Dan Ives✓

@DivesTech

Partner and Senior Managing Director Yorkville Ives: Tech analyst on Wall Street 25+ years. Chairman of IVAI. Advisory Board of Zeta 🎯🔥🏆🐂🕶️🌎✈️

366 Following342K Followers42.4K Posts
  1. Dan Ives✓@DivesTech
    Dan Ives
    RT @fundstrat: FinX peeps Please tune into @CNBCClosingBell today hosted by @TheJudgeCNBC at 3pm ET - FOMC rate decision day - lots of moving pieces and bearishness I will be on Don’t miss it !!
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  2. Dan Ives✓@DivesTech
    Dan Ives
    RT @CNBC: The Federal Reserve voted Wednesday to keep benchmark interest rates on hold, opting to take a patient approach in its fight against inflation despite mounting evidence that price pressures are proving more nettlesome than policymakers had hoped. In a widely expected decision, the Federal Open Market Committee kept the overnight funds rate in a range between 3.75%-4%, where it has been since the central bank approved a quarter percentage-point increase in September. Full details:
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  3. Dan Ives✓@DivesTech
    Dan Ives
    RT @chadwahl: Just two guys early in Palantir Thanks for stopping by our 3rd Sovereignty event today!
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  4. Dan Ives✓@DivesTech
    Dan Ives
    RT @wallstengine: Amazon CEO Andy Jassy on AWS capacity: “26 is obviously at this point sold out, 27 is largely sold out ... a good chunk of 28 is sold out.” Expects shortages of data centers, power and memory to persist beyond 2027.
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  5. Dan Ives✓@DivesTech
    Dan Ives
    RT @DivesTech: Look forward to discussing a major night for Big Tech stalwarts earnings on @CNBCClosingBell at 3 pm with @TheJudgeCNBC @CNBC 🏆🎯🐂🧱🥊👇📺🔥
    Dan Ives @DivesTech
    Big Tech earnings from hyperscalers this week need to be the validation moment around enterprise spending, strategic AI deals and cloud growth, along with Capex spending levels into 2027. Microsoft, Alphabet, and Amazon should be the bullish litmus tech for tech sector 🐂🎯
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  6. Dan Ives✓@DivesTech
    Dan Ives
    RT @DivesTech: Big Tech earnings from hyperscalers this week need to be the validation moment around enterprise spending, strategic AI deals and cloud growth, along with Capex spending levels into 2027. Microsoft, Alphabet, and Amazon should be the bullish litmus tech for tech sector 🐂🎯
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  7. Dan Ives✓@DivesTech
    Dan Ives
    RT @unusual_whales: We are launching a podcast today! Unusual Bets, where every episode, one guest makes a bold bet on the future and stakes their business, money, or reputation on it. First up: Dan Ives, @DivesTech, who bets we're less than 15% through the AI bull market. What if he's right? Listen anywhere you get your podcasts.
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  8. Dan Ives✓@DivesTech
    Dan Ives
    RT @DivesTech: Great to be on @CNBC’s Access Middle East with @dan_murphy discussing the watershed event of the Anthropic IPO and what it means for the AI Revolution buildout and tech sector looking ahead🏆🔥🍿📺🎯🐂👇
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  9. Dan Ives✓@DivesTech
    Dan Ives
    RT @wallstengine: $NVDA will invest $3 billion in $META's equity offering. Meta plans to increase deployments of NVIDIA Vera Rubin systems and Vera CPUs, along with Spectrum-X networking and BlueField-4, to support its next-generation AI agents. The companies are also exploring collaboration on AI agent security and monitoring. Meanwhile, Meta has increased its common stock offering to $25 billion from $22.5 billion, bringing its current offerings to $37.5 billion, with another potential $60 billion share sale program planned for 2027.
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  10. Dan Ives✓@DivesTech
    Dan Ives
    RT @nvidianewsroom: NVIDIA and @Meta will expand our partnership on @Muse models to improve inference and training performance. Together, we’re exploring NVIDIA OpenShell for safe AI agent deployment and NVIDIA Sentry for monitoring agent behavior. Meta plans broader deployments of NVIDIA Vera Rubin and Vera CPUs. Read the press release:
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  11. Dan Ives✓@DivesTech
    Dan Ives
    RT @MLB: THE BREWERS ARE 1 WIN AWAY FROM THEIR 1ST WORLD SERIES CHAMPIONSHIP 💍
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  12. Dan Ives✓@DivesTech
    Dan Ives
    RT @unusual_whales: We are launching a podcast tomorrow! Unusual Bets, where every episode, one guest makes a bold bet on the future and stakes their business, money, or reputation on it. First up: Dan Ives, @DivesTech, who bets we're less than 15% through the AI bull market. What if he's right? Listen anywhere you get your podcasts.
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