Dan Ives on the AI Sell-Off: Gut Check, Not a Warning Sign

Name: Dan Ives on the AI Sell-Off: Gut Check, Not a Warning Sign
Uploaded: 2026-07-17T00:00:00.000Z
Description: 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—i

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 Subscribe | http://t.st/TheStreetTV Earn. Live. Invest. | https://www.thestreet.com/ TheStreet Pro | https://pro.thestreet.com/ #Investing #Stocks #WallStreet Camera: Julian Pinto & Shawn Elias Producers: Caroline Woods & Rebecca Mezistrano

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