Partner and Senior Managing Director Yorkville Ives: Tech analyst on Wall Street 25+ years. Chairman of IVAI. Advisory Board of Zeta 🎯🔥🏆🐂🕶️🌎✈️
NYC/NJ/At An Airport 🌎
Joined January 2019
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Great to be talking all things tech with @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: youtu.be/6HhxPgV1Hu4?si=7f22…
Apple: podcasts.apple.com/us/podcas…
Spotify: open.spotify.com/episode/2Yu…
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 retweeted
Look forward to discussing this tech sell-off and Anthropic on @BloombergTV at 6:30 am with @FerroTV @lisaabramowicz1 @annmarie @business 🏆🐂🥊🎯📺
Dan Ives retweeted
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🎯🐂
Look forward to discussing this tech sell-off and Anthropic on @BloombergTV at 6:30 am with @FerroTV @lisaabramowicz1 @annmarie @business 🏆🐂🥊🎯📺
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 retweeted
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: youtu.be/6HhxPgV1Hu4?si=7f22…
Apple: podcasts.apple.com/us/podcas…
Spotify: open.spotify.com/episode/2Yu…
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 retweeted
SpaceX has just officially confirmed today that the SpaceX board of directors has formed a special committee to evaluate a potential combination between SpaceX and @Tesla.
“No determination by our special committee has been made regarding any potential combination, and any potential combination would be subject to further approval by our special committee, our board of directors and our controlling shareholder. There can be no assurance that any agreement will be reached or that any transaction will be consummated, and the special committee may determine not to proceed with recommending any transaction it does not believe to be in the best interests of our shareholders.”
This is via SpaceX’s new 10-Q filing with the SEC.
Dan Ives retweeted
Great to be talking tech stocks post quarter on @CNBCMorningCall with @MorganLBrennan 🏆🎯👇
Morning Call Panel: @DivesTech of Yorkville Ives & Co., Kevin Rippey of Evercore ISI and Barbara Doran of BD8 Capital Partners join @MorganLBrennan to discuss Big Tech earnings, surging AI spending, the market sell-off and buying opportunities.
$META $SPCX $NVDA $MSFT $GOOGL $TSLA
cnbc.com/video/2026/10/22/mo…
Great to be talking tech stocks post quarter on @CNBCMorningCall with @MorganLBrennan 🏆🎯👇
Morning Call Panel: @DivesTech of Yorkville Ives & Co., Kevin Rippey of Evercore ISI and Barbara Doran of BD8 Capital Partners join @MorganLBrennan to discuss Big Tech earnings, surging AI spending, the market sell-off and buying opportunities.
$META $SPCX $NVDA $MSFT $GOOGL $TSLA
cnbc.com/video/2026/10/22/mo…
Dan Ives retweeted
Great to be on @CNBCMorningCall with @MorganLBrennan discussing strong tech earnings from Meta and Tesla in this jittery backdrop. Great discussion with @barbara_doran1 and Kevin Rippey @CNBC 🏆📺🐂🎯🍿🥊👇
Morning Call Panel: @DivesTech of Yorkville Ives & Co., Kevin Rippey of Evercore ISI and Barbara Doran of BD8 Capital Partners join @MorganLBrennan to discuss Big Tech earnings, surging AI spending, the market sell-off and buying opportunities.
$META $SPCX $NVDA $MSFT $GOOGL $TSLA
cnbc.com/video/2026/10/22/mo…
Dan Ives retweeted
Wrapped up the interview with Jensen Huang on @CNBCMorningCall. Here are my biggest takeaways $NVDA
On Neoclouds:
"The demand for neoclouds is off the charts," Huang said.
He added that "working capital" is missing to fuel the growth
Great to be on @CNBCMorningCall with @MorganLBrennan discussing strong tech earnings from Meta and Tesla in this jittery backdrop. Great discussion with @barbara_doran1 and Kevin Rippey @CNBC 🏆📺🐂🎯🍿🥊👇
Morning Call Panel: @DivesTech of Yorkville Ives & Co., Kevin Rippey of Evercore ISI and Barbara Doran of BD8 Capital Partners join @MorganLBrennan to discuss Big Tech earnings, surging AI spending, the market sell-off and buying opportunities.
$META $SPCX $NVDA $MSFT $GOOGL $TSLA
cnbc.com/video/2026/10/22/mo…
Dan Ives retweeted
Jefferies Aerospace & Defense Analyst Sheila Kahyaoglu joins @MorganLBrennan alongside @DivesTech, Kevin Rippey of Evercore ISI and Barbara Doran of BD8 Capital Partners to discuss airline demand, rising fuel costs, defense stocks and the outlook for $UAL $DAL $LUV $LMT $RTX $BA.
cnbc.com/video/2026/10/22/sh…
Dan Ives retweeted
Morning Call Panel: @DivesTech of Yorkville Ives & Co., Kevin Rippey of Evercore ISI and Barbara Doran of BD8 Capital Partners join @MorganLBrennan to discuss Big Tech earnings, surging AI spending, the market sell-off and buying opportunities.
$META $SPCX $NVDA $MSFT $GOOGL $TSLA
cnbc.com/video/2026/10/22/mo…
Dan Ives retweeted
Nvidia CEO Jensen Huang says neocloud demand is 'off the charts' but capital is scarce cnbc.com/2026/10/22/nvidia-j…
Dan Ives retweeted
Look forward to discussing the pivotal tech earnings reports/guidance of Meta and Tesla and what this means for the broader tech trade on @CNBCMorningCall at 5 am with @MorganLBrennan @CNBC 🎯🐂📺🍿🏆☕️
Look forward to discussing the pivotal tech earnings reports/guidance of Meta and Tesla and what this means for the broader tech trade on @CNBCMorningCall at 5 am with @MorganLBrennan @CNBC 🎯🐂📺🍿🏆☕️