Astera Labs (ALAB) is a key player in AI infrastructure's connectivity fabric, showing exceptional revenue growth and profitability, making it an attractive long-term investment.
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Dan Ives: "The Biggest AI Money Hasn't Been Made Yet" (Top 2 AI Stocks to Buy Now)
Jul 23, 2026
Dan Ives believes the AI revolution is still in its early stages and has not yet seen its biggest financial gains. He highlights Alphabet (GOOGL) as a key player, discussing its strong cloud growth, AI initiatives like Gemini, and monetization strategies. The discussion also touches on the broader hyperscaler landscape and the importance of cloud growth for enterprise AI adoption.
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Palantir Technologies (PLTR) is presented as a primary AI investment with a valuable operating system for data and AI deployment, strong recurring revenue, and impressive financial growth, making it a compelling buy for long-term investors.
Tesla is cited as an example where individual investors were rewarded for believing in the company's long-term vision, despite traditional valuation metrics appearing extreme to professional investors.
Dan Ives views Apple as a potential "toll booth" on the AI highway due to its vast consumer ecosystem, suggesting it could collect value as AI integrates into billions of devices.
The creator notes that for the past couple of years, investor attention has been focused on chipmakers like Nvidia because GPUs became the bottleneck for AI.
Google's Gemini is mentioned as a competitor in the AI model space, with expectations of increased competition.
Meta is mentioned as a company whose future performance will be influenced by the trends set by Alphabet's earnings.
Amazon is mentioned as a company whose performance will be watched in light of Alphabet's earnings and the broader AI trend.
Microsoft is mentioned as a company that will be influenced by Alphabet's performance in the tech earnings season.
Dan Ives believes Alphabet is best positioned among hyperscalers for the AI revolution, citing strong cloud growth and monetization efforts.