Palantir (PLTR) is a high-conviction long-term buy due to its critical role in AI, strong integration, and growing commercial segment.
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“Dan Ives: “This $700B Opportunity Is Being Ignored” (3 Big Tech Stocks To Buy Now For Long Term)
Stocks Galore - Stock Picks & Investing InsightsApr 25, 2026
Dan Ives discusses a significant $700 billion opportunity in the tech sector, particularly highlighting Oracle. He believes the market is underestimating Oracle's potential, with a price target of $225 and the possibility of the stock doubling as it monetizes AI over the next few years. The conversation also touches on broader tech trends, upcoming earnings reports from major tech companies like Microsoft, Meta, and Alphabet, and the market's sentiment towards capital expenditures.
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Tickers discussed in this post
Taiwan Semiconductor is at the absolute core of modern technology, dominating leading-edge chip manufacturing with an unparalleled competitive moat.
Broadcom is presented as a key long-term AI stock, moving beyond the traditional semiconductor view.
Nvidia is considered a top physical AI play, alongside Tesla.
Tesla's increased capex for AI and robotics is crucial for its future as a leading physical AI company.
ServiceNow is mentioned in the context of recent stock movement related to AI software, but no direct investment advice is given.
Cisco is mentioned as an example of a company seeing monetization, but no specific investment thesis is given.
Intel is mentioned as an example of a company seeing monetization, but no specific investment thesis is given.
Qualcomm is among the companies reporting earnings soon, but no specific view is provided.
Meta's advertising revenue is expected to show monetization progress, with earnings on the horizon.
Amazon's cloud growth is a key indicator for capacity and monetization, with earnings expected soon.
Alphabet's cloud growth is a key indicator for capacity and monetization, with earnings expected soon.
Microsoft is expected to report strong cloud growth, which is crucial for its capacity and monetization efforts in the AI space.
Dan Ives sees Oracle as significantly undervalued with a $225 price target, expecting the stock to double as it capitalizes on the AI revolution.