Dan Ives
Dan Ives (Daniel Ives) is a technology equity research analyst who served as managing director and global head of technology research at Wedbush Securities from 2018 to 2026. In July 2026 he formed the merchant bank Yorkville Ives & Co.Yorkville Ives & Co.Yorkville Ives & Co. is a U.S. merchant bank and registered broker-dealer formed in July 2026 by technology analyst Dan Ives and Yorkville Securities. Headquartered in New Jersey, it offers capital raising, co-investment, research, strategic advisory, and institutional trading services.Open the full entry with Yorkville Securities and became its partner and senior managing director.
Contents6 sections
Key facts
2018Joining Wedbush Securities
Ives had spent 16 years as a managing director and senior analyst at FBR Capital Markets. In September 2018, Wedbush Securities announced that he had joined as managing director of equity research in New York, covering software and technology.[1]
September 2025Chairman of Eightco Holdings
On September 8, 2025, Nasdaq-listed Eightco Holdings announced a private placement of about $250 million plus a $20 million strategic investment from BitMine, adopted WorldcoinWorldcoinWorldcoin is a digital identity and cryptocurrency project launched in 2019 by Sam Altman, Alex Blania, and others. It uses an iris-scanning device called the Orb to confirm that a user is a unique human and issue a World ID, and it issues the Worldcoin (WLD) token; in October 2024 it was renamed World Network (World for short). Developed mainly by Tools for Humanity, the project has faced regulatory investigations, suspensions, or penalties over its collection of biometric data in Kenya, Spain, Portugal, Germany, South Korea, Brazil, Indonesia, the Philippines, Colombia, and elsewhere.Open the full entry’s WLD token as its primary treasury reserve asset, and named Ives chairman of the board.[2]
The company later said the $270 million PIPE financing closed on September 9, and in October it launched a “Chairman’s Message” video series, identifying Ives as its chairman.[3]
March 2026Resignation from Eightco’s Board
An 8-K filed by Eightco on March 12, 2026, states that Ives notified the board on March 10 that he was resigning as a director and chairman, effective the same day, that his resignation was not the result of any disagreement with the company, and that the board appointed chief executive Kevin O’Donnell as chairman.[4]
July 2026Departure from Wedbush and Formation of Yorkville Ives
On July 1, 2026, Wedbush announced that Ives, its global head of technology research, had left to establish a new investment banking venture, and said it would continue to manage the IVES and IVEP ETFs.[5]
On July 15, Ives and Yorkville Securities announced that they were creating a new merchant bank, Yorkville Ives & Co.[6]
October 2026View That the AI Spending Cycle Is Less Than 15% Complete
In October 2026, in a video interview at a conference in Las Vegas, Ives said he believed the AI spending cycle was less than 15% complete and that the technology bull market had two to three more years to run.[7]
He also said he expected volatility from macro shocks, geopolitics and circular financing, and put the odds of Tesla and SpaceXSpaceXSpaceX is a company founded by Elon Musk in 2002 whose businesses include space transportation, Starlink satellite communications and artificial intelligence. It went public in 2026 under the ticker SPCX.Open the full entry merging by the end of 2027 at more than 80%.[8]
Sources
- Wedbush Securities Welcomes Equity Research Veteran Daniel Ives as Managing Director, Equity Research Covering the Software and Technology Sector (opens in a new window)
- Eightco Holdings Inc. (OCTO) Announces $250 Million Private Placement with an Additional $20 Million Strategic Investment from BitMine (BMNR) to Initiate World’s First Worldcoin (WLD) Treasury Strategy (opens in a new window)
- Eightco Holdings Inc. ($ORBS) Digital Asset Treasury Launches “Chairman’s Message” Video Series (opens in a new window)
- Eightco Holdings Inc. Form 8-K (opens in a new window)
- Wedbush Announces Departure of Dan Ives to new Venture; Remains Committed to its Global Technology Banking and Research Platform (opens in a new window)
- AI Bull, Tech Analyst Ives Creates Merchant Bank With Yorkville (opens in a new window)
- AI Stocks Are Falling. Dan Ives Says It’s Just Getting Started. (opens in a new window)
- The AI Buildout Is Only 15% Complete—Here Is Where the Next Dollar Actually Goes (opens in a new window)