85% Of The AI Boom Is Still Ahead Of Us | Dan Ives

Dan Ives believes the AI buildout is under 15% complete and Wall Street is underestimating earnings growth by 15-25%.

• Memory demand surging: Dan Ives says Korean memory demand is up ~30% in the last four to six weeks, with Samsung, SK Hynix driving a market he sees making new Kospi highs in 2026.
• Earnings underestimated: Ives argues Wall Street is underestimating AI-driven earnings growth by 15-25% over the next 12-18 months, with S&P 500 reaching 8,000 this year versus consensus views of 6,500-6,800.

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