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The Latest Breaking News from Dan Ives

Blockbuster report of OpenAI’s talks with iPhone designer Jony Ive about an AI hardware device suggests he ‘wants a front-row seat’ for the AI revolution, top analyst says

Although details on the product are scant, “Jony Ive is one of the genius minds of this generation,” says Wedbush Securities’ Dan Ives.

Fortune

Nvidia Forges An Artificial Intelligence Revolution. What Could Get In The Way?

Ask Wall Street analysts about the current market for artificial intelligence and Nvidia stock — and you get a lot of different answers.

Investors Business Daily

UAW Strike Drives Wedge Into Fractured U.S. Auto Industry, Could Tesla Come Out On Top?

Tesla could benefit from the UAW's strike against Ford, General Motors and Stellantis, giving the EV giant a leg up on its closest U.S. competition.

Investors Business Daily

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Apple needs to bring the iPhone buzz back

Apple is expected to unveil several models of the iPhone 15, including two high-end iPhone Pros.

Fortune

‘Potential Nightmare’: Ford, GM Thrust In Difficult Situation That Could Benefit Tesla, Says Analyst

The potential strike by the United Auto Workers (UAW) union, which represents hourly workers at Detroit's big three automakers, could spell good news for Tesla Inc

Zenger

Strike A 'Potential Nightmare' For General Motors, Ford. Union Touts $825 Million War Chest

General Motors, Ford and Stellantis are officially on strike watch as the current contracts with the UAW are set to expire next week.

Investors Business Daily

Tesla Profit Margins Are Tumbling. TSLA Bulls Insist A Recovery Is Coming, And Soon.

Tesla profit margins have tumbled in 2023 due to price cuts. But bulls see a 2024 recovery. Tesla stock has doubled this year on that bet.

Investors Business Daily

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A UAW strike at Detroit’s Big 3 could be a ‘nightmare scenario’ for Ford and GM, top analyst Dan Ives warns

“The timing could not be worse,” the Wedbush Securities analyst wrote about what he considers a “very likely” work stoppage.

Fortune

New CNN CEO Mark Thompson once rescued the New York Times from the end of newspapers. Can he do the same with CNN as cable TV dies?

After a tumultuous past few years, CNN has tapped Thompson's proven ability to turn around news organizations.

Fortune

Tesla Supercharger Network To Become A Multi-Billion Dollar Business: Analyst

The Tesla Supercharger network might account for three to six percent of Tesla's global revenues as per a Wall Street analyst.

InsideEVs

Amazon could soon deliver ESPN sports streaming – for an eye-watering price

Could Amazon – or even Apple – deliver ESPN’s streaming service? You may not care when you hear the rumored price.

TechRadar

Nvidia earnings hailed as historic moment for tech, but some warn A.I. is reaching fever pitch—‘this level of hype is dangerous’

At the chipmaker's current stock price, revenue may need to jump 20% a year for the next two decades just to reward investors.

Fortune

Nvidia’s rising star gets even brighter with another stellar quarter propelled by sales of AI chips

Nvidia’s specialized chips powered the firm to second-quarter revenue of $13.51 billion, or $2.48 per share, more than nine times higher than the company made a year ago.

Chicago Sun-Times

Is Apple the Best Buyer for ESPN?

It's been almost a week since Wedbush analyst Dan Ives suggested Apple buy ESPN. There’s been plenty of talk on the subject. The question is whether Apple is the right buyer for the cable sports network.

Barchart

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Fortune

Apple should buy ESPN from Disney for $50 billion, says analyst who calls a deal a ‘no brainer’

Disney’s CEO is searching for a ‘strategic partner’ for ESPN as he looks to adapt the sports network for the streaming era. Would he entertain an outright sale?

Fortune

It’s only ‘halftime of this new tech bull market'—expect the sector to soar as much as 15% by year end, top analyst Dan Ives says

Wedbush’s Ives sees the running of the bulls “raging into the next 12 to 18 months,” as A.I. is “starting to quickly prove it’s NOT a hype cycle.”

InsideEVs

Tesla Bull Sees Rivian As “One Of The Core EV Players Over The Next Decade

After posting its Q2 results, Rivian bumped its production guidance to 52,000 units for this year, up by 2,000 units from the previous estimate.

Investors Business Daily

Is Rivian Stock A Buy Or A Sell Amid Post-Earnings Decline?

Rivian closed the books on 2024 on Feb. 20.

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Barchart

Palantir Stock: Is this "AI Pure Play" a Buy or Sell After Earnings?

Palantir stock nosedived after earnings, suggesting recent AI enthusiasm is giving way to a potential valuation reset. Should investors risk buying the dip on this so-called "Messi of AI"?

Fortune

What drove the departure of Tesla's CFO Zach Kirkhorn?

Kirkhorn was a key part of Tesla's turnaround over the last five years, says Dan Ives of Wedbush Securities.

Fortune

Over $200 billion of Apple's market cap has been vaporized since Thursday. Here's what's going on

“The gravity of a challenging smartphone market particularly in developed regions that should continue…is a headwind for the stock,” UBS analyst David Vogt said.

Fortune

Why did Tesla CFO Zach Kirkhorn unexpectedly step down? 3 theories

Tesla surprised the Street with news of the departure of its longtime CFO.

Investors Business Daily

Stock Market Sleepy To Start The Week; PLTR Stock Jumps After Analyst Ives Says To Buy

The stock market started the week with a crawl with the major modestly higher. This fintech stock rallies after a smaller Q2 loss.

Fortune

Microsoft's CFO Amy Hood lays out an A.I. investment roadmap

There will be a lot of spending on A.I., but the payoff will take some time.

The Guardian - US

Linda Yaccarino: does Twitter’s CEO have the most difficult job in tech?

She’s tasked with saving the company now called X, but Musk might be loth to hand over the reins of his $44bn vanity app

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