AI stocks have been on fire, but can they keep climbing?
In this episode of the MoneyShow MoneyMasters Podcast, Dan Ives, Managing Director & Senior Equity Analyst at Wedbush Securities, shares his expert insights on the future of AI, Big Tech, and stock market trends in 2025.
💡 Dan Ives has been ahead of the curve on tech investing, calling this a "Champagne Moment" for AI stocks with plenty of “jet fuel” left for more gains.
We dive into AI’s next phase, the rise of second and third derivative AI plays, the impact of DeepSeek’s cheaper AI models, insights from Meta, Microsoft, and Amazon’s earnings, the effects of market volatility, the risks of China-U.S. trade tensions, and what all this means for Nvidia and the future of AI investing.
CHAPTERS
00:00 - Introduction
02:04 - Privatization & AI Growth
03:07 - Software Era Begins
04:23 - Derivative AI Plays
06:04 - DeepSeek & GPUs
07:56 - Tech Earnings & Outlook
08:38 - Tariffs & AI Risks
10:01 - Cybersecurity & Trends
12:00 - Market Risks & Execution
13:30 - MoneyShow Event Preview
👀 Want to see more of Dan Ives? 👀
He’ll be speaking at the 2025 MoneyShow Masters Symposium Miami, happening May. 15-17 at the Hyatt Regency Miami.
Don’t miss your chance to gain expert insights firsthand—click here to register:
https://www.miamimms.com/?scode=061246
More Episodes:
For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page: https://www.youtube.com/@MoneyShow/podcasts
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