@DivesTech
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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
- Tweets42.3K
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- Followers342K
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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 🎯🐂📺🍿🏆☕️
Dan Ives retweeted
The robust numbers from Meta and SpaceX is the 1-2 punch that speaks volumes around the massive demand/GPU/datacenter Capex for the next year around the AI Revolution. Jitters heading into earnings from CoreWeave bonds were just answered “loud and clear” from tech stalwarts 🐂🎯
Dan Ives retweeted
Tesla FSD continues to drive sales, with attach rates topping 75% of North American deliveries and active subscriptions reaching 1.74 million (up 67% y/y). Optimus production has begun as the AI era now takes shape at Tesla which dovetails into SpaceX merger strategic fit 🎯🐂
Dan Ives retweeted
TESLA CONFIRMS OPTIMUS HUMANOID ROBOT PRODUCTION HAS BEGUN
$TSLA says its first production-quality Optimus robots are now coming off high-volume manufacturing lines at its Fremont, California factory.
Tesla says its manufacturing process is now suitable for a commercial product, although hardware improvements will continue.
Production remains in the early ramp stage, while its Texas facility is still under construction.
Tesla has not disclosed production volumes or a timeline for full-scale manufacturing.
Tesla FSD continues to drive sales, with attach rates topping 75% of North American deliveries and active subscriptions reaching 1.74 million (up 67% y/y). Optimus production has begun as the AI era now takes shape at Tesla which dovetails into SpaceX merger strategic fit 🎯🐂
Dan Ives retweeted
Tesla $TSLA said production on its Optimus Humanoid Robot began in Fremont
Tesla says these are the first production-quality bots it has ever made.
TESLA $TSLA HAS STARTED PRODUCING OPTIMUS ROBOTS ON HIGH-VOLUME LINES
Production began in Fremont, and Tesla says these are the first production-quality bots it has ever made.
It says it has now proven that the current manufacturing process for Optimus is suitable for a commercial product, and it will keep improving both the hardware and the process from here.
A second Optimus factory is already under construction in Texas.
