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Dan Ives Names Two Tech Stocks for the Next $4 Trillion Wave
GuruFocus ·
GuruFocus reports: Dan Ives is doubling down on mega-cap technology heading into 2027, naming Nvidia , Microsoft , Palantir Technologies , Apple and CrowdStrike as his top five technology picks. His thesis centers on a coming multitrillion-dollar spending wave across AI infrastructure, software and cybersecurity that he believes investors are still underestimating. "Initiating tech coverage tonite. In our view, investors underestimating the scale and scope of this $4 trillion dollar…
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