Bloomberg Surveillance · Thursday, July 16, 2026
Dan Ives believes the current secular bull market, ongoing since 2009, will not be ended by an AI bubble. He suggests the market's end will likely come from an unexpected source, possibly a commodity supercycle or a new emerging market development.
“Guess what, this bullmarket, this big giant, secular bullmarket that we've been talking about since two thousand and nine, is not going to be is not going to be ended by AI bubble.”
“It's not. It's going to be something else, And I don't know.”
“It's going to be a new emerging market. It's going to be a commodity supercycle, something that we're not expecting.”