The short answer: Dan Ives is a Partner and Senior Managing Director at Yorkville Ives, the modern merchant bank he formed in July 2026, where he is building out the tech research franchise. He has been a tech analyst on Wall Street for more than 25 years, including eight years at Wedbush Securities, where he was Global Head of Tech Research until July 2026. He has appeared on 5 episodes of The Pomp Podcast in 2026.
A guest profile from The Pomp Podcast, hosted by Anthony Pompliano. Last updated: October 24, 2026.
Key takeaways
Dan Ives is a Partner and Senior Managing Director at Yorkville Ives, the merchant bank he formed in July 2026.
He has been a Wall Street tech analyst for more than 25 years, including eight years at Wedbush as Global Head of Tech Research.
He has appeared on 5 Pomp Podcast episodes in 2026.
Who is Dan Ives?
Dan Ives is a technology equity research analyst and one of Wall Street's most-followed tech analysts. According to his Yorkville Ives bio, he has covered software and the broader technology sector for more than 25 years, and a major focus of his research is the AI Revolution and disruptive technology over the next decade.
He is a Partner and Senior Managing Director at Yorkville Ives. Before that he spent eight years at Wedbush Securities and 16 years at FBR Capital Markets. He holds a BS in Finance from Penn State University and an MBA from the University of Maryland.
What is Dan Ives working on now?
Yorkville Ives. In July 2026 he and Yorkville Securities formed Yorkville Ives, which describes itself as a modern merchant bank combining proprietary equity research, strategic advisory, capital raising and principal investment. It is headquartered in New Jersey and affiliated with Yorkville Advisors Global, LP. His role is to build out its tech research franchise.
Ives Ultra AI Opportunities (NYSE: IVAI). He serves as Chairman of the Board of Managers of Ives Ultra Capital Management LLC, the investment adviser to IVAI, which priced a $200 million IPO. He is not IVAI's portfolio manager.
The IVES AI 30. He and the Yorkville Ives research team update the IVES AI 30 list. In the October 8, 2026 update they added SpaceX and Dell Technologies and removed Oracle and Pegasystems.
Zeta Global. He serves on the advisory board of Zeta Global.
What did Dan Ives do before?
HBO. He spent the first few years of his career as a financial analyst at HBO, then earned his MBA in Finance.
FBR Capital Markets, 16 years. He was an equity research analyst and Managing Director covering enterprise software and hardware, including cybersecurity, cloud computing, big data and mobile.
Wedbush Securities, August 2018 to July 2026. He was a Managing Director, Global Head of Tech Research and Senior Equity Research Analyst. Wedbush announced his departure on July 1, 2026, and said Wedbush Fund Advisers would continue to manage the IVES and IVEP ETFs.
Eightco Holdings. In September 2025 he was named chairman of Eightco, a company buying Worldcoin for its treasury, which then changed its Nasdaq ticker to ORBS. CNBC later described the role as brief.
What is Dan Ives known for?
Calling AI a fourth industrial revolution. When Yorkville Ives launched, he said: "The fourth industrial revolution is here, and it needs a new kind of bank, a modern merchant bank."
"3rd inning of a 9-inning game." Yorkville Ives describes the AI Revolution as being in the 3rd inning of a 9-inning game, with 2026 the inflection point year.
Constant media presence. His bio lists regular appearances on CNBC, Bloomberg, CNN, Fox News, the BBC and many other networks, plus keynote speeches across the US, Europe, Australia, Africa and Asia.
Style. The New York Post named him the "Best Dressed Man on Wall Street" in a 2024 fashion profile.
What does Dan Ives think about AI, Tesla and tech stocks?
These are his opinions as shared on The Pomp Podcast, not forecasts or advice.
The AI boom is early. He says the AI boom is less than 15% of the way through, so roughly 85% is still ahead, and that supply and demand won't reach equilibrium until around 2029. Read: Dan Ives AI Boom Call: 85% Is Still Ahead of Us.
Tesla and SpaceX. He says a merger is "a matter of when not if," puts the odds at 80% to 90%, and thinks a deal would need to value Tesla at roughly $500 to $550 a share. Read: Tesla SpaceX Merger: What Dan Ives Is Watching.
AI debt fears. He agrees rising rates raise the cost of capital, but argues CoreWeave's debt is small relative to its contracted backlog and says he'd "bet against the negative narrative." Read: CoreWeave and Oracle Debt: Are AI Debt Fears Overdone?.
Bottlenecks and geopolitics. Across his 2026 episodes he has discussed bottlenecks in chips, memory and energy, Chinese open-source models, sovereign AI and the US vs. China tech race.
Software and AI capex. In February 2026 he argued the selloff in software was disconnected from fundamentals and that AI capex is driving a fourth industrial revolution.
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Where can I follow Dan Ives?
Dan Ives on The Pomp Podcast
Dan Ives has appeared on 5 episodes of The Pomp Podcast, all in 2026. The February episode was recorded live at Bitcoin Investor Week in New York. Every episode is listed below, newest first.
Watch or listen to the latest episode
85% Of The AI Boom Is Still Ahead Of Us | Dan Ives, released October 22, 2026.
Oct 22: 85% Of The AI Boom Is Still Ahead Of Us | Dan Ives · YouTube · Apple Podcasts · Spotify
Oct 1: The AI Boom Is Bigger Than Anyone Thinks | Dan Ives · YouTube · Apple Podcasts · Spotify
Jul 27: Wall Street's Top AI Bull Reveals the Real Bottleneck (It's Not Chips) | Dan Ives · YouTube · Apple Podcasts · Spotify
May 20: Is AI Taking Money & Attention Away From Bitcoin? | Dan Ives · YouTube · Apple Podcasts · Spotify
Feb 13: Bitcoin Is Closer to a Breakout Than People Think | Dan Ives · YouTube · Apple Podcasts · Spotify
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Frequently asked questions
Who is Dan Ives?
Dan Ives is a Partner and Senior Managing Director at Yorkville Ives and a Wall Street technology analyst with more than 25 years of experience. His research focuses on the AI Revolution.
Does Dan Ives still work at Wedbush?
No. Wedbush announced his departure on July 1, 2026, after eight years. He is now a Partner and Senior Managing Director at Yorkville Ives.
What is Yorkville Ives?
Yorkville Ives is a modern merchant bank formed in July 2026 by Dan Ives and Yorkville Securities. It combines equity research, strategic advisory, capital raising and principal investment.
What is Dan Ives' connection to IVAI?
He is Chairman of the Board of Managers of Ives Ultra Capital Management LLC, the investment adviser to Ives Ultra AI Opportunities (NYSE: IVAI). He is not its portfolio manager.
What does Dan Ives think about the AI boom?
On The Pomp Podcast in October 2026 he said the AI boom is less than 15% of the way through and that supply and demand won't reach equilibrium until around 2029.
How many times has Dan Ives been on The Pomp Podcast?
He has appeared on 5 episodes, all in 2026: Feb 13, May 20, Jul 27, Oct 1, Oct 22.
Sources
Last updated: October 24, 2026
Anthony Pompliano is an entrepreneur, investor, and author who serves as Chairman and CEO of Silvia, Inc (SVIA) and invests through Pomp Investments. He is the host of The Pomp Podcast, where he interviews founders, investors and economists about bitcoin, markets, AI and the economy.
This profile is based on his conversations with Dan Ives on The Pomp Podcast and on the sources listed above.
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This profile reflects the opinions of the guest and host as shared on The Pomp Podcast. It is guest opinion, not investment advice. Do your own research before making any investment decision.
