Cathie Wood and Dan Ives Agree on 11 AI Stock Selections — A Few May Surprise You
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 15 2025
0mins
Source: Benzinga
Investment Focus: Dan Ives and Cathie Wood are investing in the artificial intelligence sector, with Ives launching the Wedbush AI Revolution ETF earlier this year, which includes 30 holdings, 11 of which overlap with Ark Invest's ETFs.
Key Holdings: Major stocks shared between Ives' ETF and Ark Invest include Alphabet, NVIDIA, Taiwan Semiconductor, Meta, Tesla, and Amazon, with Tesla and Palantir having the largest weightings in Ives' ETF.
AI Growth Potential: Both Ives and Wood emphasize the significant growth potential of AI, predicting a multi-trillion dollar opportunity and improvements in AI compute performance by 1,000x by 2030.
Market Strategy: The Wedbush AI Revolution ETF aims to provide investors with exposure to leading companies in AI technology, capitalizing on the ongoing "fourth industrial revolution" driven by major tech firms.
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Analyst Views on GOOG
Wall Street analysts forecast GOOG stock price to fall
15 Analyst Rating
14 Buy
1 Hold
0 Sell
Strong Buy
Current: 369.270
Low
255.00
Averages
336.08
High
400.00
Current: 369.270
Low
255.00
Averages
336.08
High
400.00
About GOOG
Alphabet Inc. is a holding company. The Company's segments include Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment includes infrastructure and platform services, collaboration tools, and other services for enterprise customers. Its Other Bets segment is engaged in the sale of healthcare-related services and Internet services. Its Google Cloud provides enterprise-ready cloud services, including Google Cloud Platform and Google Workspace. Google Cloud Platform provides access to solutions such as artificial intelligence (AI) offerings, including its AI infrastructure, Vertex AI platform, and Gemini for Google Cloud; cybersecurity, and data and analytics. Google Workspace includes cloud-based communication and collaboration tools for enterprises, such as Calendar, Gmail, Docs, Drive, and Meet.
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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