Latest news with #IVES
Yahoo
21 hours ago
- Business
- Yahoo
The Best ETF to Invest in the AI Boom Without Betting on Just One Stock
The new IVES ETF gives you expert guidance for AI investing. Your portfolio will instantly gain valuable exposure to AI. But as with any investment, there are downsides. 10 stocks we like better than Nvidia › The AI revolution is here. Over the next decade, many experts believe that the artificial intelligence market will grow from a few hundred billion dollars in value to nearly $5 trillion. Fortunes will be made throughout this growth journey, and one new ETF from popular analyst Dan Ives seeks to give investors a one-stop shop for investing in AI. Looking to add AI exposure to your portfolio? There are three reasons to consider the Dan IVES Wedbush AI Revolution ETF (NYSE:IVES). Many investors love to do their own research and select their own individual investments. But when it comes to investing in AI stocks, having some experts along for the ride can help a lot. Right now, there are many popular AI stocks that growth investors are flocking to. But the winners during the next phase or two of these cycles may not be the winners of today. "I've started this ETF because it's about the second, third, fourth derivatives of AI playing out, and that's the important thing for investors," Ives recently explained. "The AI revolution is the biggest tech theme we've ever seen," he added."There are plenty of other great vehicles out there, but there's only one that encompasses my investing team and the research that investors have trusted me to deliver." There are several new AI ETFs out there, but many invest in companies that aren't directly tied to AI. Amazon, for example, is exposed to AI through its AWS cloud infrastructure division. But that division contributes less than half of its total revenue. The movement of Amazon's stock, therefore, may be unduly influenced by its e-commerce division, not its AWS division, which provides it with its most direct AI exposure. The IVES ETF, meanwhile, aims to maximize your AI exposure by investing in just 30 companies handpicked from Ives's "AI Revolution Theme," which only aggregates stocks with meaningful exposure to AI infrastructure, deployment, and monetization. That includes AI stalwarts like Nvidia, which produces most of the industry's GPUs, and Microsoft, which has a much higher raw AI exposure than Amazon. The beauty of ETFs like this is that they let you scale up your exposure quickly. Yes, you are getting expert stock selection. You're also making sure your invested capital is as exposed as possible to the actual AI themes you're attempting to target. But by outsourcing your picks to an ETF, you also give yourself the ability to scale up your exposure at a moment's notice without needing to do a bunch of research on individual selections. In short, vehicles like the IVES ETF let you get quick exposure earlier than you would have if you needed to complete all of your own research and allocation decisions. "Two trillion dollars is going to be spent over the next three years," Ives estimates. "Now, I believe we're still in the bottom of the first inning in terms of this non-inning game for AI. And the second, third derivative beneficiaries of tech are just starting to focus on AI." If you agree with Ives -- that is, if you think that we are still in the very early innings of the AI revolution -- then getting your money to work today rather than tomorrow may give you a chance to lock in early cycle valuations before the rest of the market catches on. The IVES ETF isn't perfect. It comes with a very high 0.75% expense ratio, which will cut into your profits. It also has no historical track record, adding some level of uncertainty for its performance potential. Plus, Ives himself has said that he doesn't care much for valuations. "I've never been too focused on valuations," Ives recently said. "It's about the themes, the best places, and the disruptors. That's all the work we do in the field." Investors looking to do their own research, limit fees, and focus on valuation should likely look elsewhere. But for those willing to get instant exposure to expert AI stock selections, the IVES ETF is a promising new investment vehicle for aggressive growth investors. Before you buy stock in Nvidia, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Nvidia wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $669,517!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $868,615!* Now, it's worth noting Stock Advisor's total average return is 792% — a market-crushing outperformance compared to 173% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 2, 2025 John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Ryan Vanzo has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Amazon, Microsoft, and Nvidia. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. The Best ETF to Invest in the AI Boom Without Betting on Just One Stock was originally published by The Motley Fool
Yahoo
21 hours ago
- Business
- Yahoo
The Best ETF to Invest in the AI Boom Without Betting on Just One Stock
