Ives: We’re in the ‘Third Inning’ of the AI Revolution — Intel’s Comeback

Bullish Gator

Dan Ives says we’re in the ‘third inning’ of AI, hails Intel’s comeback and says the US now leads China in tech, ahead of next week’s tech earnings.

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What stands out

Dan Ives told Bloomberg we are in the "third inning of the AI revolution" and called Intel the comeback kid, a quick line that can move sentiment faster than quarterly numbers. That matters because headlines about AI leadership and a U.S. tech rebound can reprice chip stocks even while underlying results lag. This clip signals a shift in narrative toward optimism for Intel and the sector, forcing investors to decide whether the upbeat story has real earnings traction behind it or is just momentum chasing headlines.