Dan Ives Names Top Tech Stocks for 2027
Analyst Dan Ives recommends Nvidia, Microsoft, Palantir, Apple, and CrowdStrike as top stock plays amid a projected $4 trillion AI spending wave.
Dan Ives, a partner and senior managing director at the merchant bank Yorkville Ives, identified Nvidia, Microsoft, Palantir Technologies, Apple, and CrowdStrike as his top technology stock recommendations heading into 2027. He stated that investors are underestimating a "$4 trillion spending wave" expected over the next few years.
This outlook follows a recent recovery for the Magnificent 7 stocks, which contributed to record highs for the S&P 500 and Nasdaq Composite. To capitalize on these trends, Ives recently launched the Ives Ultra AI Opportunities Inc. closed-end fund. This new fund targets late-stage private AI and infrastructure companies, expanding his existing portfolio of AI-focused ETFs.
