Uploaded August 2026 | Updated September 2026, 2 weeks ago
Dan Ives, who recently became partner and senior managing director at Yorkville Ives & Co., discusses the state of the AI trade why he labels Microsoft (MSFT) earnings an "inflection point" for tech. Dan pushes back criticisms that Palantir (PLTR) is "priced for perfection," sees Nvidia (NVDA) having the "best viewpoint" on AI demand, and SpaceX (SPCX) as a multi-year growth story. He addresses greater headwinds and tailwinds in the tech trade and AI's "memory supercycle."
======== Schwab Network ========
Empowering every investor and trader, every market day.
Subscribe to the Market Minute newsletter - schwabnetwork.com/subscribe
Download the iOS app - apps.apple.com/us/app/schwab-network/id1460719185
Download the Amazon Fire Tv App - amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7
Watch on Sling - watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch
Watch on Vizio - vizio.com/en/watchfreeplus-explore
Watch on DistroTV - distro.tv/live/schwab-network
Follow us on X – twitter.com/schwabnetwork
Follow us on Facebook – facebook.com/schwabnetwork
Follow us on LinkedIn - linkedin.com/company/schwab-network
About Schwab Network - schwabnetwork.com/about
#nvidia #microsoft #palantir #economy #finance #investing #marketnews #stock #stockmarket #trading #live #schwabnetwork #nvda #msft #pltr #spacex #spcx #ai #artificialintelligence #mag7 #bigtech #chips #software #micron #mu #sandisk #sndk #memory #storage #volatility
Dan Ives, who recently became partner and senior managing director at Yorkville Ives & Co., discusses the state of the AI trade why he labels Microsoft (MSFT) earnings an "inflection point" for tech. Dan pushes back criticisms that Palantir (PLTR) is "priced for perfection," sees Nvidia (NVDA) having the "best viewpoint" on AI demand, and SpaceX (SPCX) as a multi-year growth story. He addresses greater headwinds and tailwinds in the tech trade and AI's "memory supercycle."
======== Schwab Network ========
Empowering every investor and trader, every market day.
Subscribe to the Market Minute newsletter - schwabnetwork.com/subscribe
Download the iOS app - apps.apple.com/us/app/schwab-network/id1460719185
Download the Amazon Fire Tv App - amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7
Watch on Sling - watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch
Watch on Vizio - vizio.com/en/watchfreeplus-explore
Watch on DistroTV - distro.tv/live/schwab-network
Follow us on X – twitter.com/schwabnetwork
Follow us on Facebook – facebook.com/schwabnetwork
Follow us on LinkedIn - linkedin.com/company/schwab-network
About Schwab Network - schwabnetwork.com/about
#nvidia #microsoft #palantir #economy #finance #investing #marketnews #stock #stockmarket #trading #live #schwabnetwork #nvda #msft #pltr #spacex #spcx #ai #artificialintelligence #mag7 #bigtech #chips #software #micron #mu #sandisk #sndk #memory #storage #volatility
