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The Latest Breaking News from Dan Ives

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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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.”

Fortune

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.

InsideEVs

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"?

Barchart

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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.

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.

Fortune

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

The Guardian - US

Artificial intelligence boom generates optimism in tech sector as stocks soar

The rush into AI has given the flagging technology industry a share price lift, but some investors still remain cautious

The Guardian - UK

5 reasons why Tesla stock is worth just $26 per share, according to New Constructs' David Trainer

Trainer warned that Tesla would have to earn twice the annual profit of Apple by 2032 to justify its current valuation.

Fortune

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Zenger

Ford Cuts Prices In Anticipation Of Tesla Cybertruck Pricing Announcement

Tesla Cybertruck pricing looms as Ford slashes prices ahead of launch

iMore

iPhone 15 is tipped for a big AI-powered health upgrade according to this analyst

Apple's set to focus on AI for Health app improvements according to one analyst.

Tom’s Guide

iPhone 15 tipped to spearhead Apple’s 'aggressive' use of AI

Apple has been tipped to make an aggressive push into AI, starting with the iPhone 15 and its Health app.

InsideEVs

Rivian Stock Up Almost 90 Percent Over The Past Two Weeks

Wedbush analyst Dan Ives thinks "the worst is in the rearview mirror" when it comes to Rivian's stock, with the firm raising the price target from $25 to $30.

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Kiplinger

Stock Market Today: Stocks Close Lower After June Jobs Report

Friday marked a choppy session for stocks as investors mulled over a mixed June jobs report.

Fortune

Elon Musk’s blowout Tesla delivery haul shows his ‘golden EV success story’ is just beginning to shine, top tech analyst Dan Ives says

“Tesla continues to play chess while other EV players are playing checkers,” the bullish analyst wrote. He said the bears should go “back into hibernation mode.”

Chicago Sun-Times

Tesla sales jump 83% from a year ago as tax credits, broader adoption drive sales

Tesla beat analyst expectations in the second quarter, delivering 466,140 vehicles despite a difficult market, according to its earnings report released Sunday.

Fortune

A.I. hype could signal the start of the ‘fourth industrial revolution’—or it could be investor ‘FOMO’ warping the market with trillions at stake

The A.I. 'hype curve' could be nearing its peak and investors expecting the 'greatest thing since sliced bread' may end up disappointed.

Fortune

Wall Street is underestimating the inevitable ‘tech bull market’ being lined up by the A.I. Gold Rush, Wedbush’s Dan Ives says

Ives predicted that tech stocks could be boosted a further 15% by the end of 2023.

Fortune

Tesla stock has soared over 140% this year—but a bullish analyst just downgraded it, saying investors are 'dismissing' some 'fundamental' near-term challenges

Barclays' senior autos analyst Dan Levy is still a Tesla bull, but he fears margin issues could lead to near-term issues.

TechRadar

iPhone 15 price predictions: how much might each iPhone 15 model cost?

We've looked at leaks and rumors to predict the price of the iPhone 15, iPhone 15 Plus, iPhone 15 Pro, and iPhone 15 Ultra.

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