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Technology stocks plunged the most since 2020 on Thursday as investors exited the sector on concerns over the artificial intelligence trade after Democrats swept the US midterm elections. Dan Ives, Partner and Senior Managing Director, Analyst at Yorkville Ives & Co joins to discuss. Video Transcript 00:00 Dan Ives There was no way to sugarcoat that the blue tidal wave, it's it's a negative for the AI buildout. And we talked about that is that the cap back peak from a growth rate perspective, that probably wasn't going to come going to come till 2028, 2029, now comes in 2027. And that's started to get priced in and I think you've seen that especially on the Neo clouds and on some of the energy players, GE Vernova and others.
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