Daniel Ives’ AI Power Picks: MSFT, NVDA & PLTR

Banking on the AI Supercycle

Finance and tech analyst Daniel Ives has spotlighted three stocks poised to dominate the “fourth industrial revolution” brought on by AI: Microsoft, Nvidia, and Palantir. In a fresh analysis, Ives reiterated his bullish stance on what he calls the AI “Supercycle,” predicting that these companies are set to deliver substantial gains as enterprise and consumer demand for artificial intelligence skyrockets. Microsoft stands out for its tight integration with OpenAI and leadership in cloud AI infrastructure. Nvidia, meanwhile, remains the hardware cornerstone of the AI boom, with its cutting-edge GPUs critical to powering large language models and other AI workloads.

Palantir’s Data-Driven Edge

Palantir may have flown under some investors’ radars, but Ives argues it’s emerging as a critical player in the AI space, especially in defense and enterprise data analytics. He lauds Palantir’s AI-driven Gotham and Foundry platforms for their real-time decision-making capabilities and deep integration in strategic sectors like government, healthcare, and manufacturing. With its recent expansion into commercial markets and a strong Q1 performance, Palantir is seen as a dark horse with significant upside. According to Ives, its positioning in applied AI makes it a smart bet as adoption accelerates across industries.