Market News / Story
Dan Ives Makes Major Shakeup to AI Stock To Buy List
GuruFocus ·
GuruFocus reports: Dan Ives is reshuffling his AI playbook, adding SpaceX and Dell Technologies to Yorkville Ives' AI 30 list as the veteran tech analyst broadens his view of where the next leg of artificial intelligence spending could flow. The October 8 update also removed Oracle and Pegasystems , although Yorkville Ives did not give stock-specific reasons for those exclusions. The changes reflect Ives' growing conviction that the AI buildout is spreading beyond hyperscalers and software…