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The Latest Breaking News from Dan Ives

Nvidia Quells 'AI Bubble' Fears With 'Drop The Mic Quarter/Guidance'

Analysts raise estimates and price targets on NVIDIA Corporation (NASDAQ:NVDA) after third-quarter revenue and earnings per share beat estimates and guidance came in ahead of expectations.

Benzinga

Palo Alto Networks Called A 'Buy' On The Dip, Analysts Bet On Its AI Security Lead

Palo Alto Networks, Inc (NASDAQ:PANW) is tightening its grip on the artificial intelligence-era cybersecurity landscape as customers consolidate spending around its platform and the company pushes deeper into identity, observability and AI security.

Benzinga

Dan Ives Says It Was The 'Most Bullish' Call, El Erian Calls Chipmaker's Earnings A 'Macro Event': Analysts Explode With Optimism On Nvidia

Leading analysts are beaming with optimism on NVIDIA Corp. (NASDAQ:NVDA) and the broader AI trade, following the company’s strong third-quarter performance on Wednesday.

Benzinga

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Is Meta Stock a Buy or a Sell Before Michael Burry Drops His Bombshell on November 25?

Meta Platforms stock has been under pressure of late, among others, due to the allegations that Michael Burry has leveled against hyperscalers. Burry has promised more information on November 25, but Meta's risk-reward looks quite attractive now after the recent crash.

Barchart

AI Spending Is ‘NOT’ Slowing Down, According to Wedbush. That Makes Nvidia Stock a Buy Before November 19.

Tech stocks are facing pressure in the market as talk of an AI bubble worries investors while analysts claim a tech rally.

Barchart

Here Is What Options Traders Expect for NVDA Stock After Nvidia Reports Q3 Results This Week

Options traders seem to believe the recent weakness in Nvidia stock will prove temporary. Dan Ives also recommends buying NVDA shares ahead of the company’s Q3 earnings on Nov. 19.

Barchart

Nvidia Earnings Are The 'Super Bowl' For The Entire Market, Could Trigger A Massive Shift: 'You're Going To Be Able To Hear A Pin Drop'

Nvidia Corp's (NASDAQ:NVDA) upcoming earnings are being billed as one of the most consequential market moments of the year.

Benzinga

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Nvidia Q3 Preview: Analysts Predict Beat And Raise — Can Jensen Huang Deliver 12th Straight Double Beat?

Semiconductor giant NVIDIA Corp (NASDAQ:NVDA) could provide the ultimate bellwether for the stock market and tech sector when the company reports third-quarter financial results on Wednesday after market close.

Benzinga

Wedbush Says to Push Through the ‘Whiteknuckle Moment’ and Keep Buying Palantir Stock

Wedbush acknowledges that there has been a brutal period for tech stocks but says that the selloff is a buying opportunity and NVDA earnings will be another catalyst.

Barchart

Bearish On AI? Tell That To The $600 Billion Big Tech Is About To Spend

Despite a sharp pullback in major artificial intelligence tech stocks like Tesla Inc. (NASDAQ:TSLA), Microsoft Corp. (NASDAQ:MSFT), Palantir Technologies Inc. (NASDAQ:PLTR), and Nvidia Corp. (NASDAQ:NVDA), the downturn appears to be a brief panic rather than any real slowdown in the AI boom.

Benzinga

Ark Invest's Cathie Wood Invests Heavily in Self-Driving Tech and Electric Flying-Taxi Stocks in Q3

In Q3, Ark Invest's Cathie Wood bought millions of shares in Tesla, Aurora Innovation, and Archer Aviation, as these companies ramp up AI and autonomous vehicle innovation.

International Business Times UK

Dow Climbs 327 Points, Crosses 48,000: Stock Market Today

Markets are pricing the end of the longest government shutdown in history – and another solid set of quarterly earnings.

Kiplinger

Tesla’s China Sales Just Hit a 3-Year Low. Should You Ditch TSLA Stock Now?

Tesla’s vehicle sales in China hit a three-year low in October. What should you do with its stock now?

Barchart

This Nuclear Stock Is Rallying Despite Burning Cash: Here's Why

Despite reporting a wider-than-expected loss for the quarter, shares of Oklo Inc. (NYSE:OKLO) jumped more than 8% during Wednesday morning trading as investors shifted focus to accelerating regulatory approvals, advanced fuel milestones, and U.S. government programs positioning the company at the center of a modern nuclear energy buildout.

Benzinga

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Barchart

Palantir Achieved ‘Eye-Popping Growth’ and Is a Buy Through Year-End, According to Wedbush

Palantir stock has returned nearly 3,000% over the last three years and trades at a lofty valuation today, largely due to its stellar growth estimates.

Barchart

SoundHound Is Gearing Up for the ‘Next Stage of AI Growth.’ Should You Buy SOUN Stock First?

Analysts at the leading brokerage firm, Wedbush, sound bullish about the voice recognition company.

Benzinga

Google, Microsoft, Meta May Keep Powering AI ETFs As BlackRock CIO Calls Bubble Fears Overblown

AI-focused ETFs are holding firm despite market chatter of an “AI bubble” gaining steam.

Benzinga

Dan Ives Says Tech Stocks Will 'Rip Higher' Through Year-End Amid Growing AI Valuation Concerns: 'Bull Market Has 2 More Years Of Runway'

Wedbush's Global Head of Tech Research, Dan Ives, on Friday stated that tech stocks will rally into the year-end even as AI valuation concerns grip markets.

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The Guardian - UK

‘Musk is Tesla and Tesla is Musk’ – why investors are happy to pay him $1tn

Making Elon Musk the world’s first trillionaire appears to fit a US investment culture of backing high-flying innovators

Benzinga

Elon Musk's $1 Trillion Pay Package Gets Green Light — Critics Call It 'Oligarchy,' Supporters Hail 'Decisive Statement'

As Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk's trillion-dollar pay package received 75% approval from investors during the automaker's shareholder meeting, here's what investors and industry executives had to say.

Benzinga

Dan Ives Sees Nasdaq At 30,000 Points, Explaining Why AI Revolution Is Not Bubble: '2-3 Years Left' In Tech Bull Market

Tech Bull Dan Ives is dismissing fears of an AI-driven tech bubble, arguing instead that the market is in the early stages of a “Fourth Industrial Revolution” that has years left to run.

Benzinga

Palantir Hits Brakes After Record Run: Stock Hits 'Technical Correction' After 10% Slide — CEO Says 'We Have The Most Baller' Company

Shares of artificial intelligence platform Palantir Technologies Inc. (NASDAQ:PLTR) witnessed a steep decline this week, after touching a record high on Monday, ahead of its third-quarter results.

International Business Times UK

Elon Musk's $1T Pay Package Passes With 75% Shareholder Approval

Majority of Tesla shareholders approve Elon Musk's $1 trillion remuneration package at the annual meeting, despite opposition from proxy advisors.

Barchart

Palantir Is Getting a Bigger Seat at the Defense Table. Does That Make PLTR Stock a Buy Here?

As AI reshapes modern warfare, Palantir is emerging into a leading role in the next era of defense technology. Is it a buy now?

Benzinga

This 'Big Short' Investor Owns Every Magnificent 7 Stock Except The One He Thinks Has A Cult-like Following

"Big Short" investor Steve Eisman's portfolio includes every stock in the Magnificent 7 except for one, whose shareholders he likened to a cult for their unwavering belief in its long-term future.

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