Two stocks in the AI spotlight by Dan Ives

In the last two years, the S&P 500 and Nasdaq Composite indices have grown by more than 20%. This positive trend continued into early 2025, but in recent weeks the markets have entered a consolidation phase.

First, the investment world was surprised by Chinese company DeepSeek, which claims to have developed highly sophisticated AI models using an older architecture than that used by US tech giants. Shortly thereafter, the new US administration under Donald Trump announced tariffs, raising concerns about the impact on global trade and economic growth.

Against the backdrop of these events, many investors are struggling to identify which stock price declines may present interesting buying opportunities. Dan Ives, senior technology sector analyst at Wedbush Securities, highlights two key companies that he believes are in an ideal moment for long-term investment.