Partner and Senior Managing Director Yorkville Ives: Tech analyst on Wall Street 25+ years. Chairman of IVAI. Advisory Board of Zeta 🎯🔥🏆🐂🕶️🌎✈️
NYC/NJ/At An Airport 🌎
Joined January 2019
- Tweets42.3K
- Following366
- Followers342K
- Likes62.9K
Dan Ives retweeted
Great to be talking tech stocks post quarter on @CNBCMorningCall with @MorganLBrennan 🏆🎯👇
Morning Call Panel: @DivesTech of Yorkville Ives & Co., Kevin Rippey of Evercore ISI and Barbara Doran of BD8 Capital Partners join @MorganLBrennan to discuss Big Tech earnings, surging AI spending, the market sell-off and buying opportunities.
$META $SPCX $NVDA $MSFT $GOOGL $TSLA
cnbc.com/video/2026/10/22/mo…
Great to be talking tech stocks post quarter on @CNBCMorningCall with @MorganLBrennan 🏆🎯👇
Morning Call Panel: @DivesTech of Yorkville Ives & Co., Kevin Rippey of Evercore ISI and Barbara Doran of BD8 Capital Partners join @MorganLBrennan to discuss Big Tech earnings, surging AI spending, the market sell-off and buying opportunities.
$META $SPCX $NVDA $MSFT $GOOGL $TSLA
cnbc.com/video/2026/10/22/mo…
Dan Ives retweeted
Great to be on @CNBCMorningCall with @MorganLBrennan discussing strong tech earnings from Meta and Tesla in this jittery backdrop. Great discussion with @barbara_doran1 and Kevin Rippey @CNBC 🏆📺🐂🎯🍿🥊👇
Morning Call Panel: @DivesTech of Yorkville Ives & Co., Kevin Rippey of Evercore ISI and Barbara Doran of BD8 Capital Partners join @MorganLBrennan to discuss Big Tech earnings, surging AI spending, the market sell-off and buying opportunities.
$META $SPCX $NVDA $MSFT $GOOGL $TSLA
cnbc.com/video/2026/10/22/mo…
Dan Ives retweeted
Wrapped up the interview with Jensen Huang on @CNBCMorningCall. Here are my biggest takeaways $NVDA
On Neoclouds:
"The demand for neoclouds is off the charts," Huang said.
He added that "working capital" is missing to fuel the growth
Great to be on @CNBCMorningCall with @MorganLBrennan discussing strong tech earnings from Meta and Tesla in this jittery backdrop. Great discussion with @barbara_doran1 and Kevin Rippey @CNBC 🏆📺🐂🎯🍿🥊👇
Morning Call Panel: @DivesTech of Yorkville Ives & Co., Kevin Rippey of Evercore ISI and Barbara Doran of BD8 Capital Partners join @MorganLBrennan to discuss Big Tech earnings, surging AI spending, the market sell-off and buying opportunities.
$META $SPCX $NVDA $MSFT $GOOGL $TSLA
cnbc.com/video/2026/10/22/mo…
Dan Ives retweeted
Jefferies Aerospace & Defense Analyst Sheila Kahyaoglu joins @MorganLBrennan alongside @DivesTech, Kevin Rippey of Evercore ISI and Barbara Doran of BD8 Capital Partners to discuss airline demand, rising fuel costs, defense stocks and the outlook for $UAL $DAL $LUV $LMT $RTX $BA.
cnbc.com/video/2026/10/22/sh…
Dan Ives retweeted
Morning Call Panel: @DivesTech of Yorkville Ives & Co., Kevin Rippey of Evercore ISI and Barbara Doran of BD8 Capital Partners join @MorganLBrennan to discuss Big Tech earnings, surging AI spending, the market sell-off and buying opportunities.
