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Investors favor AI stocks over Bitcoin, seeing bigger returns in a rare 100-year tech cycle, says analyst.

Market News
21 May 2026
Benzinga
View Source
Neutral
pluang ai news

Wedbush analyst Dan Ives explains that capital is shifting from Bitcoin to AI stocks because investors see greater potential returns in AI, driven by chip makers, cloud companies, and AI software firms. This shift represents a once-in-a-century investment cycle, diverting funds from crypto despite Bitcoin's recent gains. Ives warns that picking the wrong AI stock carries risks, while Bitcoin remains a simpler, though volatile, investment. The pendulum of capital flows swings between themes, but currently, AI's infrastructure investments and growth prospects attract more money than crypto.

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