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The Latest Breaking News from Dan Ives

The Trump tariff pendulum swings back to 'everything's normal' from 'everything's broken' again, with computers and other electronic devices now exempt from even the steep levies on China

Well that's good, at least until it's not again, which will probably happen tomorrow or the day after.

PC Gamer

Trump's sudden tariff exemptions on key tech imports remove a 'doomsday scenario' for the industry, top analyst says

"Without these exemptions the US Tech industry would be taken back a decade and the Al Revolution thesis would have been slowed significantly."

Fortune

$2,150 for an iPhone? Trump tariffs are ‘category 5 price storm’

US is not set up to supply mobile phones and would cost estimated $30bn to move just 10% of chain from China

The Guardian - UK

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Marvell Gets Tariff Lifeline But Expect More Volatility

MRVL stock shot higher after the Trump tariff pause but is giving up gains as investors continue to be concerned that the AI boom is beginning to bust

MarketBeat

Trump wants iPhones to be made in the US. It's unlikely Apple will leave China despite his tariffs

Donald Trump is hoping Apple will return to the US to make its flagship products. Even with tariffs in place, there's little incentive for the tech giant to leave China.

Euronews

Apple airlifted 600 tons of iPhones to the U.S. to try to beat Trump’s tariffs as customers scramble to secure devices before possible price increases

The company produces most of its iPhones in China, which is subject to 145% tariffs.

Fortune

A U.S.-made iPhone could cost almost as much as AirPods made of pure gold

Your next iPhone might come at a sky-high price

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Tesla Faces a ‘Pivotal Moment of Truth.’ Can Elon Musk and Donald Trump Save the Day for TSLA Stock?

Investors are hoping CEO Elon Musk will step up the plate to stop the bleeding in TSLA shares.

Barchart

Apple CEO Tim Cook is facing the most daunting moment of his career, but the former COO might be uniquely suited to navigate a tariff meltdown

The supply-chain whisperer also has a track record of successful negotiations with President Donald Trump.

Fortune

Stock Market Today: Tariff Talks Drive Another Up-and-Down Day

Trade war negotiations are happening, but the "fear gauge" is gyrating, and investors, traders and speculators are still searching for signs of a bottom.

Kiplinger

Apple’s Price Target Slashed by Analyst Dan Ives: Should You Reconsider Your AAPL Position?

Apple shares tumbled after Wedbush’s Dan Ives cut his price target by 23%, warning of tariff risks and softening demand.

Barchart

Tesla’s #1 Bull Cuts Target But Says It’s Still a Buy

Dan Ives slashed his Tesla target by 43% but still sees 35% upside, keeping his bullish call intact despite rising brand pressure and political turmoil.

MarketBeat

Will CrowdStrike's Goodwill Strategy Pay Off in Revenue Gains?

CrowdStrike's revenue growth slowed due to the customer compensation package following its 2024 outage; analysts expect that headwind to become a tailwind

MarketBeat

Should You Buy Tesla Stock Now?

Tesla shares are down more than 50% from their 52-week high. How should you play TSLA here?

Barchart

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Barchart

Dan Ives Just Slashed His Price Target on Tesla Stock By 43%. How Should You Play TSLA Here?

Dan Ives of Wedbush lowered his price target on Tesla stock by an alarming 43% on Monday. Is it a cue to dump TSLA shares in April?

Fortune

Wall Street’s biggest Tesla bull just raised the white flag, blaming Elon Musk for slashing his price target nearly by half

"The demand destruction for Tesla and brand damage is real," wrote Wedbush Securities analyst Dan Ives.

Fortune

Analysts unanimously denounce Trump’s liberation day tariffs: ‘Worse than the worst case’

Analysts at Wedbush Securities and Goldman Sachs as well as top economist Larry Summers predicted much economic pain ahead.

International Business Times UK

Tesla's Long-Term Potential Still Strong, But Musk Must End the Political Firestorm First

Wedbush analysts urged Elon Musk to find a balance between his roles at Tesla and DOGE to avoid damaging the EV brand.

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Barchart

Dear Tesla Stock Fans, DOGE Reprieve Could Finally Be Coming as Soon as May 2025

Elon Musk could reportedly part ways from DOGE by the end of May. Wedbush analyst Dan Ives says it is good news for TSLA stock.

Fortune

'Fake news': Tesla's Elon Musk dashes investor hopes he may finally be leaving politics, insisting he's not going anywhere

Politico reported the Tesla CEO would soon return to the private sector, triggering a rally in shares of the beleaguered carmaker. Not so fast, says Musk.

Fortune

Apple leads decline in tech stocks as market reacts to Trump's tariffs

Trump’s sweeping tariffs have sent tech stocks tumbling.

Fortune

Elon Musk's Tesla surrenders EV sales crown to BYD after worst quarter in nearly three years

Tesla's EV deliveries fell 13% to 336,700 vehicles over Q1 of last year, far fewer than arch-rival BYD, as CEO Elon Musk's crisis deepens.

International Business Times

Tesla First Quarter Sales Sink Amid Anger Over Musk Politics

Tesla reported a 13 percent drop in first quarter auto sales Wednesday amid lower production during factory upgrades and blowback over CEO Elon Musk's work for President Donald Trump's administration.

Euronews

Tesla sales drop 13% in first quarter as Musk backlash hurts demand

Tesla sales declined 13% in the first three months of the year, another sign that Elon Musk’s once high-flying electric car company is struggling to attract buyers.

Kiplinger

Stock Market Today: Stocks Are Mixed Before Liberation Day

Markets are getting into the freewheeling rhythm of a second Trump administration.

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