AI Stocks Are Falling. Dan Ives Says It's Just Getting Started.

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AI stocks are falling, but Dan Ives says the AI story is just getting started. Dan Ives, partner at Yorkville Ives & Co. and Wall Street's longtime top tech analyst, sits down with MarketBeat's Bridget Bennett and Matt Weinshank from Stansberry Research's Top Stocks in Las Vegas to break down where the AI market really stands right now.

Dan explains why he believes we're less than 15% through the AI spending cycle, and why he thinks the tech bull market has two to three more years to run. He covers the AI safety and regulation debate, why he thinks slowing down would hand the lead to China, and which companies could come out ahead. He also shares why he puts the odds at over 80% that two of Elon Musk's biggest companies merge by the end of 2027.

Plus, Dan talks about how he sorts the AI winners from the losers, which big tech names he's still bullish on, why he sees the smaller AI cloud companies as a key part of the build-out, and what he looks for in the next generation of AI stocks.

View Bridget's Buys here: https://www.marketbeat.com/bridget 📲 Text 'YouTube' to 68285 for FREE SMS breaking news alerts on top stocks.

Video Chapters: 0:00 Introduction 1:30 Is the AI Bull Run Over? (And the Regulation Risk) 7:20 Is Big Tech's AI Spending Finally Paying Off? 11:20 The Neoclouds & Who's Really Using AI 14:40 The 80% Merger Prediction 18:00 AI Winners, Losers & the Next Big Breakout

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