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This Secular Bull Market Won't Be Ended by AI Bubble, Says Brian Belski
Posted
July 16, 2026
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10:15Now PlayingRevenue from artificial intelligence has reached a tipping point, showing that the hundreds of billions of dollars tech companies are spending on it may be economically sustainable, according to a report from research firm Exponential View.
Global AI sales, excluding China, reached $25 billion for hyperscalers and neoclouds in the first quarter of 2026, exceeding the industry’s estimated $21 billion in depreciation costs tied to their investments for the second consecutive quarter.
Dan Ives, Partner at Yorkville Ives & Co, and Brian Belski, CEO at Humilis Investment Strategies, discuss the AI trade's evolving market impact.
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