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The Latest Breaking News from Dan Ives

High-Flying Defense Stocks Tumble: Market Jitters or DoD Cuts?

The DoD's plan to cut its budget by $50 billion annually over five years triggered sharp declines in high-flying defense and tech stocks like Palantir and Axon.

MarketBeat

Nvidia says America's trade war with China is hurting revenue, warning Trump's tariffs have added a big 'unknown' to its future outlook

CEO Jensen Huang said Nvidia sales in China are half of what they were before export controls.

Fortune

Nvidia will face off with investors demanding perfection as the ‘spigot of investment dollars’ gushes into AI

Investors want updates on DeepSeek and margins for Blackwell, in what is otherwise expected to be another excellent quarter.

Fortune

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Palantir Stock Skids—How Much Further Can It Fall?

PLTR stock is down more than 17%; investors wonder if the stock is setting up for a knock-out blow or if it can get up off the map and surge higher

MarketBeat

Wedbush: This Little-Known AI Stock Could Be the Next Palantir

Veteran tech analyst Dan Ives of Wedbush this stock can potentially mimic Palantir's rise.

Barchart

Palantir Stock Surges After Blockbuster Earnings: What's Next?

PLTR stock surged over 22% in after-hours trading after a blockbuster earnings report, but at over $100 there will be questions about where the stock goes next

MarketBeat

GM’s 100-year-old China business can’t keep up with the country's EV boom

The automaker estimates its struggling China business will cost $5 billion, but it isn't giving up on the country yet.

Fortune

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DeepSeek selloff: Should you buy the dip in Nvidia, tech?

The success of a mysterious Chinese lab has investors questioning the AI spending boom that has swept through Silicon Valley.

Fortune

How Mixed Analyst Opinions Are Shaping Apple Stock’s Outlook

AAPL stock is down 10% in 2025 as analysts are forecasting slowing iPhone sales in China, but investors shouldn't ignore Services revenue

MarketBeat

Apple is facing a ‘fork in the road year’ on AI, but has one clear advantage, analysts say

Wedbush Securities analysts predicted about 20% of the world’s population will access AI through an Apple device over the coming years.

Fortune

What is the Stargate AI project?

Donald Trump has announced the "Stargate Project." Backed by major tech companies, the project aims to boost AI infrastructure in the U.S.

Fortune

The AI trend that could send software stocks soaring in 2025

Palantir and Salesforce have seen their shares soar amid enthusiastic demand for powerful digital assistants and AI platforms.

Fortune

TikTok is on the up in a high-stakes game of poker, Wedbush's Dan Ives says

TikTok is on the up in a high-stakes game of poker, Wedbush's Dan Ives says.

Fortune

Stock Market Today: Stocks Pause After a Big Rally

The Nasdaq continues to lag the S&P 500 and the Dow so far in 2025.

Kiplinger

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The Independent UK

How much is TikTok worth and who could buy it?

The supremely popular TikTok could be banned on Jan. 19 under a federal law that forces the video sharing platform to divest itself from its China-based parent company, ByteDance, or shut down its U.S. operations

Barchart

This Analyst Says Apple Is Failing at AI. Is It Time to Sell AAPL Stock?

Apple’s pullback could offer an attractive entry point as iPhone sales and services remain resilient.

MarketBeat

Breaking Down Pegasystems, A Wedbush Top AI Pick for 2025

Pegasystems made Wedbush's list of top 10 AI picks for 2025. See how this company is using AI to streamline and transform business.

Fortune

Why Nvidia is betting on agentic AI use for enterprises

The tech giant is preparing for its next phase of growth.

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news in one place.

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Fortune

Apple's new chief financial officer will use the same 'CFO playbook' say top analysts—and that's good news for investors

Kevan Parekh, who first joined the company in 2013, begins his tenure as finance chief.

International Business Times UK

Tesla Stock Drops 6% on Annual Sales Decline Despite Record Q4 Deliveries as BYD Closes in Fast

Tesla's drop in annual sales marks the first year-over-year decline. However, analysts think the launch of Tesla's lower-priced EV this year, the growing uptake of its full self-driving software, and the robotaxi testing could take the company's market cap beyond £1.61 trillion.

Fortune

Tesla enters new year with laundry list of promises to fulfill after shocking market with first annual sales decline

Elon Musk’s carmaker enjoyed an epic bull run since Trump’s election. Now he needs to prove he can in fact deliver on his 2025 milestone targets.

Barchart

Statistical Trends and Technical Analysis Incentivize a Bearish Approach Against Tesla (TSLA)

Although TSLA stock represented one of the top-performing tech majors in 2024, an overbought condition could see a temporary correction.

Barchart

Can Palantir Stock Become ‘The Next Oracle’?

This analyst believes Palantir is on track to become the next Oracle while dubbing it the "Messi of AI."

Barchart

Apple Stock Price Prediction 2025: Can AAPL Defy Naysayers to Become a $5 Trillion Giant?

Apple is on the verge of becoming a $4 trillion company and Dan Ives of Wedbush believes it could rise further to $5 trillion over the next 12-18 months.

Barchart

3 AI Stocks That Could Each Be Worth $4 Trillion in 2025

AI giants Apple, Microsoft, and Nvidia leverage groundbreaking technologies and strong financial growth, positioning themselves as top contenders for $4 trillion market caps by 2025.

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