{"id":47170,"date":"2026-07-06T12:15:31","date_gmt":"2026-07-06T12:15:31","guid":{"rendered":"https:\/\/cryptomag.finance\/?p=47170"},"modified":"2026-07-06T12:15:31","modified_gmt":"2026-07-06T12:15:31","slug":"wedbushs-dan-ives-predicts-one-stock-group-will-significantly-outperform-in-second-half-of-2026","status":"publish","type":"post","link":"https:\/\/cryptomag.finance\/?p=47170","title":{"rendered":"Wedbush\u2019s Dan Ives Predicts One Stock Group Will \u2018Significantly Outperform\u2019 in Second Half of 2026"},"content":{"rendered":"

\"\"<\/p>\n

Wedbush managing director and senior equity research analyst Dan Ives believes one lagging group of stocks will surprise investors in the next six months.<\/p>\n

In an interview with Bloomberg Television, Ives says<\/a> that while many investors have taken their eyes off the Magnificent 7 due to their massive AI spending, he believes that the hyperscalers are poised to return as market leaders.<\/p>\n

\u201cLook, the hyperscalers are [spending] $700 billion. I mean, that\u2019s what\u2019s funding the AI revolution. I mean, when you throw out memory chips, NVIDIA, everything else, but that\u2019s just the first phase. <\/em><\/p>\n

Because what the hyperscalers are doing is: this is the build-out. It\u2019s Vegas Strip building in 1955. But ultimately, the monetization now is going to come. I mean, when you look at Meta, they\u2019re not just spending to spend. You look at Microsoft, they essentially own the enterprise. Alphabet: 5% of their customers have gone to the AI path. [It\u2019s the] same thing with Amazon.\u201d<\/em><\/p>\n

According to Ives, the incoming earnings season will prove Mag 7 skeptics wrong.<\/p>\n

\u201cSo my whole point is, you\u2019ve had this tech rally, but the Mag 7 right now [is in the] penalty box, essentially. I think it significantly outperforms [in the] second half of the year. And I think earnings season, as you see in July, there\u2019s going to be a huge validation moment for Big Tech.\u201d<\/em><\/p>\n

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Disclaimer: Opinions expressed at The Daily Hodl are not investment advice. Investors should do their due diligence before making any high-risk investments in Bitcoin, cryptocurrency or digital assets. Please be advised that your transfers and trades are at your own risk, and any losses you may incur are your responsibility. The Daily Hodl does not recommend the buying or selling of any assets including cryptocurrencies, nor is The Daily Hodl an investment advisor. Please note that The Daily Hodl participates in affiliate marketing.<\/h6>\n<\/div>\n<\/p>

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The post Wedbush\u2019s Dan Ives Predicts One Stock Group Will \u2018Significantly Outperform\u2019 in Second Half of 2026<\/a> appeared first on The Daily Hodl<\/a>.<\/p>","protected":false},"excerpt":{"rendered":"

Wedbush managing director and senior equity research analyst Dan Ives believes one lagging group of stocks will surprise investors in the next six months. In an interview with Bloomberg Television, Ives says that while many investors have taken their eyes off the Magnificent 7 due to their massive AI spending, he believes that the hyperscalers […]<\/p>\n","protected":false},"author":1,"featured_media":47171,"comment_status":"","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":""},"categories":[],"tags":[],"class_list":["post-47170","post","type-post","status-publish","format-standard","has-post-thumbnail"],"yoast_head":"\nWedbush\u2019s Dan Ives Predicts One Stock Group Will \u2018Significantly Outperform\u2019 in Second Half of 2026 - Cryptomag<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/cryptomag.finance\/?p=47170\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Wedbush\u2019s Dan Ives Predicts One Stock Group Will \u2018Significantly Outperform\u2019 in Second Half of 2026 - Cryptomag\" \/>\n<meta property=\"og:description\" content=\"Wedbush managing director and senior equity research analyst Dan Ives believes one lagging group of stocks will surprise investors in the next six months. 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