Dan Ives Calls It 1996, Not 1999 — 3 AI Stocks Wall Street Still Isn't Pricing In

Dan Ives is pushing back on the market's biggest AI anxiety. As tech earnings kick off, the Wedbush analyst says this isn't a 1999-style excess cycle — it's mid-1996, when spending accelerates, doubts linger, and the biggest gains are still ahead. His message is clear: upcoming results should validate a massive AI buildout that the Street continues to underestimate in both scale and duration.Why Earnings Matter More Than Valuations Right NowIves expects a strong fourth-quarter earnings season led by Big Tec ...