Dan Ives, Wedbush Securities Global Head of Technology Research, describes the bull run in AI equities as a "party" that is set to continue until late in the night - projecting confidence in a long-term run of high equity prices. He speaks after Alphabet stocks slid following the announcement of a billion-dollar equity round to pay for AI infrastructure. (Source: Bloomberg)
Source: https://www.bloomberg.com/news/videos/2026-06-03/ai-party-to-continue-until-4am-dan-ives-video