Dan Ives

speaker

601 appearances 28 recordings 7 series first heard Dec 2024 last heard 24 Jun

Dan Ives’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 26 in all, peaking in Jun 2026 with 12.

newest first · ▶ plays the moment

Party goes to 4 a.m.

Bloomberg News Now · 10% US Tariff Proposal, California Primaries, More · 3 Jun 2026 podcast

It's a tidal wave of IPOs that are coming, but they're all at the heart of the AI revolution.

And I think to some extent, when you look where we are, we continue to believe this AI party started 9 p.m.

to about 11.30 p.m.

Party goes to 4 a.m.

I think they were stunning numbers.

And if you look, especially data center demand, 75% growth.

Look, I think there's a stock that's up 3% to 5% today.

Like I've said, I think tech stocks are going to have another 20% year up.

And this is just early days of what's going to be, I think, a bull cycle that continues to play out.

We're going to be going through a massive innovation renaissance in this country that we haven't seen maybe going back to post-World War II.

You're wrong.

What do you think?

I mean, first, I didn't realize it was Johnny Carson Pomp here.

This is actually... It's kind of fun, right?

It's kind of fun.

I like it.

Yeah.

I mean, I'm not as fashionable as you.

I like, like... Look, um...

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