Dan Ives

Partner and Senior Managing Director Yorkville Ives: Tech analyst on Wall Street 25+ years. Chairman of IVAI. Advisory Board of Zeta 🎯🔥🏆🐂🕶️🌎✈️

[Dan Ives @DivesTech]

The debate between rates and the massive AI Revolution buildout is causing jitters in this market @BloombergTV 🥊🥊👇🐂

[Dan Ives @DivesTech]

Great to be on @BBCWorld with @SamiraHussain15 discussing tech earnings and market jitters 🥊🐂🎯📺 @BBCBreaking

[Evan @StockMKTNewz]

The foldable Apple $AAPL iPhone Duo is now officially available

[Dan Ives @DivesTech]

Great to be on @BBCWorld with @SamiraHussain15 discussing tech earnings and market jitters 🥊🐂🎯📺 @BBCBreaking

[Dan Ives @DivesTech]

The debate between rates and the massive AI Revolution buildout is causing jitters in this market @BloombergTV 🥊🥊👇🐂

[Dan Ives @DivesTech]

Great to be on @BloombergTV with @FerroTV @lisaabramowicz1 @annmarie discussing this jittery tech tape despite the eye popping results of tech stalwarts in this AI Revolution @business 🏆🔥🥊👇📺🎯🐂

https://t.co/4nXUEvzhHw

[Dan Ives @DivesTech]

Great to be on @BloombergTV with @FerroTV @lisaabramowicz1 @annmarie discussing this jittery tech tape despite the eye popping results of tech stalwarts in this AI Revolution @business 🏆🔥🥊👇📺🎯🐂

https://t.co/4nXUEvzhHw

[Dan Ives @DivesTech]

Big day for @Apple with Duo on sale today…lot of excitement at NYC flagship 5th Ave store this am and customers all lined up. We continue to believe this will be start of the hardware innovation era at Apple under Ternus. 🏆🍎📱🐂

[Dan Ives @DivesTech]

Great to be on @BloombergTV with @FerroTV @lisaabramowicz1 @annmarie discussing this jittery tech tape despite the eye popping results of tech stalwarts in this AI Revolution @business 🏆🔥🥊👇📺🎯🐂

https://t.co/4nXUEvzhHw

[Dan Ives @DivesTech]

Big day for @Apple with Duo on sale today…lot of excitement at NYC flagship 5th Ave store this am and customers all lined up. We continue to believe this will be start of the hardware innovation era at Apple under Ternus. 🏆🍎📱🐂

[Herbert Ong @herbertong]

A Tesla and SpaceX merger?

@DivesTech says it's "a matter of when, not if." He's put the odds at about 80% for the past year.

Here's the trade. Tesla is around $370–375 today, and Ives sees it at about $500 in a deal. That's roughly 33% upside. Combined, the company would be worth $4–5 trillion, likely the biggest merger in history.

The market is still skeptical, and Ives says "it would have to take some anomaly" for this not to happen.

Full interview from @APompliano.

0:00 Special committees at Tesla-SpaceX
1:38 $500 to $550 Tesla price in a deal
3:35 Biggest merger in history
7:51 Full stack, a hundred trillion dollar company
9:11 How hedge funds play the merger

$TSLA $SPCX

[Thomas (Tom) Lee (not drummer) FundstratDirect.com @fundstrat]

More signs we are at the end of the tech / AI selloff

[Dan Ives @DivesTech]

Great to be talking all things tech with @APompliano 🏆🎯🐂👇

[Dan Ives @DivesTech]

Great to be talking all things tech with @APompliano 🏆🎯🐂👇

[Anthony Pompliano 🌪 @APompliano]

I sat down with @DivesTech to discuss the AI trade, what bears get wrong, what Dan saw on the ground in Korea, and why there is so much left to go in the bull market.

We also discuss the potential $TSLA and $SPCX merger, $CRWV and AI debt fears, the midterms, interest rates, and where the stock market goes from here.

YouTube: https://t.co/MjBuqngouy
Apple: https://t.co/5mLo9uypEU
Spotify: https://t.co/nrbiGEcJSw

TIMESTAMPS:
0:00 - Intro
1:08 - Report from Korea & AI chip demand
4:51 - Market sell-off & what the AI bears get right
9:25 - Why Wall Street is underestimating AI growth
15:06 - Midterms & data centers
16:46 - Rate hikes, CoreWeave & Oracle debt
19:00 - What could slow AI demand?
20:53 - Tesla & SpaceX merger
33:06 - How investors are playing the merger
35:52 - Market concentration, earnings & the bear narratives
41:34 - AI agents & the future of investing
45:22 - Political risk & a message to the bears

[Dan Ives @DivesTech]

@danielnewmanUV @MercedesAMGF1 🔥🔥

[Dan Ives @DivesTech]

Look forward to discussing this tech sell-off and Anthropic on @BloombergTV at 6:30 am with @FerroTV @lisaabramowicz1 @annmarie @business 🏆🐂🥊🎯📺

[Dan Ives @DivesTech]

The prints so far do not support the fear, it’s the opposite as it increases our bullish conviction on AI thesis into year-end and 2027 despite the market jitters. We expect Alphabet, Microsoft, Amazon to confirm the massive Capex spending path next week Monetization key🎯🐂

[Dan Ives @DivesTech]

Look forward to discussing this tech sell-off and Anthropic on @BloombergTV at 6:30 am with @FerroTV @lisaabramowicz1 @annmarie @business 🏆🐂🥊🎯📺

[Dan Ives @DivesTech]

The prints so far do not support the fear, it’s the opposite as it increases our bullish conviction on AI thesis into year-end and 2027 despite the market jitters. We expect Alphabet, Microsoft, Amazon to confirm the massive Capex spending path next week Monetization key🎯🐂

[Anthony Pompliano 🌪 @APompliano]

I sat down with @DivesTech to discuss the AI trade, what bears get wrong, what Dan saw on the ground in Korea, and why there is so much left to go in the bull market.

We also discuss the potential $TSLA and $SPCX merger, $CRWV and AI debt fears, the midterms, interest rates, and where the stock market goes from here.

YouTube: https://t.co/MjBuqngouy
Apple: https://t.co/5mLo9uypEU
Spotify: https://t.co/nrbiGEcJSw

TIMESTAMPS:
0:00 - Intro
1:08 - Report from Korea & AI chip demand
4:51 - Market sell-off & what the AI bears get right
9:25 - Why Wall Street is underestimating AI growth
15:06 - Midterms & data centers
16:46 - Rate hikes, CoreWeave & Oracle debt
19:00 - What could slow AI demand?
20:53 - Tesla & SpaceX merger
33:06 - How investors are playing the merger
35:52 - Market concentration, earnings & the bear narratives
41:34 - AI agents & the future of investing
45:22 - Political risk & a message to the bears

[Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi]

$AAPL very close to $NVDA in market cap ... Cupertino record high today @divestech @tradingview