Wall Street's Top Tech Analyst Points Out the Next Winners and Losers of AI | Dan Ives, Senior Managing Director at Yorkville Ives

[한국어] 월가 최고의 기술주 분석가가 짚은 AI의 다음 승자와 패자는? | 댄 아이브스, Yorkville Ives 시니어 매니징 디렉터 [Global Money Talk]
Watch on YouTube ↗  |  September 20, 2026 at 04:00  |  9:53  |  3PRO TV (삼프로TV)
Speakers
Dan Ives — Managing Director, Wedbush Securities

Summary

Dan Ives discusses the ongoing AI revolution, arguing that the tech rally is far from over and is currently in the middle innings of a decade-long cycle. He highlights the massive build-out of data centers and the broadening of AI use cases into the software sector. While some legacy IT services face structural risks, core AI infrastructure and proven software players remain highly attractive investment opportunities.

  • The AI revolution is driving massive data center construction across the US, acting as the heart of the trend.
  • The recent software sector sell-off was an overreaction, with strong players poised to benefit from AI applications.
  • Nvidia, Microsoft, and Palantir are identified as the three core pillars of the AI investment trend.
  • Energy infrastructure is emerging as a critical derivative play to support escalating AI power demands.
  • Legacy IT services and certain software models face significant disruption risks if they fail to adapt quickly.
  • Geopolitical noise should not distract investors from the strong underlying AI demand and real-world ROI.
Ideas
Dan Ives Managing Director, Wedbush Securities 1:23
Data centers are the AI revolution's heart.
The massive build-out of 1,000 to 1,500 data centers across the United States represents the heart and lungs of the AI revolution, indicating massive and sustained infrastructure demand.
DTCR HIGH
Dan Ives Managing Director, Wedbush Securities 4:04
Execution proves these software names are winners.
The narrative that the software sector is dead due to AI is entirely wrong; companies like Snowflake, MongoDB, CrowdStrike, and Palo Alto Networks are proving their execution and will be key winners as AI use cases expand.
SNOW MDB CRWD PANW MED
Dan Ives Managing Director, Wedbush Securities 4:42
Valuation overly discounts entrenched enterprise CRM position.
While Salesforce faces structural AI challenges that it needs to solve, its current valuation overly discounts these negatives, and large enterprises are highly unlikely to rip out their entrenched CRM systems for unproven AI coding alternatives.
CRM MED
Dan Ives Managing Director, Wedbush Securities 5:58
Energy infrastructure is the next AI derivative.
As the AI trade broadens beyond pure technology companies, energy infrastructure will become the core of the next derivative trend required to support massive data center expansion.
PAVE HIGH
Dan Ives Managing Director, Wedbush Securities 6:25
These three are core AI revolution pillars.
Nvidia, Microsoft, and Palantir form the three fundamental pillars of the AI revolution and are best positioned to benefit from the ongoing technological transformation over the long term.
NVDA MSFT PLTR HIGH
Dan Ives Managing Director, Wedbush Securities 6:52
AI threatens legacy IT services and software.
IT services and certain legacy software models face significant downside risk, as AI threatens to eliminate middlemen; companies like Adobe and Intuit have little time left to adapt before being structurally disrupted.
IYW ADBE INTU HIGH
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This 3PRO TV (삼프로TV) video, published September 20, 2026, features Dan Ives discussing DTCR, SNOW, MDB, CRWD, PANW, CRM, PAVE, NVDA, MSFT, PLTR, IYW, ADBE, INTU. 6 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Dan Ives  · Tickers: DTCR, SNOW, MDB, CRWD, PANW, CRM, PAVE, NVDA, MSFT, PLTR, IYW, ADBE, INTU