2026 will be the year of AI monetization, says Wedbush's Dan Ives [Fortune]
ARKO Corp. (ARKO)
Company Research
Source: Fortune
Rather than being concentrated only among top tech giants, investment is increasingly coming from a wider base of enterprises. Recommended Video Gartner forecasts global AI spending to exceed $2 trillion in 2026, led by the integration of AI into products such as smartphones, PCs, and other underlying infrastructure. Regional economic conditions, regulatory environments, and access to skilled talent will influence how quickly individual companies scale their initiatives. Not every company will commit to large hardware upgrades or wide deployment at the same pace. To understand how the market is shaping up, I asked Dan Ives, a managing director and senior equity research analyst at Wedbush Securities, for his view. “We believe 2026 will be the year of AI monetization as the infrastructure leads to the use cases for enterprises and consumers,” Ives told me. “This is just the beginning, and we expect a bullish 2026 for tech and the AI Revolution.” Wedbush analysts wrote in a Mond
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ARKO
News
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- ARKO (NASDAQ:ARKO) was upgraded by analysts at <a style="font-weight:bold" href="https://www.wallstreetzen.com/newsletters/zen-ratings?ticker=ARKO&utm_campaign=getratings&utm_medium=online&utm_source=MarketBeat">Wall Street Zen</a> from MarketBeat
ARKO
Earnings
- 11/5/25 - Miss
ARKO
Sec Filings
- 12/1/25 - Form 8-K
- 12/1/25 - Form 3
- 11/5/25 - Form 8-K
- ARKO's page on the SEC website