Ives pointed to C3.ai and Sandisk as being among the prime M&A targets, while Apple and IBM are most likely to be highly acquisitive during this AI merger wave because the two Big Tech companies are looking to play catch up in the AI race.
https://www.cnbc.com/2025/10/02/dan-ives-says-ai-related-ma-floodgates-are-about-to-open-here-are-his-takeover-picks.html?