Dan Ives Predicts Nasdaq Will Reach 30,000 Points, Clarifying That the AI Revolution Is Not a Bubble: '2-3 Years Remaining' in Tech Bull Market
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 07 2025
0mins
Should l Buy QTUM?
Source: Benzinga
Dan Ives' Optimism: Analyst Dan Ives believes the market is in the early stages of a "Fourth Industrial Revolution," predicting significant growth for the NASDAQ, potentially reaching 25,000 to 30,000, driven by strong earnings from AI leaders like Microsoft and Palantir.
AI Spending Surge: Ives argues that the upcoming two years will see more spending on AI technology than the previous decade combined, indicating the start of a massive "capex super cycle" from Big Tech, although some experts express caution regarding the sustainability of these investments.
Favorable Macro Environment: Ives anticipates a favorable macroeconomic environment for stocks, including potential rate cuts from the Federal Reserve, and suggests investors explore opportunities beyond major AI players to find the next growth wave.
Investment Options: The article lists several AI-linked exchange-traded funds (ETFs) with notable year-to-date and one-year performance, providing investors with options to consider in the growing tech landscape.
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Analyst Views on QTUM
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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