#What Happened
Dan Ives, Global Head of Technology Research at Wedbush Securities, has offered an optimistic outlook for the artificial intelligence (AI) sector, suggesting that the current bull cycle may have another two to three years to run.
In recent media interviews and client notes, Ives said continued innovation and investment in AI infrastructure and applications will likely sustain growth over that period. He also emphasized that upcoming corporate earnings will provide important evidence for how firmly the AI trend is supporting technology valuations.
#Why It Matters
Ives’s projection signals that investor enthusiasm for AI-related companies could remain strong in the near to medium term. A robust earnings season could reinforce confidence in AI-driven business models, influence portfolio strategies, and help determine whether valuations across the tech sector are justified.
For readers following Dan Ives’s bullish outlook on AI, this breakdown of how investors can gain exposure to the AI ecosystem offers a useful roadmap — from chipmakers to cloud enablers.
#What to Watch Next
Investors should monitor quarterly results from leading AI-focused firms such as Nvidia, Microsoft, Alphabet, and AMD, along with any updates on AI spending, adoption, and profitability. Macroeconomic factors — including interest rate trends, supply-chain developments, and trade policy — could also affect whether the AI bull thesis continues to hold.
#Quick Take
If earnings results align with Ives’s bullish outlook, investor sentiment toward AI and broader tech equities could strengthen further. However, external pressures such as higher borrowing costs or regulatory intervention could limit upside potential and shorten the expected duration of the rally.
To see which companies are leading the current AI-driven rally, explore this ranking of the top-performing cloud AI stocks shaping investor sentiment in 2025.