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Tech stocks are experiencing significant market pressure, according to Dan Ives. Dan Ives, partner and senior managing director at Yorkville Ives & Co., said he remains bullish on the ongoing AI revolution in the U.S., but noted the buildout will continue at a slower pace.
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Dan Ives previously highlighted earnings from Microsoft, Alphabet, and Amazon as benchmarks for enterprise technology spending and AI deals. In earlier commentary, Ives also pointed to Apple’s AI strategy as adding $75 per share to the company’s valuation. These views focus on how leading tech firms approach AI growth.