Brew Markets

Hot Stocks with Dan Ives and His AI Revolution ETF

Sep 20, 2025
Dan Ives, Global Head of Technology Research at Wedbush Securities and founder of the AI Revolution ETF, shares his insights on the evolving landscape of AI and technology investing. He discusses his bullish outlook on stocks like Palantir, Nvidia, and Tesla, along with his role on the board of Eightco Holdings. Ives also highlights the transformative impact of AI across various industries. In lighter news, there's optimism about falling coffee prices thanks to favorable conditions in Brazil and Vietnam.
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ANECDOTE

Unusual Activist Targets Cracker Barrel

  • Biglory Holdings, led by Sadar, has repeatedly tried to join Cracker Barrel's board and now urges shareholders to vote against its CEO.
  • The activist holds 2.9% of Cracker Barrel and owns restaurant chains like Western Sizzlin and Steak and Shake.
INSIGHT

Analyst Moves From Research To Active Investing

  • Dan Ives blends sell‑side research with public investing by launching the AI Revolution ETF and joining public boards.
  • His public roles aim to translate field research into direct investment products and governance positions.
INSIGHT

Adobe Is A Prove‑Me AI Play

  • Dan sees Adobe as a prove‑me AI story but believes its install base can still benefit from AI.
  • He includes Adobe in his ETF as a potential AI beneficiary despite competition from newer image tools.
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