Dan Ives: Anthropic’s growth is 'just the tip of the spear' for AI rally

Anthropic, an AI company, recently achieved a $965 billion valuation after securing $65 billion in funding, and analyst Dan Ives believes investor interest in AI is far from peaked and will expand to data layer companies (companies that manage and organize data). Ives predicts a major market rally with several large public offerings planned for 2026, though some analysts warn this could signal a market peak similar to the dot-com bubble of the late 1990s.