Dan Ives of Yorkville Ives & Company breaks down why he believes the AI trade is still in the early innings, what’s driving the recent sell-off, and the key signals he’s watching—including enterprise AI demand, Big Tech CapEx, cloud growth, and what could actually change his bullish outlook.
00:00:00 Intro: Dan Ives
00:00:17 New modern merchant bank
00:01:17 Market gut-check on tech
00:02:26 White-knuckle moments
00:03:26 Catalyst for semis rebound
00:04:24 Sustainable CapEx boom
00:05:21 Splitting the Mag-7
00:06:45 Apple’s AI strategy
00:07:39 Selectivity in tech dips
00:09:19 Year-end tech outlook
00:09:44 Application infrastructure next
00:10:40 AI trade overheating signals
00:11:54 Earnings misses to watch
00:13:07 Rapid Fire: This or That
Recorded: July 17, 2026
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Camera: Julian Pinto & Shawn Elias
Producers: Caroline Woods & Rebecca Mezistrano
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