Wedbush’s Dan Ives: Anthropic’s $965 Billion Valuation Is ‘Tip of the Spear’ for AI Rally, Sees Focus on Data Layer Stocks - Dividend Increase Stocks

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AI Data Layer Stocks - highlights investor focus, market momentum, and changing financial conditions. The integration of AI-driven insights has started to complement human decision-making. While automated models can process large volumes of data, traders still rely on judgment to evaluate context and nuance. Anthropic has reportedly achieved a valuation of approximately $965 billion after securing $65 billion in a recent funding round, pushing the AI startup closer to the trillion-dollar mark. In an interview with CNBC’s “Squawk Box Europe” on Friday, Wedbush Securities analyst Dan Ives said that this milestone is merely “just the tip of the spear” for the AI rally, suggesting that investor demand for AI companies is still in its early stages. Ives noted that “for the first time in 30 years, the U.S. is ahead of China” on technology, a shift he sees as a key driver for future investments. He urged investors to broaden their focus beyond frontier AI models and turn attention to “data layer” companies, specifically naming Snowflake, Datadog, and InnoData as firms that could benefit from AI infrastructure spending. He pointed to recent performances from Snowflake and Dell as evidence of where corporate spending is accelerating, saying, “Our view is the second, third, fourth derivative, just like we saw this week with Snowflake and Dell, is showing where the spending is.” Ives’ comments are part of a broader market outlook he has shared in previous CNBC interviews, predicting the Nasdaq Composite will top 30,000 points by 2027. He also described the upcoming period as “historic” for Wall Street, citing a pipeline of mega-IPOs expected in 2026. Wedbush’s Dan Ives: Anthropic’s $965 Billion Valuation Is ‘Tip of the Spear’ for AI Rally, Sees Focus on Data Layer Stocks Many traders use alerts to monitor key levels without constantly watching the screen. This allows them to maintain awareness while managing their time more efficiently.Sentiment analysis has emerged as a complementary tool for traders, offering insight into how market participants collectively react to news and events. This information can be particularly valuable when combined with price and volume data for a more nuanced perspective.Wedbush’s Dan Ives: Anthropic’s $965 Billion Valuation Is ‘Tip of the Spear’ for AI Rally, Sees Focus on Data Layer Stocks Combining technical indicators with broader market data can enhance decision-making. Each method provides a different perspective on price behavior.Real-time tracking of futures markets often serves as an early indicator for equities. Futures prices typically adjust rapidly to news, providing traders with clues about potential moves in the underlying stocks or indices.

Key Highlights

AI Data Layer Stocks - highlights investor focus, market momentum, and changing financial conditions. Real-time data analysis is indispensable in today’s fast-moving markets. Access to live updates on stock indices, futures, and commodity prices enables precise timing for entries and exits. Coupling this with predictive modeling ensures that investment decisions are both responsive and strategically grounded. A key takeaway from Ives’ analysis is that the AI investment cycle may be deepening beyond the initial wave of large language model builders. While Anthropic’s sky-high valuation captures headlines, Ives suggests that the real growth potential lies in the infrastructure layer—companies that provide the data storage, processing, and analytics capabilities needed to support AI applications. This perspective could have significant market implications. If corporate spending on AI continues to expand, firms like Snowflake (data cloud), Datadog (monitoring and analytics), and InnoData (data infrastructure) may see increased demand for their services. Ives’ mention of Dell also highlights the role of hardware and enterprise solutions in this ecosystem. However, investors should note that many of these stocks have already experienced substantial gains, and valuations may reflect elevated expectations. The broader context includes Ives’ bullish call on the Nasdaq reaching 30,000 points by 2027—a roughly 80% increase from current levels based on market data. Such an outlook implies sustained growth in technology stocks, though it remains a forecast subject to macroeconomic conditions, geopolitical factors, and execution risks. Wedbush’s Dan Ives: Anthropic’s $965 Billion Valuation Is ‘Tip of the Spear’ for AI Rally, Sees Focus on Data Layer Stocks Many traders use a combination of indicators to confirm trends. Alignment between multiple signals increases confidence in decisions.Some traders find that integrating multiple markets improves decision-making. Observing correlations provides early warnings of potential shifts.Wedbush’s Dan Ives: Anthropic’s $965 Billion Valuation Is ‘Tip of the Spear’ for AI Rally, Sees Focus on Data Layer Stocks Predictive modeling for high-volatility assets requires meticulous calibration. Professionals incorporate historical volatility, momentum indicators, and macroeconomic factors to create scenarios that inform risk-adjusted strategies and protect portfolios during turbulent periods.Global interconnections necessitate awareness of international events and policy shifts. Developments in one region can propagate through multiple asset classes globally. Recognizing these linkages allows for proactive adjustments and the identification of cross-market opportunities.

Expert Insights

AI Data Layer Stocks - highlights investor focus, market momentum, and changing financial conditions. Some investors track currency movements alongside equities. Exchange rate fluctuations can influence international investments. From an investment perspective, the AI landscape may continue to present opportunities, but diversification and caution are warranted. Ives’ recommendation to look at data layer companies suggests that the AI theme could broaden beyond a handful of high-profile names. However, no single forecast or analyst opinion should be taken as a guarantee of future performance. The potential for mega-IPOs in 2026 could further reshape the technology sector, possibly introducing new competitors and investment avenues. Yet the timing and valuations of such IPOs remain uncertain. Meanwhile, the rivalry between the US and China in AI adds a geopolitical dimension that could influence market dynamics—Ives’ assertion of US leadership, while optimistic, may evolve as both nations continue to invest heavily. Investors considering exposure to AI-related stocks might weigh the risks of high valuations against the possible long-term growth trajectory. The cautious approach would be to monitor earnings and spending trends among data infrastructure companies, as well as broader tech sector performance. As always, individual financial goals and risk tolerance should guide decisions. Disclaimer: This analysis is for informational purposes only and does not constitute investment advice. Wedbush’s Dan Ives: Anthropic’s $965 Billion Valuation Is ‘Tip of the Spear’ for AI Rally, Sees Focus on Data Layer Stocks Scenario planning prepares investors for unexpected volatility. Multiple potential outcomes allow for preemptive adjustments.Historical precedent combined with forward-looking models forms the basis for strategic planning. Experts leverage patterns while remaining adaptive, recognizing that markets evolve and that no model can fully replace contextual judgment.Wedbush’s Dan Ives: Anthropic’s $965 Billion Valuation Is ‘Tip of the Spear’ for AI Rally, Sees Focus on Data Layer Stocks Many traders use a combination of indicators to confirm trends. Alignment between multiple signals increases confidence in decisions.Real-time updates are particularly valuable during periods of high volatility. They allow traders to adjust strategies quickly as new information becomes available.