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The Latest Breaking News from Dan Ives

Top tech analyst Dan Ives says the A.I. 'gold rush' is just like the dotcom boom—but it's a '1995 moment ... not 1999'

Contrary to tech skeptics, Ives doesn’t think the economy is heading for a bubble or a collapse.

Fortune

The iPhone 15 will reportedly cost more than the iPhone 14 – here’s why

Apple will reportedly hike the price of the iPhone 15 line, owing to increased production costs.

TechRadar

Tesla set for ‘AWS moment’ as Elon Musk urges rivals to access its charging stations, technology: Dan Ives

Tesla has “built the castle” and is "waiting for others to call," the Wedbush analyst says.

Fortune

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New Apple leak makes iPhone 15 price hike seem almost certain

A leading industry analyst says the average selling price for Apple's next-generation iPhones will increase.

Tom’s Guide

iPhone 15 could be a big seller because of this key reason

One analyst is claiming that the iPhone 15 could convince millions of users with old iPhones that it's time for an upgrade

Tom’s Guide

Here’s why the iPhone 15 could be Apple’s best-selling iPhone in years

Apple's iPhone 15 line could prove a “trophy case moment” for the company, analysts predict.

TechRadar

Apple bulls are bracing for a Tim Cook 'flex' moment

Apple's forthcoming mixed reality headset is expected to have a high price tag, but the company may have some other tricks up its sleeve to boost sales.

Fortune

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Microsoft's A.I. ambitions could increase its market cap by $300 billion

The strong gains by Microsoft's shares this year could increase as the company starts making more money from A.I. in its cloud products.

Fortune

Elon Musk "Rejuvenated" At Tesla, According To Analyst

Tesla CEO Elon Musk has been a polarizing character in the public eye, but it’s tough to deny all he has done to bring the automaker where it is today.

InsideEVs

Top analyst argues A.I. has spawned a 'Game of Thrones'–style battle for what is a $800 billion opportunity over the next decade

Wedbush's Dan Ives believes A.I. is the "most transformation theme" he has seen in 22 years of covering tech stocks.

Fortune

Dan Ives says China is losing the A.I. race as Wedbush sees ‘discernibly more clients in Asia’ rotating toward Silicon Valley

Investors in Asia seem to be betting bigger on American A.I. than China's.

Fortune

Top analyst says 'the lion's share of tech layoffs are now in the rearview mirror' on the heels of Apple CEO Tim Cook's declaration

"Apple and Cook are in a position to gain market share and hire talent," Wedbush Securities analyst Dan Ives says.

Fortune

Cathie Wood thinks a robotaxi boom will boost Tesla stock to $2,000 within 5 years

The ARK Invest CEO said Tesla’s prospective robotaxi business is “one of the most important investment opportunities of our lifetimes.”

Fortune

Will Tesla Cut Prices Again This Year? Analyst Says It Might Happen

Wedbush analyst and long-time Tesla bull Dan Ives says the EV maker has much higher margins than the industry even after the price cuts earlier this year.

InsideEVs

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The Independent UK

Things to know about TikTok CEO Shou Zi Chew

TikTok's CEO was relatively unknown to the U.S. public before Thursday, when he testified before a congressional committee concerned about data protections on the popular video-sharing app

ABC News

The SVB collapse 'contagion effect' will make it harder for startups, and more banks may fall

The SVB collapse didn't just leave the banking sector in disarray; technology startups are bracing for a harder time, and there are fears the global economy is at risk of recession.

The Guardian - US

Wineries to affordable housing: SVB fall knocks out more than startups

Demise of Silicon Valley Bank has rattled not just businesses and investors but the ecosystem that grew up around it

Fortune

FDIC official warned 4 years ago that uninsured regional bank deposits were an ‘underappreciated risk.’ No one listened, and we’re now paying the price

Regional banks “pose very significant challenges” for regulators, an FDIC board member wrote in 2019, long before Silicon Valley Bank’s failure.

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Fortune

Why 'moonshot' projects are getting cut—along with the workers who leapt to help get them off the ground

"The clock struck midnight for hypergrowth in Big Tech,” Wedbush analyst Dan Ives says.

Fortune

Marc Benioff’s pivot to layoffs and austerity has analysts singing his praises and celebrating a ‘masterpiece’ quarter from Salesforce

Salesforce “delivered a monster quarter and guide for the ages that will silence the doubters this morning,” analyst Dan Ives wrote in Thursday research note.

Fortune

Microsoft and Google are in a ‘Game of Thrones’ battle over A.I., Wedbush’s Dan Ives says

Tech companies are racing to figure out how to implement A.I. in their products, and it’s not just about search engines.

Los Angeles Times

It’s not just Disney: Hollywood slashes jobs as streaming bubble pops

LOS ANGELES — Walt Disney Co. Chief Executive Bob Iger said last week that the Burbank company will be slashing 7,000 jobs as the firm’s streaming efforts continue to lose money and the wider economy wallows through a downturn.

Fortune

Microsoft CEO Satya Nadella says he hopes Google is ready to compete when it comes to A.I. search: ‘I want people to know that we made them dance’

Satya Nadella is well aware of the challenge lying ahead as he looks to upset Google’s search engine dominance.

Tribune News Service

Tesla launched an EV price war. How Ford is firing back

In January, Tesla Inc. launched the opening salvo in what experts have described as an EV price war when it slashed its pricing by as much as 20%.

Fortune

The EV wars are here and it's 'now or never' for major players like Ford and GM to gain ground against Tesla, according to Wedbush analyst Dan Ives

“There is a window of opportunity to gain share...and 2023 is a pivotal year that will establish the winners and losers in this EV landscape,” Wedbush tech analyst Dan Ives says amid the industry's price cuts.

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