$META $SPCX $NVDA $MSFT $GOOGL $TSLA
cnbc.com/video/2026/10/22/mo…
Dan Ives retweeted
Nvidia CEO Jensen Huang says neocloud demand is 'off the charts' but capital is scarce cnbc.com/2026/10/22/nvidia-j…
Dan Ives retweeted
Look forward to discussing the pivotal tech earnings reports/guidance of Meta and Tesla and what this means for the broader tech trade on @CNBCMorningCall at 5 am with @MorganLBrennan @CNBC 🎯🐂📺🍿🏆☕️
Look forward to discussing the pivotal tech earnings reports/guidance of Meta and Tesla and what this means for the broader tech trade on @CNBCMorningCall at 5 am with @MorganLBrennan @CNBC 🎯🐂📺🍿🏆☕️
Dan Ives retweeted
The robust numbers from Meta and SpaceX is the 1-2 punch that speaks volumes around the massive demand/GPU/datacenter Capex for the next year around the AI Revolution. Jitters heading into earnings from CoreWeave bonds were just answered “loud and clear” from tech stalwarts 🐂🎯
Dan Ives retweeted
Tesla FSD continues to drive sales, with attach rates topping 75% of North American deliveries and active subscriptions reaching 1.74 million (up 67% y/y). Optimus production has begun as the AI era now takes shape at Tesla which dovetails into SpaceX merger strategic fit 🎯🐂
Dan Ives retweeted
TESLA CONFIRMS OPTIMUS HUMANOID ROBOT PRODUCTION HAS BEGUN
$TSLA says its first production-quality Optimus robots are now coming off high-volume manufacturing lines at its Fremont, California factory.
Tesla says its manufacturing process is now suitable for a commercial product, although hardware improvements will continue.
Production remains in the early ramp stage, while its Texas facility is still under construction.
Tesla has not disclosed production volumes or a timeline for full-scale manufacturing.
Tesla FSD continues to drive sales, with attach rates topping 75% of North American deliveries and active subscriptions reaching 1.74 million (up 67% y/y). Optimus production has begun as the AI era now takes shape at Tesla which dovetails into SpaceX merger strategic fit 🎯🐂
Dan Ives retweeted
Tesla $TSLA said production on its Optimus Humanoid Robot began in Fremont
Tesla says these are the first production-quality bots it has ever made.
TESLA $TSLA HAS STARTED PRODUCING OPTIMUS ROBOTS ON HIGH-VOLUME LINES
Production began in Fremont, and Tesla says these are the first production-quality bots it has ever made.
It says it has now proven that the current manufacturing process for Optimus is suitable for a commercial product, and it will keep improving both the hardware and the process from here.
A second Optimus factory is already under construction in Texas.
The robust numbers from Meta and SpaceX is the 1-2 punch that speaks volumes around the massive demand/GPU/datacenter Capex for the next year around the AI Revolution. Jitters heading into earnings from CoreWeave bonds were just answered “loud and clear” from tech stalwarts 🐂🎯
Dan Ives retweeted
Meta is now ready to monetize its massive installed base with Muse @CNBCClosingBell 📺🎯👇🐂🍿
Great to be on @CNBCClosingBell with @TheJudgeCNBC discussing a big night ahead for tech earnings with Meta and Tesla on deck. Great tech discussion with @Stephanie_Link @BrynTalkington 🏆🐂🎯🍿🚀👇📺
cnbc.com/video/2026/10/21/me…
Meta is now ready to monetize its massive installed base with Muse @CNBCClosingBell 📺🎯👇🐂🍿
Great to be on @CNBCClosingBell with @TheJudgeCNBC discussing a big night ahead for tech earnings with Meta and Tesla on deck. Great tech discussion with @Stephanie_Link @BrynTalkington 🏆🐂🎯🍿🚀👇📺
cnbc.com/video/2026/10/21/me…
Dan Ives retweeted
Great to be on @CNBCClosingBell with @TheJudgeCNBC discussing a big night ahead for tech earnings with Meta and Tesla on deck. Great tech discussion with @Stephanie_Link @BrynTalkington 🏆🐂🎯🍿🚀👇📺
cnbc.com/video/2026/10/21/me…