The new IVES ETF gives you expert guidance for AI investing. Your portfolio will instantly gain valuable exposure to AI. But as with any investment, there are downsides. 10 stocks we like better than Nvidia › The AI revolution is here. Over the next decade, many experts believe that the artificial intelligence market will grow from a few hundred billion dollars in value to nearly $5 trillion. Fortunes will be made throughout this growth journey, and one new ETF from popular analyst Dan Ives seeks to give investors a one-stop shop for investing in AI. Looking to add AI exposure to your portfolio? There are three reasons to consider the Dan IVES Wedbush AI Revolution ETF (NYSE:IVES). Many investors love to do their own research and select their own individual investments. But when it comes to investing in AI stocks, having some experts along for the ride can help a lot. Right now, there are many popular AI stocks that growth investors are flocking to. But the winners during the next phase or two of these cycles may not be the winners of today. "I've started this ETF because it's about the second, third, fourth derivatives of AI playing out, and that's the important thing for investors," Ives recently explained. "The AI revolution is the biggest tech theme we've ever seen," he added."There are plenty of other great vehicles out there, but there's only one that encompasses my investing team and the research that investors have trusted me to deliver." There are several new AI ETFs out there, but many invest in companies that aren't directly tied to AI. Amazon, for example, is exposed to AI through its AWS cloud infrastructure division. But that division contributes less than half of its total revenue. The movement of Amazon's stock, therefore, may be unduly influenced by its e-commerce division, not its AWS division, which provides it with its most direct AI exposure. The IVES ETF, meanwhile, aims to maximize your AI exposure by investing in just 30 companies handpicked from Ives's "AI Revolution Theme," which only aggregates stocks with meaningful exposure to AI infrastructure, deployment, and monetization. That includes AI stalwarts like Nvidia, which produces most of the industry's GPUs, and Microsoft, which has a much higher raw AI exposure than Amazon. The beauty of ETFs like this is that they let you scale up your exposure quickly. Yes, you are getting expert stock selection. You're also making sure your invested capital is as exposed as possible to the actual AI themes you're attempting to target. But by outsourcing your picks to an ETF, you also give yourself the ability to scale up your exposure at a moment's notice without needing to do a bunch of research on individual selections. In short, vehicles like the IVES ETF let you get quick exposure earlier than you would have if you needed to complete all of your own research and allocation decisions. "Two trillion dollars is going to be spent over the next three years," Ives estimates. "Now, I believe we're still in the bottom of the first inning in terms of this non-inning game for AI. And the second, third derivative beneficiaries of tech are just starting to focus on AI." If you agree with Ives -- that is, if you think that we are still in the very early innings of the AI revolution -- then getting your money to work today rather than tomorrow may give you a chance to lock in early cycle valuations before the rest of the market catches on. The IVES ETF isn't perfect. It comes with a very high 0.75% expense ratio, which will cut into your profits. It also has no historical track record, adding some level of uncertainty for its performance potential. Plus, Ives himself has said that he doesn't care much for valuations. "I've never been too focused on valuations," Ives recently said. "It's about the themes, the best places, and the disruptors. That's all the work we do in the field." Investors looking to do their own research, limit fees, and focus on valuation should likely look elsewhere. But for those willing to get instant exposure to expert AI stock selections, the IVES ETF is a promising new investment vehicle for aggressive growth investors. Before you buy stock in Nvidia, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Nvidia wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $669,517!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $868,615!* Now, it's worth noting Stock Advisor's total average return is 792% — a market-crushing outperformance compared to 173% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 2, 2025 John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Ryan Vanzo has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Amazon, Microsoft, and Nvidia. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. The Best ETF to Invest in the AI Boom Without Betting on Just One Stock was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
4 days ago
- Business
- Yahoo
Wedbush and Dan Ives Launch AI Revolution ETF
Tech analyst Dan Ives believes he has identified the most important companies driving artificial intelligence innovation today. He and Wedbush Fund Advisors launched the firm's inaugural ETF Wednesday — the Dan Ives Wedbush AI Revolution ETF (IVES). The fund, based on Ives' proprietary research, targets companies leading the charge in robotics, semiconductor chips, retail products, and of course, AI. It's the old California gold rush 'picks and shovels' strategy. 'AI isn't just about the Mag 7,' Ives told Advisor Upside. 