Oct 7, 2026, 9:33 AMTechnology and AI
Dan Ives Names Five AI Tech Plays for 2027 as Spending Wave Builds
Dan Ives says investors underestimate the AI spending wave and identifies five stocks for 2027, but MarketWatch's available summary omits their names.
Listen to this briefingAudio briefing
Summary
MarketWatch reported on October 7, 2026, that longtime technology bull Dan Ives identified five stocks to own going into 2027. Ives said investors are underestimating both the scale and scope of the artificial intelligence spending wave.
The available feed summary provides no company names, tickers, spending forecasts, valuations, or supporting financial data. Investors therefore cannot assess the five selections or the basis for Ives's outlook from the supplied material.
Positives
- Five selected stocks narrow Ives's bullish technology thesis to a defined group of companies.
- The 2027 time frame indicates Ives expects the AI spending theme to continue into the coming year.
- Ives specifically sees both the scale and scope of AI spending as underestimated by investors.
Risks & concerns
- The available summary does not identify any of the five stocks, preventing company-specific assessment.
- No dollar estimates, growth rates, or spending forecasts support the claimed AI investment wave.
- No valuation, earnings, competitive, or risk analysis is available for Ives's selections.
Primary sourceMarketWatch.com - Top Storieshttps://www.marketwatch.com/story/longtime-tech-bull-dan-ives-says-these-are-his-top-tech-plays-going-into-2027-3796cb9f?mod=mw_rss_topstories
Read full article

