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The Latest Breaking News from Dan Ives

Nvidia Is 'Going To $5 Trillion' Says Dan Ives, But This Expert Says If 'AI Turns Out To Be Just A Bubble,' NVDA May Collapse

Following a strong second-quarter earnings report, Wedbush analyst Dan Ives projects a monumental rise in the AI chipmaker Nvidia Corp.‘s (NASDAQ:NVDA) market capitalization, while others, like B2PRIME Group’s Alex Tsepaev, warn of a potential collapse if the artificial intelligence boom fails to deliver on its revolutionary promise.

Benzinga

Intel receives $5.7bn as Trump administration buys 10 percent stake

CFO David Zinsner has also downplayed concerns that Intel’s manufacturing arm could fall under outside control.

Al Jazeera

Nvidia Q2 Guidance Shows Demand Outstrips Supply For 'New Oil And Gold Of AI Revolution'

Nvidia Corporation (NASDAQ:NVDA) analysts are highlighting the company's growth in the second quarter and pending opportunity as China regulations become clear.

Benzinga

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Following Nvidia’s Earnings, a Top Analyst Says the AI ‘Boom Is Just Starting’

Nvidia’s earnings beat, analyst upgrades, and AI momentum suggest the stock’s growth story is far from over.

Barchart

Nvidia Stock Falls Over 2% In Thursday Pre-Market, Dan Ives Says Any Decline Is A Clear 'Buying Opportunity'

Shares of Nvidia Corporation (NASDAQ:NVDA) fell 2.01% during the pre-market trading session on Thursday after the company logged no revenue from H20 chip sales in China.

Benzinga

Stock Market Today: Nvidia Drags Down Nasdaq Futures, Dow Trades Higher—Dollar General, Dell, Best Buy In Focus (UPDATED)

Editor’s Note: The future prices of benchmark tracking ETFs, the lede, and the latest economic releases were updated in the story.

Benzinga

Nvidia Stock Slips Over 3% After Q2 Report — Gene Munster Says Street's Underestimating Company, Dan Ives Notes Demand For AI Chips 'Not Slowing Down

On Wednesday, Nvidia Corporation (NASDAQ:NVDA) reported better-than-expected second-quarter results. Still, shares dipped in after-hours trading as Wall Street analysts said investors may be missing the chipmaker's longer-term AI growth story.

Benzinga

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Micron Stock Called 'Best Idea' Amid Business Transformation

Investment bank Baird has named Micron as one of its "Best Stock Ideas" ahead of the memory-chip maker's fiscal fourth-quarter earnings report.

Investors Business Daily

Nvidia sets fresh sales record amid fears of an AI bubble and Trump’s trade wars

Despite surpassing Wall Street expectations for its AI chips, company shares drop 2.3% in after hours trading

The Guardian - US

MongoDB Scores Best Day Ever After Earnings Beat—Here's What Wall Street Thinks

MongoDB Inc. (NASDAQ:MDB) is enjoying its biggest one-day rally since going public in 2017.

Benzinga

Nvidia Q2 Preview: 'Saying This Is The Most Important Stock In The World Is An Understatement' (CORRECTED)

CORRECTION: Nvidia’s stock price in the price action section was incorrect. It has been corrected/updated.

Benzinga

Dan Ives Predicts 'Flex The Muscles' Nvidia Earnings Moment And Gene Munster Bets On Robotics Boom Amid Q3 Guidance Skepticism

Nvidia Corp. (NASDAQ:NVDA) is set to report earnings on Aug. 27, and while some analysts warn its outlook for the next quarter could fall short of lofty expectations, bullish voices like Wedbush's Dan Ives and Deepwater's Gene Munster say the AI powerhouse is only getting started.

Benzinga

OpenAI's ChatGPT Leverages Google Data For Real-Time Answers, Despite Plans To Rival The Search Engine Giant: Report

OpenAI’s ChatGPT, a potential competitor to Google‘s (NASDAQ:GOOG) (NASDAQ:GOOGL) search engine, has been using data from Google Search to answer real-time queries, a recent report reveals.

