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The Latest Breaking News from Dan Ives

How a second Trump term could further enrich Elon Musk: ‘There will be some quid pro quo’

Experts say new government could blunt regulation and appoint officials sympathetic to Musk’s brood of companies

The Guardian - US

Wall Street is foaming at the mouth with all the possible mergers and acquisitions that may now go through with Trump as president

Goldman Sachs expects a 20% increase in M&A activity next year.

Fortune

How Trump’s ‘new star’ Elon Musk stands to benefit from his presidency

There are already signs of a return on the Tesla chief’s political investment, and there could be more to come

The Guardian - UK

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BYD's Huge October Sales Prove It's Taking Over The World

I'm gonna be honest with you, InsideEVs reader: I'm not anticipating a ton of news in our world this week. I could be wrong, of course—this happens on occasion—but it shouldn't come as a surprise that everyone's collective attention is largely elsewhere. And the U.S. presidential election may have profound…

InsideEVs

Microsoft sails as AI boom fuels double-digit growth in cloud business

Revenue from Azure cloud business increased by 22% as company focuses attention on artificial intelligence

The Guardian - US

Zoom CEO Eric Yuan says company’s future isn’t video, it’s AI for work

In an exclusive interview with Fortune, Eric Yuan said Zoom is “way more than just meeting conferencing.”

Fortune

Corporate adoption is turbocharging the AI market, says top tech analyst

OpenAI and Nvidia are at the forefront of the AI revolution, according to Dan Ives.

Fortune

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AI Bubble Or 'Revolution'? OpenAI's Big Payday Fuels Debate

Fear of missing out has rocketed the value of artificial intelligence companies, despite few signs as to when the technology will turn a profit, raising talk of AI overenthusiasm.

International Business Times

Twitter Has Lost 80% Of Its Value Since Elon Musk Renamed It X: Report

The world's richest man paid $44 billion for the platform just two years ago.

International Business Times

Twitter Has Lost 80% of Its Value Since Elon Musk Renamed It X: Report

The world's richest man paid $44 billion for the platform just two years ago.

Latin Times

1 Analyst Says This AI Stock Will Overshadow Nvidia

The new product launch bodes well for the future of this AI stock.

Barchart

Apple Stock Q4 Forecast: Can the iPhone 16 Take AAPL to Record Highs?

Markets have been quite cold to Apple stock since the iPhone 16 launch. Can AAPL stock hit record highs in Q4 after the debut of the new model?

Barchart

Apple Unveils New IPhone Built For AI

Apple on Monday announced a new iPhone built for generative artificial intelligence as it seeks to boost sales and show it is keeping up in the technology race.

International Business Times

Top tech bull compares Nvidia to LeBron James in high school with AI boom accelerating

"They came, they delivered," Wedbush's Dan Ives said after Nvidia reported earnings. "And I think for tech, this is going to put fuel in that rally."

Fortune

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news in one place.

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Fortune

Nvidia stock is sinking. Wall Street analysts say it's still a 'Buy'

Despite concerns about margins and guidance, Wall Street is mostly convinced the 'AI revolution' is just getting started, and Nvidia remains a buy.

The Guardian - US

Nvidia rides big tech’s AI investment to beat Wall Street’s sky-high expectations

Chipmaker, third most valuable company in world, records $30.04bn in revenue, showing AI demand continues to rise

Barchart

Is Apple Stock a Must-Buy Before September?

As Apple gears up for the launch of its latest iPhone model next month, is it an opportune time to snap up the shares of this tech powerhouse?

Barchart

Should Nvidia Investors Be Worried About Supply Chain Issues Ahead of Earnings?

Nvidia is set to announce its Q2 2024 earnings, and investors are watching closely to see if the AI chip leader can maintain its edge amid supply chain issues and competition. With its strong financial performance and positive analyst sentiment, Nvidia appears well-positioned for continued growth.

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news in one place.

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Fortune

Nvidia’s results will be ‘the most important tech earnings in years,’ predicts tech bull Ives

On Wednesday, investors will find out whether bulls like Dan Ives or bears like Elliott Management are right about AI demand when the chipmaker updates the market.

Barchart

Is Palantir Stock a Buy on Its Microsoft Partnership?

Palantir Technologies stock surged 6% after announcing a crucial partnership with Microsoft to boost AI and analytics services for U.S. government agencies, sparking a fresh wave of investor interest and optimism about the company's growth potential.

Barchart

How High Can Palantir Stock Rise After Earnings?

With Palantir already soaring double-digits after a standout Q2 report, how high can this stock fly?

InsideEVs

Affordable EVs May Not Be Profitable: 'Just Not Realistic'

Analysts think economic headwinds are too harsh for future affordable EVs to drive any profits.

Fortune

Google’s unlawful grip on search could shatter its market dominance

The best-case scenario for Google is that it wins its appeal; the unlikely worst-case scenario is that competitors launch their own search engines.

Fortune

Generative AI is getting kicked off its pedestal. It’s about time

Generative AI is getting a much-needed reality check. Now the real work can begin.

International Business Times UK

These Two Market Indicators Are Flashing Warning Signals For US Stocks

The Cboe Volatility Index jumped to a three-month high of 18.46 while Warren Buffett's time-tested stock market valuation indicator reached record levels of 200%.

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