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The Latest Breaking News from Dan Ives

SpaceX Caught in a ‘Capex Tug of War’ — Dan Ives Says Investors Are ‘Buying Musk, Buying the Vision’

One of Wall Street’s most quoted tech analysts, Dan Ives may no longer be issuing price targets in his new role — but he’s still shaping the narrative. His latest focus: SpaceX’s long‑term vision after its first earnings report as a public company.

Benzinga

Trump’s Illegal Tariffs Delivered 85% of Apple’s Earnings Beat

Apple Inc (NASDAQ:AAPL) beat analyst estimates for both revenue and earnings per share for a 15th straight quarter on Thursday. Investors may be surprised to learn how much of an impact tariff refunds had on the earnings beat.

Benzinga

Steve Eisman Says He'd Be 'Petrified' Running OpenAI or Anthropic as Cheap Chinese Models Threaten Price War

Steve Eisman says he wouldn’t want to run OpenAI or Anthropic right now, and with both labs preparing to go public, the timing stings.

Benzinga

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Benzinga Bulls and Bears: IBM, Super Micro, Tesla

Benzinga examined the prospects for many investors’ favorite stocks over the last week — here’s a look at some of our top stories.

Benzinga

USAR Stock Alert: What to Know as USA Rare Earth Announces Leadership Transition

USA Rare Earth has named a new CEO amid buzz around the company’s mine-to-magnet platform.

Barchart

'I’m an example of what I’ve preached': Dan Ives knows AI has a 'PR problem' but it led to his massive career change after 25 years on Wall Street

"We're going to look back on this period," the co-founder of Yorkville Ives told Fortune, "and realize this is building the Vegas Strip in 1955."

Fortune

Jefferies Says Microsoft Stands Out in Strong Cloud Spending as Azure Gains Market Share. What This Means for MSFT Stock.

Jefferies highlights Microsoft as a clear standout in the strong cloud spending environment.

Barchart

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There’s Another New Reason to Get Bullish on Nvidia Stock

Nvidia launched a full-stack safety platform for robotics as physical AI continues to be a hot topic.

Barchart

How one chip stock reversed the global tech selloff, exposed AI's 'memory tax' and made the case for an entire valuation regime change

Micron had a "drop the mic" quarter, Dan Ives said. Others called it a restructuring of how Wall Street will price the AI trade for years to come.

Fortune

The Best Nasdaq Stocks to Buy for Long-Term Upside

The best Nasdaq stocks to buy include familiar tech-related names, as well as companies with strong long-term upside potential operating in other sectors.

Kiplinger

Dan Ives Predicts a Tesla-SpaceX Megamerger. Here’s What Investors Need to Know.

A merger of Elon Musk's companies would be valued at $3.6 trillion.

Barchart

Could a Tesla-SpaceX Merger Be Closer Than Investors Think?

With SpaceX now public and Dan Ives putting merger odds at 80%, Tesla's biggest catalyst may have nothing to do with robotaxis at all.

MarketBeat

On the day of a historic IPO, SpaceX’s president is already hinting at a Tesla merger: ‘That might make Elon Musk’s life a little easier’

A combined SpaceX-Tesla could be worth more than $3 trillion.

Fortune

Dow Adds 929 Points on New Signs of Peace: Stock Market Today

If nothing else, President Donald Trump knows how to use the tools at his command to generate attention, in markets as well as any public sphere.

Kiplinger

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Fortune

SpaceX's record IPO has Wall Street torn between a Musk 'holy grail' and a $72-per-share leap of faith

Analysts disagree on whether SpaceX is worth what Musk is asking.

Kiplinger

Nasdaq Leads as Chip Stocks Bounce: Stock Market Today

Semiconductor stocks rebounded sharply on Monday, with Intel and Micron leading chipmakers higher.

Euronews

SpaceX sets IPO price, valuing company at $1.75tn ahead of record debut

The company said on Wednesday that it plans to list its shares at $135 each. The offering would value SpaceX at around $1.77tn (€1.56tn), making it one of the world's most valuable listed companies and potentially the largest IPO in history.

Kiplinger

Dow Slides 620 Points as Rally Pauses: Stock Market Today

It was probably just one of those days for the stock market after five straight sessions of new record highs, but Middle East questions must be answered soon.

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news in one place.

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Barchart

Wedbush Just Increased Its Price Target on IBM Stock. The Company Is Quietly Building a New Chapter.

Wedbush recently raised its IBM price target to $350 from $320, citing confidence in IBM’s profitable growth, AI infrastructure positioning, hybrid cloud momentum, and quantum computing strategy.

Barchart

The SentinelOne Stock Correction Is Overdone as the Singularity Platform Drives Steady Growth

SentinelOne stock is selling off after announcing layoffs.

Barchart

These 2 AI Software Stocks Are Through the Roof. Dan Ives Says There’s Still Time to Buy.

There are massive opportunities with Snowflake and Datadog, the Wedbush analyst says.

MarketBeat

Wall Street Is Starting to Talk About Tesla's Endgame

The Tesla-SpaceX merger thesis is more grounded than it sounds, and if it materialises, could be the most consequential corporate merger in history.

Kiplinger

Stocks Grind Higher on Good Fundamentals: Stock Market Today

The stock market is a forward-looking mechanism, and what it sees at the bottom line carries greater weight right now than geopolitical uncertainty.

Barchart

Ignore the Post-Earnings Selloff in Palantir Stock: The AI Revolution Is Just in the ‘Third Inning’

A Wedbush analyst is dismissive of the investor panic over the selloff in PLTR stock. Is now the time to sell or buy more?

Fortune

AI is a ‘euphoric’ bubble and you should buy into it, Wells Fargo analyst urges

"You can't own anything but AI—that's how a bubble forms. We expect limited downside," Ohsung Kwon says.

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