Dan Ives
Yorkville Ives & Co (per Bloomberg plate Jul 2026; formerly Wedbush)
Photo: editorial use
First call on the ledger
3 still on the clock. Quotes in curly quotation marks are verbatim; everything else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
On the clock
Written down and dated. Not judged until the deadline arrives.
Nasdaq 30,000 within the next six months (reaffirmed on air; AI rally in the “third inning, one out”)
Nasdaq since the call: ▲ +5.1% · 25,170 → 26,456 · as of 2026-08-05
Anthropic's S-1 is “an opening of the floodgates” for the IPO market, with three major conglomerates set to go public later this year.
“The odds of a Tesla-SpaceX combination are now about 80%” (on podcast: “80%, 90% type of chance”), expected to finalize in the first half of 2027
Where they stand
Views on the record but not scoreable bets: no single number and deadline to grade. Shown in their exact words, never scored.
BullThe AI Trade
Bloomberg segment on the tech melt-up driving a $3.5T Nasdaq 100 gain in four days; Microsoft noted up 38% from the end of March.
I believe what Microsoft showed in that quarter, I think that's an inflection point for all of tech, because it shows what's happened to monetization and the hyperscowers. It's not just so important for Microsoft, but I think important for the overall sector. We're going to look back and this is going to be a monumental sort of turning point.
Dan Ives · Yorkville Ives & Co (per Bloomberg plate Jul 2026; formerly Wedbush) · Bloomberg Television ↗BullThe AI Trade
Acknowledges 'white knuckle moments' for Microsoft and tech but insists the AI revolution is early.
But the reality is, this earnings season shows you, you're in the third inning. I can maybe even say bottom of the second, you almost go back to where this is all playing out relative to monetization, especially on the hyperscalers.
Dan Ives · Yorkville Ives & Co (per Bloomberg plate Jul 2026; formerly Wedbush) · Bloomberg Television ↗BullThe AI Trade
Asked why Caterpillar 'just blew out numbers'; Ives ties industrials and energy names (e.g., Bloom Energy/Quanta-type plays, per garbled 'room energy, Quana') to the data-center capex build-out.
So this is, remember for every dollar in cap backs, there's a five to six dollar multiply across the rest of tax.
Dan Ives · Yorkville Ives & Co (per Bloomberg plate Jul 2026; formerly Wedbush) · Bloomberg Television ↗BullApple
surprise eye = iPhone garble; on Apple's quarter as Cook hands off
“This has been a surprise eye for an upgrade cycle, and I think that will continue to play out, especially in China.”
BullApple
puts Cook on the Mount Rushmore of CEOs
“it comes down to Cook, 10 percent politician, 90 percent CEO”
BullAi Cycle
where we are in the cycle; nobody slows capex
“It's third inning in the AI revolution”
Dan Ives · Yorkville Ives & Co (per Bloomberg plate Jul 2026; formerly Wedbush) · Bloomberg Television ↗NeutralAi Financing
equity raises by hyperscalers over the next 6-18 months. referent (equity raises) lives in the host question; keep it attached
“I think it's gonna be a tidal wave”
Dan Ives · Yorkville Ives & Co (per Bloomberg plate Jul 2026; formerly Wedbush) · Bloomberg Television ↗BullThe AI Trade
1955 analogy: pull back and you're in Reno. full line ends 'in 1955'; keep the Reno payoff attached or the analogy is opaque
“you're building out the Vegas Strip”
Dan Ives · Yorkville Ives & Co (per Bloomberg plate Jul 2026; formerly Wedbush) · Bloomberg Television ↗Nasdaq since this was said: ▲ +5.9% · 24,976 → 26,456 · as of 2026-08-05
BullApple
Apple's position either way
“toll collector on the consumer AI highway”
Dan Ives · Yorkville Ives & Co (per Bloomberg plate Jul 2026; formerly Wedbush) · Bloomberg Television ↗BullThe AI Trade
Ives says if he thought AI were in the 'seventh, eighth inning' he wouldn't have launched his firm; he thinks investors still underestimate 'the scale and scope of this broad theme.'
