Dan Ives says that AI-related M&A “Floodgates” is about to open. This is his acquisition pick

Dan Ives, a well-known technology industry analyst, says big tech companies and private equity companies are preparing to surge in acquisitions to stay ahead of the AI ​​arm race. Analysts shared stocks that targeted his pick as the first-class acquisition target as the trading boom was ongoing.

“We believe the regulatory situation is ready to be opened as high-tech M&A locks increase opportunities to add additional assets with easier paths to make acquisitions more generous with the new administration not representing a sudden hurdle.

Over the past few months, several technology companies have started trading, selling companies to AI and AI-Adjacent companies. Core Scientific In July, I agreed to sell my data center business. coreweave With a $9 billion dollar all-share trading. Almost at the same time Palo Alto Network It was announced that it would be acquired Cyber ​​Arkan Israeli security company worth $25 billion Nice It has announced plans to buy consumer-centric AI company Cognigy for around $1 billion.

Ives pointed c3.ai and SanDisk As one of the temporary M&A targets apple and IBM As two major tech companies are considering catching up in the AI ​​race, they are most likely to win during this AI merger wave.

“While we are expected to build AI use cases, we expect to see significant integration within the space over the next five to ten years as AI niche use cases increase and add to the growing AI product portfolio from large tech players and other financial buyers.”

This is the top analyst public takeover candidate.

Sandisk’s shares have skyrocketed by more than 200% since it began trading stocks under Ticker SNDK in February. lyft and TripAdvisor It has increased by 68% and 5% respectively since the beginning of this year.

but, Possible possessions Stocks fell 26% this year, while C3.AI stocks fell 49% over the same period. qualys The stocks slid about 6% per year.