NVDA<\/a> isn\u2019t one of them.<\/p>\n\u201cHeading into 2026 investors are both excited and nervous about the AI Revolution,\u201d Ives wrote in a Monday note to investors, pointing to what he calls a potential fourth industrial revolution, as well as concerns over the capital needed to fund it. <\/p>\n","protected":false},"excerpt":{"rendered":"Published: Dec. 30, 2025 at 12:17\u202fp.m. ET Wedbush Securities analyst Dan Ives, widely considered one of the biggest…\n","protected":false},"author":3,"featured_media":481536,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[21],"tags":[148937,691,218084,218079,738,218075,146934,204416,190838,28648,26265,27485,218074,745,190268,19451,218078,190830,218081,218082,10275,20918,130521,190269,190234,57,97615,218076,101472,190843,39121,712,218077,8523,14229,218083,21849,147,34728,26768,218080,3234,190263,66573,159,12490,1593,793,174775,5660,158,10276,67,132,68],"class_list":{"0":"post-481535","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-aapl","9":"tag-ai","10":"tag-analysts-comments","11":"tag-analysts-comments-recommendations","12":"tag-artificial-intelligence","13":"tag-artificial-intelligence-technologies","14":"tag-artificial-intelligence-machine-learning","15":"tag-ce-exclusion-filter","16":"tag-ce-industry-news-filter","17":"tag-computer-hardware","18":"tag-computer-science","19":"tag-computers","20":"tag-computers-electronics","21":"tag-computing","22":"tag-content-types","23":"tag-corporate","24":"tag-corporate-changes","25":"tag-corporate-industrial-news","26":"tag-crowdstrike-holdings-inc-cl-a","27":"tag-crwd","28":"tag-dan-ives","29":"tag-electronics","30":"tag-equity-markets","31":"tag-factiva-filters","32":"tag-gcapi","33":"tag-general-news","34":"tag-graphics-processing-units","35":"tag-industrial-electronics","36":"tag-industrial-goods","37":"tag-industrial-news","38":"tag-integrated-circuits","39":"tag-internet","40":"tag-internet-online-services","41":"tag-machine-learning","42":"tag-microsoft-corp","43":"tag-msft","44":"tag-nvda","45":"tag-nvidia-corp","46":"tag-online-services","47":"tag-palantir-technologies-inc","48":"tag-pltr","49":"tag-political","50":"tag-political-general-news","51":"tag-recommendations","52":"tag-science","53":"tag-science-technology","54":"tag-semiconductors","55":"tag-software","56":"tag-stock-listings","57":"tag-synd","58":"tag-technology","59":"tag-tsla","60":"tag-united-states","61":"tag-unitedstates","62":"tag-us"},"share_on_mastodon":{"url":"","error":"Validation failed: Text character limit of 500 exceeded"},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/481535","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/comments?post=481535"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/481535\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media\/481536"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media?parent=481535"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/categories?post=481535"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/tags?post=481535"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}