24/7 Wall Street
12 Jun 2026, 11:45 UTC · 3h ago
Dan Ives' Own ETF Is Up 27% YTD. The AI Revolution Trade Is Real.
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
24/7 Wall Street
12 Jun 2026, 11:45 UTC · 3h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
5 claims · each scored for market impact
NVIDIA reported Q1 FY27 revenue of $81.6 billion, representing an 85% year-over-year increase. — Massive revenue growth in the flagship AI chipmaker validates the scale of the AI capex cycle and supports broader tech valuations.
+0.80Broadcom guided Q3 AI semiconductor revenue to $16 billion, an increase of over 200% year-over-year. — Triple-digit growth in AI-specific semiconductor revenue indicates strong, accelerating demand for AI infrastructure.
+0.70Oracle's remaining performance obligations grew 325% year-over-year to $553 billion. — Large volumes of contracted future cloud revenue provide high visibility into long-term growth for AI services.
+0.60Continue reading
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Alphabet's Google Cloud grew 63% with a backlog exceeding $460 billion. — Strong cloud growth and a massive backlog signal sustained enterprise spending on AI-integrated cloud platforms.
The IVES AI ETF experienced an 11% drawdown in one week, with holdings like Broadcom and Oracle falling 19% and 16% respectively. — Demonstrates high volatility and sensitivity to sentiment shifts in concentrated AI portfolios despite strong fundamentals.
-0.40Which stocks this story touches
Surged 41% YTD and is a primary driver of the fund's returns.
Posted 85% revenue growth to $81.6 billion and is described as powering outperformance.
Up 17% YTD with Google Cloud growing 63% and a massive backlog.
Strong growth guidance and 200% AI revenue increase, though offset by a recent 19% price drop.
Massive growth in remaining performance obligations (325% YoY), despite a recent 16% price drop.
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