Dan Ives

Money Moves

Active market analyst

Technology stocks steadied on Friday, a day after the Nasdaq 100's 6.4% plunge. The Nasdaq Composite rose 1.09% to 24,579.42, the S&P 500 added 0.31% and the Dow Jones Industrial Average slipped 0.46%.

Updated 3 days ago

Money Moves

As of September 2026: Not the portfolio manager; serves as chairman of the adviser's board

Dan Ives, the tech analyst known for bullish AI calls, priced a new closed-end fund at $10 per share on September 30, raising $200 million to invest in private AI companies. The fund, Ives Ultra AI Opportunities Inc. (NYSE: IVAI), began trading the same day. It is the first publicly listed fund dedicated to giving retail investors access to late-stage private AI firms, a segment typically reserved for accredited investors.

Updated Sep 30

New Capabilities

As of May 2026: Publicly arguing the software sell-off is overdone

An estimated 220 billion lines of COBOL code still run in production every day, processing 95% of ATM transactions and roughly $3 trillion in daily commerce. For decades, understanding and modernizing that code has required large teams of specialized consultants working for months or years. On February 23, Anthropic published a playbook showing how Claude Code can automate these labor-intensive tasks—mapping dependencies, documenting workflows, identifying risks across thousands of files.

Updated May 29

New Capabilities

As of May 2026: Bullish on Nvidia post-Groq deal

On Christmas Eve 2025, Nvidia paid $20 billion for Groq's assets—nearly triple the AI chip startup's $6.9 billion valuation from three months earlier. The deal brings Groq's founder Jonathan Ross, who created Google's original Tensor Processing Unit, and his breakthrough inference technology into Nvidia's fold. It's Nvidia's largest acquisition ever, nearly three times bigger than its $7 billion Mellanox purchase.

Updated May 16