Wall Street Lunch: Dan Ives Teams Up With Yorkville Securities To Launch Merchant Bank

Tech analyst Dan Ives announced that he has teamed up with Yorkville Securities to form a new kind of merchant bank. Johnson & Johnson (JNJ) beat Q2 estimates and raised guidance, but EPS decline weighed on sentiment despite innovative medicine strength.

Seeking Alpha • Jul 15, 2026

Dan Ives Exits Wedbush: The New AI ETF Power Vacuum

Things are certainly changing over at Wedbush headquarters. On Wednesday, July 1, Wedbush announced that Dan Ives — the firm's Global Head of Technology Research — has left the company to begin a new venture.

ETF Trends • Jul 2, 2026

Dan Ives' Own ETF Is Up 27% YTD. The AI Revolution Trade Is Real.

The pitch behind the Dan Ives Wedbush AI Revolution ETF (NASDAQ:IVES) was simple when it launched.

24/7 Wall Street • Jun 12, 2026

After Months of Watching AI Innovation ETFs Run These 3 Active Funds Stand Out and the Revolution Has Barely Started

Goldman Sachs models $765 billion in annual AI capital spending for 2026, climbing toward $1.6 trillion by 2031.

24/7 Wall Street • Jun 5, 2026

Ross Gerber, Dan Ives Bet On The Same 9 Stocks – Some Might Surprise You

When it comes to the markets, two of the most well-known names for retail investors are Ross Gerber and Dan Ives. Both are well known for their frequent appearances on financial TV and their wide social media followings.

Benzinga • May 4, 2026

IVES: A New Stage In The AI Tech Revolution

The Dan IVES Wedbush AI Revolution ETF continues to outperform, returning 17% since July versus 12% for the S&P 500. I maintain a "Buy" rating on IVES, citing strong technical momentum, diversified AI exposure, and a reasonable 23.2x P/E with 15.7% EPS growth. IVES offers more diversification than expected, with 53% outside U.S. large-cap growth and 16% ex-U.S. stocks, despite a 71% IT sector weight.

Seeking Alpha • Apr 16, 2026

Wedbush Launches Another Dan Ives ETF. Why It's Unusual.

The firm launched the Dan IVES Wedbush AI Power & Infrastructure exchange-traded fund.

Barrons • Apr 8, 2026

Dan Ives' AI ETF Looks Compelling for Growth-Minded Investors

Wedbush Securities' Dan Ives has to be one of the most recognized men on financial television.

24/7 Wall Street • Mar 11, 2026

CRM & NOW Added to IVES ETF, ORCL Upgrade, Bad Monday for MNDY

Salesforce (CRM) and ServiceNow (NOW) are two stocks getting added to the Dan Ives Wedbush AI Revolution ETF (IVES). Diane King Hall notes the news isn't helping either stock, even with Dan pounding the table that both are heavily oversold.

IVES: Too Risky In This Tech-Heavy Market (Rating Downgrade)

The Dan IVES Wedbush AI Revolution ETF is downgraded from Hold due to high fees and concentrated tech exposure.

Seeking Alpha • Feb 3, 2026