“It speaks to my view, third inning, one out, man on first.”
Nasdaq since this was said: ▲ +3.7% · 25,520 → 26,456 · as of 2026-08-05
BearSpaceX
With SpaceX trading below its IPO price, Ives compares it to Amazon/Facebook post-IPO dead-money periods and lockup/indexing-driven volatility, while maintaining SpaceX is central to the AI 'fourth industrial revolution' long-term.
“it's hard to say fourth industrial revolution without SpaceX, but any company like a SpaceX, the valuation support is not there.”
BullTesla
Framing SpaceX as 'a bet on Musk,' Ives references his prior view that a Musk-consolidation acquisition of Tesla has over an 80% chance.
“like Tesla I've talked about, you know, the chances are over 80%, and we talked about before that they were gonna acquire Tesla.”
Tesla since this was said: ▼ -15.3% · 380.8 → 322.5 · as of 2026-08-05
BullStock Picks
Ives rebuts 'haters' who say Apple is out of the AI game, pointing to the stock's move that day as evidence the AI theme's scale is underestimated.
“I don't have a price target right now, but just look at that stock today, okay?”
BullStock Picks
Asked if Palantir is 'still the Messi of AI,' Ives says Karp is 'playing a different game,' that Palantir's every post-IPO quarter has been strong, and that the software/commercial story is 'still to come.'
“I think Palantir, it's hard to say that the AI revolution happens without a name like Palantir.”
BullSpaceX
Asked why SpaceX gets no analyst bump as it hits post-IPO lows, Ives says long-term investors will treat this as 'speed bumps' @0:32 and that 'Space more and more is going to be a huge part of the AI revolution' @0:41, comparing the setup to Facebook's and Amazon's early public years.
“This is a 26-mile marathon. I think we're only in mile one or two.”
BullThe S&P 500
On chips and mega caps he says 'it comes down to QQ earnings. That's really going to be the flash line in the dark tunnel' @2:16 (whisper garbles 'Q2' and 'flashlight'), calls the hyperscalers 'mostly in the penalty box' @2:33, and 'the demand storage still early' @2:44. 'Capbacks' is a whisper garble of capex.
“15 to one demand the supply. This AI revolution is still third inning, but the hyperscalers, those are the ones, the ones that are funding the AI party, funding the capbacks.”
S&P 500 since this was said: ▲ +2.2% · 7,572 → 7,742 · as of 2026-08-05
BullStock Picks
Reacting to Warren Buffett picking Alphabet as a winner, Ives says 'A year ago, the New York City cab driver was Barish on it' @3:01 (garble of bearish) and frames Alphabet as one of the 'valuation names that you could rationalize in AI' @3:14 for value buyers like Berkshire.
“This is a perfect example. That fits well in, and they are at the epicenter of the build out, and especially when it comes on search.”
AI is third inning, one out; keep owning the chip trade
Dan Ives · Yorkville Ives & Co (per Bloomberg plate Jul 2026; formerly Wedbush) · CNBCMicron is a gut-check moment; chip demand-supply ~12-15:1, no equilibrium ~2 yrs
Dan Ives · Yorkville Ives & Co (per Bloomberg plate Jul 2026; formerly Wedbush) · CNBCBullStock Picks
Microsoft is the most oversold large cap; a $550 stock
Dan Ives · Yorkville Ives & Co (per Bloomberg plate Jul 2026; formerly Wedbush) · CNBCFollow Dan Ives
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Before you trust the call, check the record.
We write down what public figures predict, in their exact words, and check the result when the deadline arrives. Every line links to its source. How we score · Corrections · The scoreboard
© 2026 Pundit Rumble · independent and unaffiliated · updated every market morning · not investment advice.
We write down what public figures predict, in their exact words, and check the result when the deadline arrives. Every line links to its source. How we score · Corrections · The scoreboard
© 2026 Pundit Rumble · independent and unaffiliated · updated every market morning · not investment advice.