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Barchart
Barchart
Chris MacDonald

Dan Ives Says AI Bubble Fears Are ‘Overblown’ and He’s Betting on This 1 Data Center Stock Now

Dan Ives IREN

Dan Ives is certainly one of the top analysts in the market I watch closely. I'm fully aware that Mr. Ives is among the most bullish analysts in the market. However, I think his views on many of the top high-growth tech stocks out there are meaningful, as they provide ballast to investors who (like myself) may have more of a bearish tinge to them right now. 

While I'm fully aware that valuations are sky-high on a historical basis, that doesn't mean this bull market is out of steam. And Dan Ives has said as much, highlighting a few key stocks as potential outperformers in 2026, driven by what he believes will be greater buying activity for certain high-growth names at the forefront of the AI revolution.

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