Cava Group is a compelling fast-casual growth story with a scalable, standardized yet customizable model driving aggressive expansion.
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Dan Ives: “This Could Be Bigger Than The Internet Boom” (3 Brilliant Growth Stocks To Buy Now)
May 13, 2026
Dan Ives of Wedbush Securities believes the AI boom could surpass the internet revolution, with 2026 as a potential turning point. He highlights opportunities in semiconductors, hyperscalers, software, cybersecurity, and infrastructure power names. Ives specifically mentions SK Hynix, Micron, GE Vernova, Service Now, Salesforce, CrowdStrike, and Palo Alto Networks as potential beneficiaries, while noting Intel's recent participation.
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Tickers discussed in this post
Dutch Bros is a high-growth opportunity due to its aggressive expansion, strong brand loyalty with younger consumers, and efficient drive-thru model.
Warby Parker is presented as a high-conviction growth stock with strong underlying potential despite modest reported results.
Amazon was mentioned in the context of AI infrastructure investment compared to Apple.
Adobe may be under pressure and could require acquisitions or strategic shifts to remain competitive in the AI era.
Service Now is expected to successfully monetize AI and avoid disruption.
GE Vernova is mentioned as a company tied to energy infrastructure that will benefit from the AI boom's demand for electricity.
Apple may regret its AI hardware strategy compared to competitors.
Alphabet is now viewed positively after overcoming regulatory and AI search concerns.
Microsoft has significant upside potential due to AI, despite negative sentiment.
