Partner and Senior Managing Director Yorkville Ives: Tech analyst on Wall Street 25+ years. Chairman of IVAI. Advisory Board of Zeta π―π₯πππΆοΈπβοΈ
NYC/NJ/At An Airport π
- Tweets 42,096
- Following 365
- Followers 339,673
- Likes 62,696
Dan Ives retweeted
Great to be watching @PennStateFball play Northwestern Wildcats in the new stadium in Evanston with fellow 1887 Club members. We Are! π₯ππ¦π @GoPSUsports @penn_state
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Dan Ives retweeted
We are in the 3rd inning for this AI Revolution @CNBCClosingBell @FrankCNBC πΏππΊπ
Great to be on @CNBCClosingBell with @FrankCNBC discussing Tesla and the overall tech sector going forward with the AI Revolution hyper growth theme front and center π₯πΊππΏππ @CNBC @CNBCtech
cnbc.com/video/2026/10/02/daβ¦
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Dan Ives retweeted
Teslaβs focus into 2027 is around its AI and autonomous endeavors @CNBCClosingBell @FrankCNBC ππ₯ππ
Great to be on @CNBCClosingBell with @FrankCNBC discussing Tesla and the overall tech sector going forward with the AI Revolution hyper growth theme front and center π₯πΊππΏππ @CNBC @CNBCtech
cnbc.com/video/2026/10/02/daβ¦
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Dan Ives retweeted
Great to be on @CNBCClosingBell with @FrankCNBC discussing Tesla and the overall tech sector going forward with the AI Revolution hyper growth theme front and center π₯πΊππΏππ @CNBC @CNBCtech
cnbc.com/video/2026/10/02/daβ¦
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Dan Ives retweeted
Coming up on @CNBCClosingBell
@yardeni @DivesTech @TrivectorR @MetLife Drew Matus @WealthEnhance Aya Yoshioka
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Dan Ives retweeted
Look forward to discussing Tesla and tech stocks on @CNBCClosingBell at 3:15 pm with @FrankCNBC @CNBC π₯πππΏπΊ
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Great to be talking all things tech and AI Revolution with @APompliano in NYC π₯ππΏππ―π
I spoke with @DivesTech about the AI trade and why it will be bigger than everyone thinks.
He explains where value is accruing, why Darioβs warnings about AI are wrong, the White House AI meeting, the importance of sovereign AI, and his new Ives Ultra Fund.
YouTube: piped.video/YdoMzkcGH1Q?is=J7o-β¦
Apple: podcasts.apple.com/us/podcasβ¦
Spotify: open.spotify.com/episode/0I8β¦
TIMESTAMPS:
0:00 - Intro
1:12 - Where's the value in the AI trade?
2:32 - Dario's AI warning & regulatory capture
5:15 - Are OpenAI & Anthropic in trouble?
11:04 - Trump's White House AI meeting
13:51 - Open source vs closed source AI
15:32 - Token price war & the Anthropic IPO
22:33 - How to invest in the AI trade
25:04 - Personal AI agents & consumer AI
26:31 - Why tech is ignoring macro headwinds
30:36 - The Ives Ultra AI Fund
33:21 - Data, sovereign AI & the future of work
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Dan Ives retweeted
I spoke with @DivesTech about the AI trade and why it will be bigger than everyone thinks.
He explains where value is accruing, why Darioβs warnings about AI are wrong, the White House AI meeting, the importance of sovereign AI, and his new Ives Ultra Fund.
YouTube: piped.video/YdoMzkcGH1Q?is=J7o-β¦
Apple: podcasts.apple.com/us/podcasβ¦
Spotify: open.spotify.com/episode/0I8β¦
TIMESTAMPS:
0:00 - Intro
1:12 - Where's the value in the AI trade?
2:32 - Dario's AI warning & regulatory capture
5:15 - Are OpenAI & Anthropic in trouble?
11:04 - Trump's White House AI meeting
13:51 - Open source vs closed source AI
15:32 - Token price war & the Anthropic IPO
22:33 - How to invest in the AI trade
25:04 - Personal AI agents & consumer AI
26:31 - Why tech is ignoring macro headwinds
30:36 - The Ives Ultra AI Fund
33:21 - Data, sovereign AI & the future of work
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Dan Ives retweeted
Great to be talking all things tech and AI Revolution with @APompliano in NYC π₯ππΏππ―
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Dan Ives retweeted
FED PAUSE ODDS SURGE TO 85% AFTER WEAK JOBS REPORT
Kalshi now prices an 85% chance the Fed holds rates in October after payrolls rose just 29,000 vs. 84,000 expected.
Unemployment climbed to 4.2%, triggering a sharp dovish repricing of the Fed outlook.
kalshi.com/markets/kxfeddeciβ¦
Paid partnership (ad)
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Dan Ives retweeted
When the S&P 500 is in the sweet spot going into Q4 (up YTD between 10% to 20%) the returns get even better.
Higher 85% of the time in Q4 and up 5.3% on average.
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