The Real Eisman Playbook 2026 Predictions with Dan Ives and Chris Verrone | The Real Eisman Playbook Episode 40
40 snips
Jan 5, 2026 
Dan Ives, a savvy technology sector analyst from Wedbush Securities, joins Chris Verrone, a market strategist at Strategas, for a deep dive into economic predictions. They tackle pressing issues like AI monetization timelines and the current struggles of the housing market. Tesla’s uncertain future is debated, with Ives likening Musk's leadership to a wartime CEO. The conversation also touches on financial sector dynamics and healthcare's potential rebound, weaving a narrative that looks ahead to 2026’s economic landscape.
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AI Build-Out Is A Multi-Year Revolution
- The AI build-out is year three of a decade-long revolution driving huge capex and data center demand.
- Dan Ives argues monetization will follow as enterprise use cases accelerate beyond early hype.
Enterprise Adoption Still Tiny
- Only a small fraction of companies have adopted AI so far, so enterprise deployment remains nascent.
- Ives says more data centers are under construction than active ones in the U.S., highlighting early-stage scale needs.
AI Creates A Commodities And Power Theme
- AI 2.0 will stress raw materials, energy and power infrastructure, creating a commodities and energy investment theme.
- Chris Verrone and Dan Ives link commodity strength to the resource needs of the AI build-out and sovereign tech competition with China.