‘This Is Just the Beginning’ – Hedge Fund Veteran Dan Ives Says AI-Driven Stocks Have More Room to Run

dailyhodlPublished on 2025-12-08Last updated on 2025-12-08

Abstract

Hedge fund veteran Dan Ives states that the AI-driven stock rally is far from over, predicting that major tech stocks tied to artificial intelligence could rise by 20-25% in the coming year. He believes the AI revolution is still in its early stages, with significant monetization opportunities ahead across software, cybersecurity, and infrastructure. Ives dismisses concerns about an AI bubble, arguing that companies like Nvidia, OpenAI, and AMD are generating substantial returns on investment. He remains bullish on Palantir, projecting it could reach a $1 trillion market cap in the next few years due to its strong positioning in enterprise AI applications.

Hedge fund veteran Dan Ives says the explosive rise of AI-related stocks is not over yet.

In a new interview with CNBC, Ives says big tech stocks tied to AI could rise 20-25% next year.

“It’s my view that this is just starting the next stage of the AI revolution...

From software to cybersecurity to infrastructure, I continue to view it as this is just the beginning of the monetization of the AI revolution.”

Ives addresses concerns on whether the AI sector is artificially inflated through a closed loop of circular deals with companies like Nvidia.

“For Nvidia, for OpenAI, for what we see AMD and others – they’re putting stakes in the ground. I view it as for every dollar they spend, they’re getting back $8 to $10.

Now in the near term, there could be questions until it plays out, but I think we’re going to look out two, three, four years at these deals. Nvidia – they’re going to continue to be like that’s the one chip in the world that’s fueling the AI revolution. And I don’t see that slowing down.”

Ives says he’s also bullish on Palantir despite post-earnings declines.

“To me, you triple down because it’s my view on Palantir. I get it’s expensive today, but in the next two or three years, I think there’s a $1 trillion market cap...

They’re playing a different game in terms of any AI use case in the enterprise.”

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