• Asking Dan Ives to define the tech sector and share his outlook for 2026 forecasting 20% upside.
    Steve
  • Dan Ives
    Big tech in AI trade will be up 20-25%, AI revolution stocks up minimum 20%. This is just starting next stage of AI revolution with 20-25% of deals accelerated from hyperscalers recently.
  • Questioning NVIDIA's $2B investment in Synopsys as vendor financing and whether it's concerning.
    Steve
  • Dan Ives
    This is an AI arms race. For every dollar spent, NVIDIA gets back $8-10. Near-term questions but will look good in 2-4 years. NVIDIA is the one chip fueling AI revolution.
  • Surprised Synopsys didn't trade better today despite NVIDIA investment.
    Steve
  • Dan Ives
    Views Synopsys as opportunity and second/third derivative of AI revolution trade into 2026.
  • Asking about Palantir after earnings hammering and whether to buy despite valuation concerns.
    Steve
  • Dan Ives
    Would triple down on Palantir. In next 2-3 years sees $1T market cap as they capture 20-30% of AI use case deals. Stock not reflecting this potential.
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