Dan Ives Picks Five Tech Names for 2027 as AI Spending Wave Builds
Dan Ives selected Nvidia, Microsoft, Palantir, Apple, and CrowdStrike as his top tech stock picks for 2027. He contends that investors are still underestimating a $4 trillion wave of AI-related spending. The five stocks have performed very differently in 2026, with CrowdStrike more than doubling while Microsoft and Palantir also posted gains.
Dan Ives has selected Nvidia, Microsoft, Palantir, Apple, and CrowdStrike as his top tech stock picks for 2027. He argues that investors are still underestimating a $4 trillion wave of AI-related spending.
The five stocks have performed very differently in 2026. CrowdStrike more than doubled, while Microsoft and Palantir also posted gains. The provided material does not specify how Nvidia and Apple performed.
If Ives is right, continued AI investment could affect investors, workers, and consumers. Shareholders in the named companies may see gains or losses depending on execution. Businesses may face pressure to adopt AI tools, potentially changing jobs and skills. Consumers could see new products and services, but also questions about cost, privacy, and access. The impact may vary widely, since the five stocks already performed differently in 2026.