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Dan Ives

Managing Director & Global Head of Technology Research, Wedbush Securities

Search every verified Dan Ives interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Dan Ives, partner and senior managing director at Yorkville Ives & Co., has been a frequent commentator on technology markets, appearing on outlets including CNBC, Bloomberg, and Yahoo Finance. He has discussed the Apple-Meta partnership, describing it as potentially the first of many collaborations between the two companies, and has characterized Apple's large installed base as positioning it to be a "toll collector" on consumer AI. Ives has also been bullish on Nvidia, stating that investor checks from Asia suggest the company's numbers may be underestimated by 20-30% over the next year, and has cited a 13-to-1 demand-to-supply ratio for AI chips. He has named Nvidia, Microsoft, Palantir, Apple, and CrowdStrike as his top tech picks into 2027. Ives has also discussed the AI investment cycle, arguing that the market is in the early innings of a "fourth industrial revolution" and that fears of an AI sell-off are overdone. He has commented on Anthropic's reported IPO prospectus, calling the company the "hearts and lungs" of the AI trade, and has weighed in on regulatory debates, saying that excessive AI regulation in the US could give China an advantage. Ives has also discussed Tesla's third-quarter deliveries as a positive step and has spoken about his new firm, Yorkville Ives & Co., including its launch of a fund focused on investing in private AI companies.

Recent appearances

  • Dan Ives: Top 5 AI Stocks for 2027 and Why Memory Stocks Look Undervalued

    October 16, 2026 · 📺 Global Money Talk

    Where are the next opportunities in AI, and which stocks still look undervalued? Dan Ives joins 3PROTV in Seoul to explain why his conviction in the AI investment cycle has strengthened. He discusses how AI spending is translating into business opportunities and shares the reasoning behind his five technology stock picks heading into 2027. ✅ Subscribe to Global Money Talk for more exclusive interviews with the world's leading financial minds. 🤝 For collaboration inquiries or any questions, please get in touch with us at the email address below. 👉 E-mail: [email protected] 🚀 Global Money T…

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  • Dan Ives Says AI Stock Sell-Off Is a Buying Opportunity

    October 16, 2026 · 📺 Finance Deep Dive

    Dan Ives shares his outlook on AI stocks, memory chip demand, Nvidia, and the growing Apple-Meta AI partnership. Is the recent sell-off a buying opportunity, or is the AI boom facing new risks? 00:00 AI Stock Sell-Off 00:32 Buying Opportunity? 00:59 Memory Chip Demand 01:46 AI Data Center Risks 02:49 AI Spending Impact 03:30 Apple and Meta AI Deal 05:11 Apple's AI Future 06:15 Dan Ives' Bull Case 07:28 Data Center Risks 08:17 Apple-Meta Partnership 09:39 What Investors Should Watch #DanIves #AIStocks #Nvidia #AppleStock #MetaStock #StockMarket LEGAL DISCLAIMER: The content presented on t…

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  • Dan Ives: The AI Boom Is Only 15% Over—Here's What Comes Next | Top Stocks

    October 16, 2026 · 📺 Top Stocks by Matt Weinschenk

    🚀 Discover Elon Musk’s Potential Next Big AI Opportunity While investors focus on Tesla, SpaceX, and the race to build better AI models, Stansberry tech analyst Josh Baylin believes Elon Musk could be developing something even bigger: an AI-powered device that could challenge Apple's iPhone. And some of the biggest investment opportunities may come from smaller companies helping make it possible. 👉 Watch free and discover the stock: https://ElonStarPhone.com/ 🔔 Gain an Instant Edge Over Wall Street Stay ahead with timely market insights and analysis. 👉 Learn more: https://TopStocksLetter.com…

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  • We are Only 'Third Inning Relative to this AI Game,' Says Dan Ives

    October 16, 2026 · 📺 Bloomberg Podcasts

    Three CoreWeave Inc. co-founders have sold $3.3 billion in company shares since last year’s initial public offering, taking money off the table as rising credit risks and investor wariness around AI spending spark volatility in the stock. Dan Ives, Partner at Yorkville & Ives, discusses volatility relative to the AI trade and the outlook for stocks like Coreweave and Apple in particular. -------- Get more on the Bloomberg Surveillance Podcast On Apple: http://bit.ly/3OPtReI On Spotify: http://bit.ly/42xmHPz Anywhere: http://bit.ly/3oOD8ZH Follow us on X:   / bloombergradio   Listen…

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  • Apple and Meta need each other, says Yorkville Ives' Dan Ives

    October 15, 2026 · 📺 CNBC Television

    Dan Ives, Yorkville Ives and Co. partner, joins 'Fast Money' to talk Meta and Apple's recently announced partnership.

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  • Basis Points LIVE From Zeta Live: David Steinberg, Dan Ives & More!

