We're In Third Inning of AI Revolution, Ives Says

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 "Bloomberg Surveillance." -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X:   / bloombergtv   Facebook:   / bloombergtelevision   Instagram:   / bloombergtv   Connect with Bloomberg Business on: X:   / business   Facebook:   / bloombergbusiness   Instagram:   / bloombergbusiness   TikTok: https://www.tiktok.com/@bloombergbusi... Reddit:   / bloomberg   LinkedIn:   / bloomberg-news   More from Bloomberg: Bloomberg Radio:   / bloombergradio   Bloomberg Surveillance:   / bsurveillance   Bloomberg Politics:   / bpolitics   Bloomberg Originals:   / bbgoriginals   Watch more on YouTube: Bloomberg Technology:    / @bloombergtechnology   Bloomberg Originals:    / @business   Bloomberg Quicktake:    / @bloombergquicktake   Bloomberg Espanol:    / @bloomberg_espanol   Bloomberg Podcasts:    / @bloombergpodcasts  

Why Chinese EVs Are So Cheap In The UK
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Why Chinese EVs Are So Cheap In The UK

Databricks CEO: We're hosting open source models like Kimi and running out of GPUs
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Databricks CEO: We're hosting open source models like Kimi and running out of GPUs

75% Tech Crash; Gareth Soloway Reveals Shocking Bottom For Stocks, Gold, Bitcoin
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75% Tech Crash; Gareth Soloway Reveals Shocking Bottom For Stocks, Gold, Bitcoin

Jeff Currie Says Situation in Energy Is ‘Dire'
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Jeff Currie Says Situation in Energy Is ‘Dire'

Mira Murati's 975B Open Model, Ramin Hasani on Post-Transformer AI, and Demis' AI FINRA | EP #271
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Mira Murati's 975B Open Model, Ramin Hasani on Post-Transformer AI, and Demis' AI FINRA | EP #271

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

Iran RETALIATES after DEVASTATING US strikes
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Iran RETALIATES after DEVASTATING US strikes

Bank Earnings Just Gave the Market a Much Needed Confidence Boost | The Weekly Wrap
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Bank Earnings Just Gave the Market a Much Needed Confidence Boost | The Weekly Wrap

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Bull v. Bear: MU Demand & Earnings Strong, Outlook Risks Remain

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Why is the US targeting Iran's bridges? | Iran war briefing with Michael Clarke

Zooming out shows this is a buying opportunity in AI ecosystem, says 3Fourteen's Warren Pies
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Zooming out shows this is a buying opportunity in AI ecosystem, says 3Fourteen's Warren Pies

Trump Is Changing the Relationship With China
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Trump Is Changing the Relationship With China

BlackRock CEO Larry Fink: I'm very bullish on the markets over the next 12 months
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BlackRock CEO Larry Fink: I'm very bullish on the markets over the next 12 months

Payne: Drawdown in America in momentum has been 'DEVASTATING'
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Payne: Drawdown in America in momentum has been 'DEVASTATING'

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Nicholson: NBIS Best Positioned Against CRWD & APLD, Data Center Risks Remain

The Bear Case For AI: Ed Zitron
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The Bear Case For AI: Ed Zitron

Chip Stocks Sink Into Bear Market Territory as AI Rally Fizzles | Bloomberg Intelligence
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Chip Stocks Sink Into Bear Market Territory as AI Rally Fizzles | Bloomberg Intelligence

Rebalancing is an important discipline for investors right now: Charles Schwab's Liz Ann Sonders
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Rebalancing is an important discipline for investors right now: Charles Schwab's Liz Ann Sonders

China AI Shock Hits Chip Stocks | Open Interest 7/17/2026
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China AI Shock Hits Chip Stocks | Open Interest 7/17/2026

Warren Buffett: I initiated Berkshire Hathaway's investment in Alphabet
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Warren Buffett: I initiated Berkshire Hathaway's investment in Alphabet