85% Of The AI Boom Is Still Ahead Of Us | Dan Ives

Dan Ives is a partner at Yorkville Ives and one of Wall Street’s most-followed tech analysts. In this conversation, we break down what he saw on the ground in Korea and why he thinks the AI bears are wrong. We also discuss the potential Tesla and SpaceX merger, CoreWeave and AI debt fears, the midterms, interest rates, and where the stock market goes from here.

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• 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