Dr. Ed Yardeni vs. Dan Ives: Is 2026 the Year to Rotate Out of Big Tech or Double Down on AI?

Key Points Dr. Ed Yardeni runs his own investment firm, Yardeni Research, while Dan Ives serves as the global head of technology research at Wedbush. Yardeni has long been bullish on the S&P 500 index and tech stocks, but has recently changed course. Ives has consistently been bullish on tech stocks for most of his career, and he views the current artificial intelligence (AI) trade as the fourth industrial revolution. These 10 stocks could mint the next wave of millionaires › Dr. Ed Yardeni of Y ...