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      Analyst Dan Ives Sees AI Stock Declines as Buying Opportunities

      Dan Ives, a prominent analyst, has characterized the recent sharp declines in the stock prices of AI-related companies such as CoreWeave, IREN, and Nebius as significant buying opportunities. Despite the challenges posed by rising borrowing costs, Ives maintains that the demand for AI computing remains robust, with reports indicating that the demand for chips is outpacing supply by a ratio of 13 to 1.

      Ives anticipates that the construction of 800 to 1,000 new data centers will occur in the coming years, reflecting ongoing investment in AI infrastructure. He emphasizes that while higher interest rates may increase the cost of financing for AI projects, they do not diminish the underlying demand for AI technologies. This perspective suggests a continued optimism in the AI sector despite current market fluctuations.

      © 2026 KLEA News. All Rights Reserved. This article is provided for informational purposes only. It is not offered or intended to be used as legal, tax, investment, financial, or other advice.

      Source: KLEA News

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