Nvidia Vs. CrowdStrike: How ETFs Are Positioned for Dan Ives’ $4T Tech Spending Wave
Dan Ives sees a $4 trillion tech spending wave ahead. NVDA dominates major ETFs. Here’s how XLK, QQQ, and AIQ stack up against his top tech picks.
Economy · News reference
Olas says its smaller AI model matched GPT-4.1 at forecasting, raising pressure on more expensive frontier models.
Reference Details
Poisar stores the source's headline, summary and market tags for reference. Reporting and full article text remain with the original publisher.
Keep reading
Dan Ives sees a $4 trillion tech spending wave ahead. NVDA dominates major ETFs. Here’s how XLK, QQQ, and AIQ stack up against his top tech picks.
Samsung boasts a record quarterly profit as AI memory demand soars, and AMD's Lisa Su went to Seoul, South Korea to secure supply.
Celestica and Marvell Technology are positioned to outperform Palantir over the next five years by capitalizing on AI infrastructure buildout. Celestica is expanding its role in data center infrastructure and AI systems design, while Marvell is growing its custom silicon and optical interconnect businesses. Both companies have strong growth trajectories, though Marvell's path to surpassing Palantir appears more straightforward than Celestica's.
https://arstechnica.com/ai/2026/10/nvidias-big-bet-on-physical-ai-aims-for-safer-robotaxis-humanoid-robots/