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":"","_share_on_mastodon":"0"},"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":["post-481535","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-aapl","tag-ai","tag-analysts-comments","tag-analysts-comments-recommendations","tag-artificial-intelligence","tag-artificial-intelligence-technologies","tag-artificial-intelligence-machine-learning","tag-ce-exclusion-filter","tag-ce-industry-news-filter","tag-computer-hardware","tag-computer-science","tag-computers","tag-computers-electronics","tag-computing","tag-content-types","tag-corporate","tag-corporate-changes","tag-corporate-industrial-news","tag-crowdstrike-holdings-inc-cl-a","tag-crwd","tag-dan-ives","tag-electronics","tag-equity-markets","tag-factiva-filters","tag-gcapi","tag-general-news","tag-graphics-processing-units","tag-industrial-electronics","tag-industrial-goods","tag-industrial-news","tag-integrated-circuits","tag-internet","tag-internet-online-services","tag-machine-learning","tag-microsoft-corp","tag-msft","tag-nvda","tag-nvidia-corp","tag-online-services","tag-palantir-technologies-inc","tag-pltr","tag-political","tag-political-general-news","tag-recommendations","tag-science","tag-science-technology","tag-semiconductors","tag-software","tag-stock-listings","tag-synd","tag-technology","tag-tsla","tag-united-states","tag-unitedstates","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}]}}