'It's the software, the consumer, the infrastructure, the cybersecurity players.' The fund had net assets of more than $26 million as of Wednesday, an expense ratio of 0.75%, and a net asset value of $25.35. AI is likely going to be as monumental as the printing press or the internet, but do advisors have much enthusiasm for products that specifically target the sector? READ ALSO: There's Almost 600K More Millionaires. That's Not Necessarily a Good Thing and Goldman, Morgan Stanley, JPMorgan Layoffs to Hit Northeast There are plenty of AI-focused ETFs already, including Global X Artificial Intelligence & Technology ETF (AIQ), Defiance Quantum ETF (QTUM), and iShares Future AI & Tech ETF (ARTY) which collectively hold more than $5.5 billion in assets, according to data compiled by Morningstar Direct. As of the end of May, AI and robotics ETFs in the US alone have taken in nearly $1.3 billion. However, many of those funds also include holdings that aren't AI-specific. For example, ARTY has plenty of exposure to multiple foreign currencies. IVES, on the other hand, is more limited: It's made up of just 30 holdings, including all of the Mag 7. It also has a few names clients may not be aware of, like cybersecurity firm Zscaler, software-maker Pegasystems, and nuclear power company Oklo. 'Investors miss a core part of the theme by not playing the second and third derivatives,' Ives said. Wedbush Funds CIO Cullen Rogers added that the fund allows large-cap leaders like Nvidia and Microsoft to carry influence without overpowering the portfolio, and it gives smaller names 'a seat at the table.' Making Waves? Though AI is being viewed as the fourth industrial revolution and has been responsible for major investor returns of late, AI ETFs — and thematics in general — are a tough sell for advisors, said Bryan Armour, director of ETF & passive strategies research at Morningstar. 'Investors, and advisors alike, got burned by thematic ETFs in 2022, so they've failed to generate as much interest since then,' he told Advisor Upside. Plus, clients already have significant exposure to AI companies when they invest in the S&P 500 or Nasdaq. 'We have definitely seen how advisors have been putting some of the legacy AI thematic ETFs to work in client portfolios, but we've also seen advisors start to realize that most 'AI' ETFs are little more than the MAG 7 with high fees,' said Adam Patti, CEO of VistaShares. This post first appeared on The Daily Upside. To receive financial advisor news, market insights, and practice management essentials, subscribe to our free Advisor Upside newsletter. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
5 days ago
- Business
- Yahoo
Dan Ives, Analyst Known for Pink Blazers, Gets an AI ETF
Wedbush Securities has launched its first ETF, an artificial intelligence fund that takes its name from a Wall Street analyst known as much for his style as his stock picks. The $1 million Dan IVES Wedbush AI Revolution ETF (IVES) holds 30 stocks identified in Ives's 'The AI Revolution Theme' research, according to a statement. The exchange-traded fund's top holdings include a 5.7% allocation to Microsoft Corp. (MSFT), followed by Nvidia Corp. (NVDA), Broadcom Inc. (AVGO) and Tesla Inc. (TSLA). The fund was little-changed in its first day of trading. IVES joins a growing list of AI ETFs, which frequently count NVDA, MSFT and Palantir Technologies Inc. (PLTR) among top holdings. Adding Ives's name would be one way for the Wedbush fund to stand out from the growing crowd, which, according to FactSet, stands at 54 funds today. Ives is a popular face on CNBC and other financial news networks. A year ago he was featured on the New York Post's 'Fashion and Beauty' page sporting his tropical-hued fashion choices, including a pink blazer, flowered shirt, yellow pants and neon sneakers. He said the clothes help him reduce stress. AI ETFs List—Source: FactSet As Wedbush's Global Head of Technology Research has lately offered bullish commentary on AI stocks, saying products from Microsoft, Nvidia and Palantir are pulling off the biggest technology transformation in decades. 'AI is the most transformational force in the global economy in our lifetime,' Wedbush CEO Gary Wedbush said in the statement. 'Dan's track record speaks for itself. He's been identifying the drivers of tech disruption for years.' The fund carries a 75-basis-point expense ratio, which is nearly four times the 20-basis-point fee carried by the tech-focused Invesco QQQ Trust (QQQ). That fund has gained 3.3% this year. Los Angeles-based Wedbush announced in February plans to issue the fund through its Wedbush Funds | © Copyright 2025 All rights reserved Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Business Upturn
6 days ago
- Business
- Business Upturn
Wedbush Fund Advisers Launches IVES AI Revolution ETF Built on Dan Ives' Proprietary Research
By GlobeNewswire Published on June 4, 2025, 17:31 IST LOS ANGELES, June 04, 2025 (GLOBE NEWSWIRE) — Wedbush Fund Advisers has launched the Dan IVES Wedbush AI Revolution ETF (Ticker: IVES). The ETF will provide investors with transparent, cost-effective access to 30 names at the heart of the AI Revolution. Built around the proprietary research framework of Dan Ives, Wedbush Securities Managing Director and Global Head of Technology Research, the ETF targets companies driving AI's infrastructure and deployment across semiconductors, hyperscalers, cybersecurity, consumer platforms, robotics, and cloud infrastructure. These companies form the backbone of a multi trillion-dollar investment cycle transforming global industries and accelerating enterprise and consumer adoption. Key Features of IVES ETF: Research-Driven Selection: Constituents are drawn directly from Dan Ives' proprietary research behind 'The AI Revolution Theme,' a multi-year analysis identifying 30 public companies at the core of the AI spending cycle; Cross-Sector Exposure: Covers the full spectrum of industries powering the AI economy — from infrastructure to implementation; Balanced Construction: Strategically weighted to reduce concentration risk while maintaining high-conviction thematic exposure; Future-Focused Positioning: Targets companies with both established momentum and long-term potential to lead in enterprise and consumer AI adoption. 