Dan Ives, formerly of Wedbush Securities, has initiated coverage of the tech sector for his new venture, Yorkville Ives. In a note, he described the AI revolution as the largest technology buildout in history, involving capital, power, and policy across the entire economy. Ives stated that the current phase represents the third inning of a nine-inning game, citing the scale of committed investments as evidence. He also named his top five stock picks heading into 2027.
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