Major technology firms to increase AI spending, Dan Ives expects

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29.07.2026

Major technology firms to increase AI spending, Dan Ives expects — Big Tech to boost AI spending

Dan Ives, managing director / senior equity analyst at Wedbush Securities, expects major technology companies to intensify their capital expenditures related to artificial intelligence.

He highlights that enterprises planning AI strategic buildouts will drive additional investment, with signs of monetization becoming increasingly important as investor patience is tested.

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Earlier this year, Dan Ives highlighted a surge in tech stock activity during a notable trading day for the sector, as detailed in previous coverage. Later, he discussed challenges facing tech companies due to chip supply concerns and news about artificial intelligence developments in China, noted in a subsequent report. These earlier observations provide context for Ives's current focus on capital spending and monetization trends in AI.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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