Uploaded March 2026 | Updated September 2026, 2 weeks ago
The first phase of the AI cycle rewarded the obvious winners. The next phase will be about monetization, earnings, and execution. In this fireside chat, Dan Ives shares how he’s thinking about AI and tech heading into the back half of 2026, including which companies are turning AI investment into real revenue and which parts of the stack are just getting started. Expect a clear view of where real opportunity is emerging as AI shifts from buildout to business impact.
The first phase of the AI cycle rewarded the obvious winners. The next phase will be about monetization, earnings, and execution. In this fireside chat, Dan Ives shares how he’s thinking about AI and tech heading into the back half of 2026, including which companies are turning AI investment into real revenue and which parts of the stack are just getting started. Expect a clear view of where real opportunity is emerging as AI shifts from buildout to business impact.
