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Thursday, November 5, 2026Thu Nov 5 2026

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Dan Ives

Dan Ives Sees Big Tech Capex Growth Peaking Earlier in 2027 as Election Fallout Hits AI Debt and Chip Stocks

AI$CRWVDan Ives CoreWeave5 hours ago

Dan Ives Sees Big Tech Capex Growth Peaking Earlier in 2027 as Election Fallout Hits AI Debt and Chip Stocks

Markets live ·

AI bubble burst in 2026?10%up 3 points
Blue mega-tsunami in 2026?99%down 1 point
Will the Democratic Party candidate win the 2026 Texas Senate election by 12% or more?97%

AI bubble burst in 2026?10%up 3 points
Blue mega-tsunami in 2026?99%down 1 point
Will the Democratic Party candidate win the 2026 Texas Senate election by 12% or more?97%