'We're incredibly excited to bring Dan Ives' research on the AI Revolution to life through this ETF,' said Cullen Rogers, Chief Investment Officer of Wedbush Fund Advisers. 'It's a response to what investors have been asking for—direct, meaningful exposure to the companies powering the next major economic transformation: artificial intelligence.' Wedbush entered the rapidly growing ETF market earlier this year through its new Investment Management division, marking the firm's commitment to cutting-edge investment solutions and highly curated product development for our Global Family Office, Wealth Management and RIA clients. 'AI is the most transformational force in the global economy in our lifetime,' said Gary Wedbush, President and Chief Executive Officer of Wedbush Securities. 'Dan's track record speaks for itself. He's been identifying the drivers of tech disruption for years, and the IVES ETF gives investors a chance to follow that insight in a disciplined, transparent way. We are proud to offer investors exposure to the AI Revolution through the IVES ETF.' About Wedbush Fund Advisers, LLC Wedbush Fund Advisers launched in 2024 to build on Wedbush's 70-year legacy of market insight, innovation, and client trust. Our mission is to design forward-thinking investment strategies that reflect the evolving nature of markets and investor priorities. Backed by a seasoned team with decades of asset management experience, we're committed to building a trusted platform that expands Wedbush's tradition of excellence into the next era of investment innovation. Media InquiriesDeborah KostrounPhone: +1 201 403-8185 Email: [email protected] Important Information Shares of ETFs are bought and sold at market price (not NAV) and are not individually redeemed from the Fund. Brokerage commissions will reduce returns. Carefully consider the Fund's investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses which may be obtained by visiting Read the prospectus carefully before investing. AI Technology Risk. AI technology is generally highly reliant on the collection and analysis of large amounts of data, and it is not possible or practicable to incorporate all relevant data into the model that such AI utilizes to operate. Certain data in such models will inevitably contain a degree of inaccuracy and error – potentially materially so – and could otherwise be inadequate or flawed, which would be likely to degrade the effectiveness of the AI technology. Companies involved in, or exposed to, artificial intelligence-related businesses may have limited product lines, markets, financial resources or personnel. These companies face intense competition and potentially rapid product obsolescence, and many depend significantly on retaining and growing the consumer base of their respective products and services. Many of these companies are also reliant on the end-user demand of products and services in various industries that may in part utilize artificial intelligence. Further, many companies involved in, or exposed to, artificial intelligence-related businesses may be substantially exposed to the market and business risks of other industries or sectors, and the Fund may be adversely affected by negative developments impacting those companies, industries or sectors. Calculation Methodology Risk. The Index relies directly or indirectly on various sources of information to assess the criteria of issuers included in the Index, including information that may be based on assumptions and estimates. Neither the Fund nor the Adviser can offer assurances that the Index's calculation methodology or sources of information will provide an accurate assessment of included issuers or a correct valuation of securities, nor can they guarantee the availability or timeliness of the production of the Index. Concentration Risk. The Fund's investments will be concentrated in an industry or group of industries to the extent that the Index is so concentrated. In such event, the value of the Shares may rise and fall more than the value of shares of a fund that invests in securities of companies in a broader range of industries. Investing involves risk, including possible loss of principal. Narrowly focused thematic investments will be more susceptible to factors affecting that sector and subject to more volatility. The Wedbush Funds are distributed by Foreside Fund Services, LLC. Wedbush Fund Advisers, LLC and Foreside Fund Services, LLC, are not affiliated. Investment products are not insured by the FDIC or any federal government agency, may lose value, and are not a deposit of or guaranteed by any bank or any bank affiliate. Disclaimer: The above press release comes to you under an arrangement with GlobeNewswire. Business Upturn takes no editorial responsibility for the same. GlobeNewswire provides press release distribution services globally, with substantial operations in North America and Europe.