Benzinga

Elon Musk's $29 Billion Tesla Pay Package Sparks Investor Revolt As Major Shareholder Group Demands NASDAQ Probe

The SOC Investment Group has called for a formal investigation by NASDAQ into Tesla Inc. (NASDAQ:TSLA) regarding a recent $29 billion equity grant to CEO Elon Musk.

Benzinga

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Benzinga

PLTR Stock Has Declined Over 15% In Past 5 Sessions, But This Tech Bull Says Palantir Remains 'Favorite'

Despite a sharp sell-off that has seen Palantir Technologies Inc. (NYSE:PLTR) shares plummet nearly 15% in the last five sessions, Wedbush Securities analyst Dan Ives is urging investors to see the dip as a buying opportunity.

Investors Business Daily

MIT Report On Gen AI Struggles Spooks Investors. Analyst Sees Opening For IBM And These Stocks.

MIT found few enterprise Gen AI projects are yielding strong returns.

Latin Times

Musk Reportedly Stops Push To Create New Political Party To Stay On Good Side Of Prominent Republicans

Elon Musk has reportedly stopped his push to create a new political party to stay on the good side of prominent Republicans, including Vice President JD Vance, who he plans to back in the next presidential election

Benzinga

China Doesn't Need Nvidia? Futurum CEO Calls That 'Next-Level Nonsense' — Dan Ives Reacts With A Fiery Response

On Tuesday, Daniel Newman, CEO of Futurum Group, dismissed the idea that China can move on without Nvidia Corporation (NASDAQ:NVDA).

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Fortune

Sam Altman’s AI paradox: Warning of a bubble while raising trillions

Sam Altman says AI might be in a bubble—then touts trillions for OpenAI’s buildout. Call it the paradox powering Silicon Valley’s biggest spending spree.

Fortune

Wall Street isn’t worried about an AI bubble. Sam Altman is

Wall Street analysts are confident the artificial intelligence boom still has room to run. Even if Sam Altman, the OpenAI chief executive at the center of it all, appears less confident.

Benzinga

Dan Ives Disagrees With Sam Altman For Saying AI Is In A Bubble: 'The Next Two To Three Years Will Be A Tech Bull Market'

While OpenAI CEO Sam Altman is warning of an artificial intelligence (AI) bubble, Wedbush Securities analyst Dan Ives is pushing back, forecasting a sustained tech bull market driven by what he calls the “fourth industrial revolution.”

Barchart

AAPL Stock Warning: If Apple Wants to Survive the AI War, It Must Do These 3 Things

Analysts caution that Apple faces a make-or-break moment in the AI revolution, with bold action needed to avoid falling dangerously behind its Big Tech rivals.

Benzinga

Dan Ives Just Revealed Four Explosive New Picks Into His AI Revolution 30 List — And He Says These Companies Will Define Future Of AI

Prominent Wedbush analyst Dan Ives has updated the holdings of his “AI Revolution 30” list, the basis for his new ETF, by adding four new companies and removing three.

Benzinga

Dan Ives Says Apple's AI Strategy Has Been A 'Disaster' And No One On The Street Believes Innovation Will Come From Within

On Thursday, Wedbush analyst Dan Ives called Tim Cook-led Apple Inc.'s (NASDAQ:AAPL) artificial intelligence strategy a "disaster" as he once again reiterated that the tech giant is lagging far behind competitors like Meta Platforms, Inc. (NASDAQ:META), Microsoft Corporation (NASDAQ:MSFT) and startups like OpenAI.

Benzinga

Semiconductor Stocks Stay In Focus As Massive AI Spending, and China Deal Fuel Growth Hopes

Semiconductor stocks Nvidia (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD), Broadcom (NASDAQ:AVGO), Arm Holdings (NASDAQ:ARM), Marvell Technology (NASDAQ:MRVL), Taiwan Semiconductor Manufacturing (NYSE:TSM), Intel (NASDAQ:INTC), Micron Technology (NASDAQ:MU), Qualcomm (NASDAQ:QCOM), and Super Micro Computer (NASDAQ:SMCI) are trending on Thursday.

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