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AI bubble or boom? Dan Ives says the AI party just began the real surge starts now as he reveals 10 powerhouse stocks

Dan Ives says AI stocks are not in a bubble. He cites adoption at just 3% in the US and under 1% globally. He argues valuations reflect real demand, not speculation, with Nvidia chips still in shortage. Ives expects AI-driven capex to hit $550$600 billion by 2026. He highlights 10 core stocks leading this early-stage AI surge.