Dan Ives Remains Bullish on AI Infrastructure Stocks Despite Selloff
Dan Ives and colleagues say they are not spooked by the selloff, citing high rates, upcoming midterms and data center permitting challenges as market concerns.
At 12:03, Dan Ives and colleagues at Yorkville Ives say they remain unfazed by the selloff in AI infrastructure stocks. They acknowledge that high rates, the upcoming midterms and data center permitting challenges have the market repricing companies funding multi-year builds against revenue that arr…