Dan Ives

Great to be at the @MilkenInstitute Conference in Los Angeles this week discussing the AI Revolution and tech stocks with many global leaders in finance and the tech world 🏆🔥🎯🍿🐂🌎☀️

@elieania @MilkenInstitute 🔥

@DivesTech @MilkenInstitute Best-dressed analyst! 🤩🔥🙌🏼

@benitoz @MilkenInstitute 🍿🔥

@DivesTech @MilkenInstitute Jensen at 5 Drinks at 6

Memory shortage stocks have to go to a higher place. It's very difficult to imagine it, but stocks do gallop to where they should be... WDC SNDK, STX, will be overheated until they get to where they have to go

@AnnBerry_NYC @dsteinberg10000 @ZetaGlobal 🕺

@dsteinberg10000 @DivesTech @ZetaGlobal Brilliant pairing!

Very excited to sit down with @DivesTech tomorrow. To discuss our earnings, the reason where the disruptor in the AI marketing world, and all things AI. Tune in live on @ZetaGlobal’s X account at 7:30 PM EST. $zeta LG 🚀🚀🚀

The moment through my lens:

@CNBCTheExchange @MichaelKantro @KellyCNBC 🏆

It's not just big tech's rally. Piper Sandler's Michael Kantrowitz (@MichaelKantro) on the opportunities outside of the Mag 7. cc:@KellyCNBC cnb.cx/4t4I47T

@JayWoods3 🔥🕺🐎

Hey @DivesTech - do you have a special Kentucky Derby outfit? 🔥🐎🏆

This is awesome…Cherie Devaux cheering the horse down the stretch 🎥 @ABRLive

History has been made.

From dead last on the final turn to winning the Kentucky Derby. It’s never over til it’s over. One of the profound lessons in life.

Golden Tempo wins the Kentucky Derby.

Almost post time, who’s your Derby winner?

New Dolphins QB Malik Willis threw out the first pitch Friday night:

🦁 CLINCHED 🦁 @PennStateMLAX has clinched a spot in the 2026 NCAA DI Men’s Lacrosse Tournament after defeating Johns Hopkins, 16-8, in the @B1GLacrosse Championship. #NCAAMLAX

BERKSHIRE HATHAWAY CASH PILE HITS A NEW RECORD HIGH Berkshire just reported earnings without Warren Buffett for the first time Berkshire Hathaway ended Q1 with $397.4B in cash and cash equivalents A NEW RECORD HIGH up from $373.3B as of the end of 2025

Packers rookie edge Dani Dennis-Sutton didn’t start his media session until hearing the name of every reporter there

@7SkiesTech @RyanDetrick 🍿🧑‍🎨

@RyanDetrick @DivesTech Credit to @DivesTech for never ever backing down on this being maybe the 2nd inning of the AI buildout. Even after a good run in AI-related stocks recently, I get the sense that many people still don't believe they can run much more before we have a bubble.

Where is @DivesTech? He never wavered on this and he took a lot of heat for some of the early year weakness in tech. Now look at it. We are OW tech and it didn't feel good five weeks ago, but we were also in the camp that the AI wave was far from over. Ride the 🌊🌊