Dan Ives On The AI Sell-Off: Gut Check, Not A Warning Sign Rickie Fowler [SE7nwb7e3ND]

Health Updated on August 05, 2026 EDT — Published on August 05, 2026 EDT

Tag: #Rickie Fowler, #capital punishment, #diouf, #vodafone share price

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 watchingincluding enterprise AI demand, Big Tech steve nash 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