About this episode

Dan Ives discusses the launch of his merchant bank Yorkville Ives and its focus on the AI revolution.

Yorkville Ives to focus on AI revolution . (0:12) Wholesale inflation cools . (1:41) CoreWeave explores hedging memory-chip prices . (2:37) Show Notes Money managers say this is the most crowded trade Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .

People in this episode

Guest: Dan Ives

Topics covered

• AI revolution
• wholesale inflation
• memory-chip prices
• money management
• crowded trade

Mentioned in this episode

Organizations: Yorkville Ives, CoreWeave

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