    October 13, 2026 · 📺 Basis Points

    Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday! Steve - https://x.com/stevenfiorillo Amit - https://x.com/amitisinvesting Basis Points - https://x.com/basispointpod 00:00 - David Steinberg, CEO of Zeta 14:15 - Elias Davis of Palantir 29:07 - Dan Ives, Yorkville 49:02 - Davis, early PLTR and ZETA Investor 57:45 - Sam, early ZETA Investor

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  • Dan Ives: The AI Stock Sell-Off Is WAY Overdone

    October 13, 2026 · 📺 Finance Deep Dive

    Is the AI stock sell-off a warning sign—or a potential opportunity? Dan Ives argues that investors may be overreacting to fears about AI spending, rising interest rates, and competition in the semiconductor market. In this interview, Dan Ives discusses the reported 13-to-1 demand-to-supply imbalance for AI chips, the outlook for Nvidia (NVDA) and Microsoft (MSFT), and why strong earnings from hyperscalers could help restore confidence in AI stocks. He also explains why Meta's AI expansion could intensify competition with OpenAI and Anthropic rather than slow the artificial intelligence boom.…

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  • "The AI Labs Are in TROUBLE"

    October 09, 2026 · 📺 Anthony Pompliano Clips

    Anthony Pompliano tells Dan Ives of Yorkville Ives why he thinks the big private AI labs face more pressure than people realize. He argues that more companies want to own their own intelligence instead of relying on general models, and shares how Silvia went from being one of Anthropic's fastest-growing customers to training its own models for better accuracy, lower cost and faster answers, while still using the big labs for some tasks. Dan pushes back. He says sovereign AI is real, but argues that only about 4% of US companies have gone down the AI path so far, which means most of the adopti…

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  • NVDA, PLTR, MSFT, AAPL, CRWD: Dan Ives' Top 5 Stock Picks into 2027

    October 09, 2026 · 📺 Schwab Network

    The third and fourth derivatives of the AI trade are starting to see returns on investment, says Dan Ives, who believes markets are in the midst of the "golden age" of AI. He adds that every dollar spent on the evolving tech will see five to six times the returns. Dan names Nvidia (NVDA), Microsoft (MSFT), Palantir (PLTR), Apple (AAPL), and CrowdStrike (CRWD) as his top five tech plays for the next year. For Apple in particular, Dan sees the Mag 7 giant getting help from one of its mega cap peers: Alphabet (GOOGL). Palantir is a stock he expects to double over the next two or three years. As f…

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  • What A 5.3% Yield Really Means For Stocks

    October 09, 2026 · 📺 Einstein & Ives

    Dan Ives and I dig into the tug of war between the 10-year climbing toward 5.3%, oil around $100, and tech earnings. 0:00 Why I'm confused about the current market setup 0:38 The 10-year and how tech companies are funding data centers 1:11 The tug of war between rising yields and robust tech growth 2:56 Why the market is shrugging off higher bond yields 4:01 The bubble question and pressure on raising capital 4:32 Second and third derivative names across the AI trade 5:12 Oil near 100, inflation, and the path for interest rates 5:50 Why Fed odds shifted back toward a coin flip 6:41 The case…

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  • Dan Ives: Nvidia's AI Demand Is Exploding

    October 06, 2026 · 📺 Finance Deep Dive

    Nvidia is approaching a potential $6 trillion market cap — and Dan Ives says Wall Street may still be dramatically underestimating the company's growth. In the opening of this discussion, Ives says investor checks are coming in stronger than expected and believes Nvidia's numbers could be underestimated by 20–30% over the next year. He points to accelerating enterprise AI use cases, physical AI, and Nvidia's dominant position in AI chips as key reasons demand continues to expand. According to Ives, demand-to-supply ratios have also climbed sharply, suggesting the appetite for Nvidia's hardwa…

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  • Dan Ives on Nvidia: It's the one chip in the world fueling the AI revolution

    October 05, 2026 · 📺 CNBC Television

    Dan Ives, Yorkville Ives partner and senior managing director, joins 'Closing Bell' to discuss Nvidia stock's record run and where it's headed from here.

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Verified interview transcripts

Notable quotes

“I believe SK is really one of the bedrocks to what I view as the AI revolution and I think investors are way underestimating the scale and scope of what I think SK is going to do just because like look when I look at memory and I look at just demand the supply I just think that is like just a rare rare company that is playing out in the market. Not just rare rare rare company. Well because part of it's also like what”

“I think memory stocks are way depressed relative to what I see because I think they're almost trading like their cyclicality. So I see Micron SK like in terms like you know where those stocks are trading. I think investors are putting like this cyclicality multiple in memory where I just think what's happening is like it's almost anti-cyclical in terms of what's happening and you don't have demand to match supply pro”

“Yeah, I mean, memory, if I look at chips, we've seen demand accelerating 30 40% over the last 60 and 90 days. So, what that's basically showing is that this is all accelerating in terms as it plays out. And that to me continued to be the best barometer for what we're seeing in AI. I think we're going to see that in earnings relative to the hypers scour relative to broader chips. And that's look the rate issue. I get ”

“Yeah, Paul, I mean I literally just got back from Korea yesterday and when I think about what's happening in memory stocks, we've seen just a further acceleration. So 13 to 1 demand the splat. When you think about what's happening in core right now and the worries in terms of the debt and what's happened with the CDS spreads, I view it similar to the SAS apocalypse earlier this year. I'm not saying there's not some i”

“First of all, technology always gets ahead of regulation. Now, there will be guardrails put in, self-regulation, which is essentially what I what I believe is sort of happening right now. But look, you don't want government officials that are still using flip phones and Blackberries dictating innovation in this country. And for the first time in 30 years, the US is ahead of China when it comes to tech. Now, in terms ”

“I think we're still less than 15% through the amount of spending that's going to happen in terms of AI. And I think that's I think investors continue to underestimate the scale and scope of the AI revolution. I think Look, we're going to continue to have sort of white-knuckle moments whether it's macro, geopolitical, circular financing, CapEx, whatever it may be. But I mean, it's just my view like this is so still ea”

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