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MarketBeat | Stock Market News & Analysis

MarketBeat | Stock Market News & Analysis

AI Stocks Are Falling. Dan Ives Says It's Just Getting Started.

Oct 19, 2026 · 26m

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About this episode

Get the FREE Report on the 10 Best AI Stocks to Buy in 2026: https://www.marketbeat.com/y/yt1024/ AI stocks are falling, but Dan Ives says the AI story is just getting started. Dan Ives, partner at Yorkville Ives & Co. and Wall Street's longtime top tech analyst, sits down with MarketBeat's Bridget Bennett and Matt Weinshank from Stansberry Research's Top Stocks in Las Vegas to break down where the AI market really stands right now. Dan explains why he believes we're less than 15% through the AI spending cycle, and why he thinks the tech bull market has two to three more years to run. He covers the AI safety and regulation debate, why he thinks slowing down would hand the lead to China, and…