Tech stocks are reeling from earnings volatility, but Dan Ives warns retail investors that now is not the time to panic. Ives explains where the market is heading next and reveals exactly which three AI stocks to buy on the dip right now—as well as which vulnerable tech stocks investors should stay away from.
00:00 Introduction
00:09 Tech Selloff: Is the Worst Over for AI Stocks?
01:00 Big Tech Earnings: What the Results Reveal About the AI Trade
01:52 Best Tech Stocks to Buy After the Selloff: GOOGL and ORCL
02:41 Software Stocks at Risk From AI Disruption
03:46 Salesforce and ServiceNow: The Software Stocks Positioned to Win
04:52 Adobe’s AI Risks and Competitive Position
05:17 Chip Stocks vs. Software Stocks: Where the Biggest Upside Lies
05:56 Best Software Stocks to Buy: CRM, NOW, PLTR and SNOW
06:36 Oracle Stock Outlook: AI Ambitions, Debt and Business Risks
07:42 CoreWeave and Nebius: The Neocloud Stocks Built to Survive
08:33 IREN and the AI Data Center Spending Boom
09:28 Apple Stock Outlook: AI Monetization, iPhone 18 and Services
10:46 Apple’s Siri Problem and the Next AI iPhone
11:20 Apple vs. Nvidia: Which Is the Better AI Investment?
12:02 Amazon Stock: Is the Post-Earnings Rally a Buying Opportunity?
12:48 The Best-Positioned Hyperscalers: Microsoft, Google and Amazon
13:10 Dan Ives’ Top Three Tech Stocks to Buy
13:42 Apple vs. Alphabet: Where AI Creates More Stock Value
14:19 AI Stocks That May Be Overvalued After the Selloff
14:55 Dell and SpaceX: New Additions to the AI 30 Winners List
15:50 Tesla vs. SpaceX: The Better Stock Ahead of a Potential Merger
16:26 AI Spending Risks: When Will Companies Deliver Returns?
17:25 AI Demand Risks and the Companies Most Vulnerable to a Slowdown
18:03 The Key Signs of AI Monetization Investors Should Watch in 2027
19:02 Audience Questions
22:39 Rapid-Fire: This or That
Recorded: November 2, 2026
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Camera: Julian Pinto & Shawn Elias
Producers: Caroline Woods & Rebecca Mezistrano
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