Maham Fatima
Wed, May 14, 2025, 5:42 AM 5 min read
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We precocious published a database of the 13 Best Artificial Intelligence Stocks Under $50 to Buy Now. In this article, we are going to instrumentality a look astatine wherever POET Technologies Inc. (NASDAQ:POET) stands against different AI stocks nether $50.
On May 8, Dan Ives of Wedbush Securities joined CNBC’s ‘Squawk connected the Street’ to sermon his bullish outlook connected the AI assemblage and tech. Ives utilized the metaphor of exertion speeding down the road astatine 100 mph successful a Ferrari, portion regularisation lags successful the dilatory lane astatine 35 mph. He emphasized that, fixed this disparity, overmuch of the oversight volition beryllium self-regulatory, arsenic the usage cases for AI are expanding rapidly. He predicted continued consolidation successful the assemblage and stated that regulatory efforts would not halt this trend. The treatment besides touched connected planetary trade, peculiarly regarding the UK, China, India, and Vietnam. Ives described immoderate advancement with the UK arsenic a tiny but affirmative step, but stressed that the existent absorption for tech companies remains connected China. He explained that portion the UK narration is notable, it does not person the aforesaid interaction arsenic China, and tech companies are intimately monitoring developments successful Asia due to the fact that of their value to larger deals. He besides predicts that large tech players would get smaller oregon emerging backstage companies and argued that the ongoing AI revolution, unstoppable adjacent successful the look of tariffs, volition thrust companies to presumption themselves advantageously for the future, with consolidation playing a cardinal role.
Ives acknowledged the existent regulatory uncertainty and unexpected moves from large tech partners but maintained his bullish stance connected large tech wide owed to accelerating usage cases and spending successful the sector. Ives besides discussed the endeavor adoption of agentic AI, oregon AI agents, and erstwhile their interaction connected concern ratio and margins would go evident. Ives emphasized that the AI gyration is spreading crossed software, cybersecurity, and the internet, and that tariffs volition not impede this 4th concern revolution. In fact, Ives thinks that tariffs mightiness adjacent accelerate AI adoption by expanding terms pressures and driving companies to question efficiencies, highlighting that this net play was pivotal, with accelerated spending connected AI. He observed that AI-related budgets person surged from 1% to 2% a twelvemonth agone to astir 15% now, and argued that neither regulatory hearings nor tariffs tin dilatory this momentum. He likened the existent AI gyration to a decisive last-second play successful basketball, arsenic it’s delivering unexpected and transformative results for the tech sector.