Dan Ives: We are in the third inning of the AI revolution
Corroborated by 3 sources from 3 publishers
TL;DR
Reports differ across sources; according to cnbc.com, watch now Dan Ives: We are in the third inning of the AI revolution Dan Ives, Global Head of Technology Research at Wedbush Securities, says Palantir’s results validate AI demand, with government spending, enterprise adoption and cybersecurity driving a continued bull market in tech.
Sources
1
Bloomberg Technology
https://www.bloomberg.com/news/videos/2026-05-01/ives-sees-apple-golden-age-as-it-monetizes-consumer-ai-video
2
Yahoo Finance News
https://finance.yahoo.com/video/dan-ives-tech-stocks-12-152550155.html
3
Yahoo Finance News
https://finance.yahoo.com/sectors/technology/articles/dan-ives-tech-stocks-12-184054902.html
4
CNBC 100004038
https://www.cnbc.com/video/2026/05/05/dan-ives-we-are-in-the-third-inning-of-the-ai-revolution.html