Dan Ives Says Semiconductor Sell-Off Is ‘Way Overdone’ As AI Spending Fears Rattle NVDA, MU, SKHY, SNDK

Dan Ives Says Semiconductor Sell-Off Is ‘Way Overdone’ As AI Spending Fears Rattle NVDA, MU, SKHY, SNDK — Live Feedhttps://www.live-feeds.com/feed/dan-ives-says-semiconductor-sell-off-is-way-overdone-as-ai-spending-fears-rattle-nvda-mu-skhy-sndkContinuously updated, source-cited coverage. Dan Ives Calls Semiconductor Sell-Off "Way Overdone" Amid AI Spending Fearshttps://www.live-feeds.com/feed/dan-ives-says-semiconductor-sell-off-is-way-overdone-as-ai-spending-fears-rattle-nvda-mu-skhy-sndkhttps://www.live-feeds.com/feed/dan-ives-says-semiconductor-sell-off-is-way-overdone-as-ai-spending-fears-rattle-nvda-mu-skhy-sndk#u136739Mon, 19 Oct 2026 17:50:15 +0000Yorkville partner Dan Ives argues the recent semiconductor stock sell-off is "way overdone" despite market fears regarding AI spending. In a CNBC interview, Ives highlighted that data center deals are accelerating and the demand to supply ratio currently stands at 13:1. While chip stocks have experienced their worst stretch in 16 months due to AI fatigue, Ives views the retreat in Nvidia stock as a potential entry point for investors rather than a warning sign of systemic failure.Why it mattersThe AI trade is facing increased scrutiny as investors question the sustainability of chip