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AI Spending is Only 15% Through, Says Dan Ives. If He’s Right, These Stocks Win Big
FG
FOMOGRAM Editorial Desk
Aug 4, 2026

EXECUTIVE SUMMARY
Dan Ives thinks the AI spending wave has barely started, and the hyperscalers are finally proving the skeptics wrong. The question now is which stocks stand to benefit most before the rest of the market catches on.
Dan Ives thinks the AI spending wave has barely started, and the hyperscalers are finally proving the skeptics wrong. The question now is which stocks stand to benefit most before the rest of the market catches on.
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