AI Rally Data Layer - growth forecasts, earnings revisions, and analyst sentiment. Wedbush Securities analyst Dan Ives suggests Anthropic’s recent $965 billion valuation and $65 billion funding round may only be the beginning of a broader AI-driven market rally. He advises investors to look beyond frontier AI companies toward data-layer firms such as Snowflake, Datadog, and InnoData, and reiterates a call for the Nasdaq to reach 30,000 points by 2027.
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AI Rally Data Layer - growth forecasts, earnings revisions, and analyst sentiment. Some investors prioritize clarity over quantity. While abundant data is useful, overwhelming dashboards may hinder quick decision-making. 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 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.Combining technical analysis with market data provides a multi-dimensional view. Some traders use trend lines, moving averages, and volume alongside commodity and currency indicators to validate potential trade setups.Anthropic’s $965 Billion Valuation Signals ‘Tip of the Spear’ in AI Rally, Wedbush’s Dan Ives Says Cross-market monitoring allows investors to see potential ripple effects. Commodity price swings, for example, may influence industrial or energy equities.Access to continuous data feeds allows investors to react more efficiently to sudden changes. In fast-moving environments, even small delays in information can significantly impact decision-making.
Key Highlights
AI Rally Data Layer - growth forecasts, earnings revisions, and analyst sentiment. Some traders focus on short-term price movements, while others adopt long-term perspectives. Both approaches can benefit from real-time data, but their interpretation and application differ significantly. 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 Combining technical and fundamental analysis provides a balanced perspective. Both short-term and long-term factors are considered.Predictive tools provide guidance rather than instructions. Investors adjust recommendations based on their own strategy.Anthropic’s $965 Billion Valuation Signals ‘Tip of the Spear’ in AI Rally, Wedbush’s Dan Ives Says Real-time updates are particularly valuable during periods of high volatility. They allow traders to adjust strategies quickly as new information becomes available.Real-time news monitoring complements numerical analysis. Sudden regulatory announcements, earnings surprises, or geopolitical developments can trigger rapid market movements. Staying informed allows for timely interventions and adjustment of portfolio positions.
Expert Insights
AI Rally Data Layer - growth forecasts, earnings revisions, and analyst sentiment. Combining technical indicators with broader market data can enhance decision-making. Each method provides a different perspective on price behavior. 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 Many investors adopt a risk-adjusted approach to trading, weighing potential returns against the likelihood of loss. Understanding volatility, beta, and historical performance helps them optimize strategies while maintaining portfolio stability under different market conditions.Cross-market correlations often reveal early warning signals. Professionals observe relationships between equities, derivatives, and commodities to anticipate potential shocks and make informed preemptive adjustments.Anthropic’s $965 Billion Valuation Signals ‘Tip of the Spear’ in AI Rally, Wedbush’s Dan Ives Says Real-time data can highlight momentum shifts early. Investors who detect these changes quickly can capitalize on short-term opportunities.Real-time data supports informed decision-making, but interpretation determines outcomes. Skilled investors apply judgment alongside numbers.
