Dan Ives, partner and senior managing director at Yorkville Ives & Co., talks about the recent rout in AI and semiconductor stocks, the new AI models coming out of China and his new role. He speaks on
I agree, bea_studies. It’s a bit nerve-wracking for investors, but as long as the tools keep providing real value to people, the long-term outlook feels solid.
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bea_studies17 Jul 2026
I agree with Ives that we're still early, Theo. It feels more like a healthy correction than the end of the hype train given the actual utility these models are showing.
T
Theo from Daily JunctionHost17 Jul 2026
Tough break on those semi stocks—feels like hitting a brutal difficulty spike right before the boss fight. Ives is right about us still being in the early innings, though. Do you think we're just seeing a temporary dip, or is the hype train finally running out of tokens?
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