Anthropic’s $965 Billion Valuation Signals ‘Tip of the Spear’ in AI Rally, Wedbush’s Dan Ives Says - Cash Flow Report

Live News

AI Rally Data Layer - stock buybacks, dividends, and shareholder returns analysis. Real-time monitoring of multiple asset classes can help traders manage risk more effectively. By understanding how commodities, currencies, and equities interact, investors can create hedging strategies or adjust their positions quickly. Artificial‑intelligence startup Anthropic is zeroing in on a $1 trillion valuation after its latest funding round, but investor demand for AI companies could be just getting started, according to Wedbush Securities analyst Dan Ives. Speaking on CNBC’s “Squawk Box Europe” on Friday, Ives said, “For the first time in 30 years, the U.S. is ahead of China” on technology. He described Anthropic’s valuation of $965 billion — secured after raising $65 billion in funding on Thursday — as “just the tip of the spear” for the AI rally. Ives urged investors to turn their attention to “data layer” companies that support AI infrastructure, naming Snowflake, Datadog, and InnoData as examples. “Our view is the second, third, fourth derivative, just like we saw this week with Snowflake and Dell, is showing where the spending is,” he added. The analyst’s comments form part of a broader prediction that the Nasdaq could top 30,000 points by 2027, reiterating a call he made in earlier CNBC interviews. Ives is forecasting a “historic” period on Wall Street ahead of a raft of mega‑IPOs expected in 2026, though details of those listings remain unspecified in his latest remarks. Anthropic’s $965 Billion Valuation Signals ‘Tip of the Spear’ in AI Rally, Wedbush’s Dan Ives Says Technical analysis can be enhanced by layering multiple indicators together. For example, combining moving averages with momentum oscillators often provides clearer signals than relying on a single tool. This approach can help confirm trends and reduce false signals in volatile markets.Cross-asset analysis helps identify hidden opportunities. Traders can capitalize on relationships between commodities, equities, and currencies.Anthropic’s $965 Billion Valuation Signals ‘Tip of the Spear’ in AI Rally, Wedbush’s Dan Ives Says From a macroeconomic perspective, monitoring both domestic and global market indicators is crucial. Understanding the interrelation between equities, commodities, and currencies allows investors to anticipate potential volatility and make informed allocation decisions. A diversified approach often mitigates risks while maintaining exposure to high-growth opportunities.Predictive tools are increasingly used for timing trades. While they cannot guarantee outcomes, they provide structured guidance.

Key Highlights

AI Rally Data Layer - stock buybacks, dividends, and shareholder returns analysis. Historical trends often serve as a baseline for evaluating current market conditions. Traders may identify recurring patterns that, when combined with live updates, suggest likely scenarios. The key takeaway from Ives’ commentary is the potential shift in investor focus from leading AI model developers to the underlying infrastructure that powers AI workloads. By emphasizing data‑layer companies such as Snowflake, Datadog, and InnoData, Ives suggests that the most significant spending may occur not at the application layer but in the tools that manage, store, and analyze the massive datasets required by AI systems. His reference to Snowflake and Dell — both of which recently reported earnings that highlighted strong demand for AI‑related data services — reinforces the idea that enterprise spending on AI is broadening. The mention of a “second, third, fourth derivative” implies that the ripple effects of AI adoption could extend well beyond the initial wave of AI startups. Ives’ Nasdaq target of 30,000 points by 2027, if realized, would represent a roughly doubling from current levels (around 16,000–18,000 as of early 2026 based on market data). Such a forecast would likely rely on sustained capital inflows into technology stocks and continued expansion of AI‑driven productivity gains across sectors. Anthropic’s $965 Billion Valuation Signals ‘Tip of the Spear’ in AI Rally, Wedbush’s Dan Ives Says Some investors prioritize simplicity in their tools, focusing only on key indicators. Others prefer detailed metrics to gain a deeper understanding of market dynamics.Access to multiple timeframes improves understanding of market dynamics. Observing intraday trends alongside weekly or monthly patterns helps contextualize movements.Anthropic’s $965 Billion Valuation Signals ‘Tip of the Spear’ in AI Rally, Wedbush’s Dan Ives Says 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.Combining technical indicators with broader market data can enhance decision-making. Each method provides a different perspective on price behavior.

Expert Insights

AI Rally Data Layer - stock buybacks, dividends, and shareholder returns analysis. Cross-asset analysis helps identify hidden opportunities. Traders can capitalize on relationships between commodities, equities, and currencies. For investors, Ives’ observations suggest that the AI theme may have further room to run, but with a potential shift in which segments benefit most. The analyst’s focus on data‑layer companies rather than pure‑play AI developers indicates that the infrastructure underpinning AI — cloud platforms, data warehousing, monitoring, and analytics — could become an increasingly important part of the market narrative. The projected “historic” period and the anticipated mega‑IPOs in 2026 point to a possible wave of new issuances that could reshape the technology landscape. However, such predictions carry inherent uncertainty, as IPO markets depend on favorable macroeconomic conditions, interest‑rate trajectories, and investor risk appetite. While Ives’ outlook is notably bullish, market participants may want to weigh the potential for regulatory headwinds, competition from China, and the pace of AI monetization. The U.S. technological lead cited by Ives could face challenges as other nations ramp up their own AI initiatives. As always, any investment decisions should be based on individual research and risk tolerance. Disclaimer: This analysis is for informational purposes only and does not constitute investment advice. Anthropic’s $965 Billion Valuation Signals ‘Tip of the Spear’ in AI Rally, Wedbush’s Dan Ives Says Some investors find that using dashboards with aggregated market data helps streamline analysis. Instead of jumping between platforms, they can view multiple asset classes in one interface. This not only saves time but also highlights correlations that might otherwise go unnoticed.Diversification across asset classes reduces systemic risk. Combining equities, bonds, commodities, and alternative investments allows for smoother performance in volatile environments and provides multiple avenues for capital growth.Anthropic’s $965 Billion Valuation Signals ‘Tip of the Spear’ in AI Rally, Wedbush’s Dan Ives Says Historical price patterns can provide valuable insights, but they should always be considered alongside current market dynamics. Indicators such as moving averages, momentum oscillators, and volume trends can validate trends, but their predictive power improves significantly when combined with macroeconomic context and real-time market intelligence.Tracking related asset classes can reveal hidden relationships that impact overall performance. For example, movements in commodity prices may signal upcoming shifts in energy or industrial stocks. Monitoring these interdependencies can improve the accuracy of forecasts and support more informed decision-making.