Nvidia Vs. CrowdStrike: How ETFs Are Positioned for Dan Ives’ $4T Tech Spending Wave

Dan Ives is betting that the artificial intelligence buildout is far from over. The Yorkville Ives senior managing director said investors are underestimating the scale of a potential $4 trillion technology spending wave over the next several years, naming Nvidia Corp NASDAQ:NVDA, Microsoft Corp NA…

Oct 8, 2026 - 19:00
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Nvidia Vs. CrowdStrike: How ETFs Are Positioned for Dan Ives’ $4T Tech Spending Wave
Dan Ives is betting that the artificial intelligence buildout is far from over. The Yorkville Ives senior managing director said investors are underestimating the scale of a potential $4 trillion technology spending wave over the next several years, naming Nvidia Corp NASDAQ:NVDA, Microsoft Corp NA…

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