum. Speaking with CNBC, Ives highlighted Meta Platforms as a prime beneficiary, noting that its roughly 3.5 billion users provide a massive advantage for AI monetization. META shares climbed over 1% in pre-market activity ahead of Meta Connect 2026. Ives extended this bullish thesis to Apple, emphasizing that companies with vast installed bases are best positioned to convert AI investments into revenue. AAPL stock traded flat as the iPhone 18 Pro and iPhone 18 Pro Max launched globally, with foldable and lower-priced models on the horizon. Furthermore, Ives noted that investors are embracing secondary and tertiary AI beneficiaries such as Palantir, Snowflake, Salesforce, and Oracle, proving the ecosystem extends far beyond OpenAI and Anthropic. Pre-market trading showed marginal gains for PLTR, SNOW, and CRM, while ORCL dipped slightly.
AI 시장 분석
Wedbush analyst Dan Ives dismissed recent concerns over the so-called SaaS apocalypse that caused a drop in software stocks as a hypothetical scenario, analyzing that AI investments have entered the monetization phase. Meta and Apple were evaluated to gain the upper hand in the AI competition by leveraging their user bases and installed devices of over 3.5 billion each. Additionally, derivative beneficiaries such as Palantir, Snowflake, Salesforce, and Oracle are drawing attention.
상승 영향
- AI — Large-cap stocks like Meta and Apple are entering a monetization phase by converting AI investments into actual sales leveraging their 3.5 billion user bases.
- Software — Growth momentum for AI derivative beneficiaries such as Palantir and Snowflake is highlighted along with analysis that concerns over the SaaS apocalypse are exaggerated.
DYAX 전담 분석
Backed by Dan Ives' positive outlook, Meta rose more than 1% in pre-market trading, showing signs of improved investor sentiment. As big tech companies with massive user bases prove their ability to connect AI investments to actual sales, the downside rigidity of related software and platform stocks is strengthening.
Future stock prices are expected to be determined by the visibility of AI monetization among major tech companies and the pace of earnings improvement for secondary derivative beneficiaries. Investors should closely monitor Meta's earnings announcements and B2B AI service adoption metrics of major software companies.
AI가 생성한 분석으로 투자 자문이 아닙니다.
DYAX Investor Sentiment
Bullish (Long) 38% · Bearish (Short) 62%
469 participants
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