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The Latest Breaking News from Dan Ives

Nvidia Stock Slips Over 3% After Q2 Report — Gene Munster Says Street's Underestimating Company, Dan Ives Notes Demand For AI Chips 'Not Slowing Down

On Wednesday, Nvidia Corporation (NASDAQ:NVDA) reported better-than-expected second-quarter results. Still, shares dipped in after-hours trading as Wall Street analysts said investors may be missing the chipmaker's longer-term AI growth story.

Benzinga

Nvidia sets fresh sales record amid fears of an AI bubble and Trump’s trade wars

Despite surpassing Wall Street expectations for its AI chips, company shares drop 2.3% in after hours trading

The Guardian - US

Serve Robotics Stock Is Surging Today: What's Driving The Action?

Serve Robotics Inc (NASDAQ:SERV) shares are trading higher Wednesday after Wedbush initiated coverage on the stock, suggesting shares have plenty of room to run.

Benzinga

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MongoDB Scores Best Day Ever After Earnings Beat—Here's What Wall Street Thinks

MongoDB Inc. (NASDAQ:MDB) is enjoying its biggest one-day rally since going public in 2017.

Benzinga

Nvidia Q2 Preview: 'Saying This Is The Most Important Stock In The World Is An Understatement' (CORRECTED)

CORRECTION: Nvidia’s stock price in the price action section was incorrect. It has been corrected/updated.

Benzinga

Dan Ives Predicts 'Flex The Muscles' Nvidia Earnings Moment And Gene Munster Bets On Robotics Boom Amid Q3 Guidance Skepticism

Nvidia Corp. (NASDAQ:NVDA) is set to report earnings on Aug. 27, and while some analysts warn its outlook for the next quarter could fall short of lofty expectations, bullish voices like Wedbush's Dan Ives and Deepwater's Gene Munster say the AI powerhouse is only getting started.

Benzinga

OpenAI's ChatGPT Leverages Google Data For Real-Time Answers, Despite Plans To Rival The Search Engine Giant: Report

OpenAI’s ChatGPT, a potential competitor to Google‘s (NASDAQ:GOOG) (NASDAQ:GOOGL) search engine, has been using data from Google Search to answer real-time queries, a recent report reveals.

Benzinga

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Palantir Is The 'Messi Of AI'—Until You Look At Databricks

Wedbush analyst Dan Ives has dubbed Palantir Technologies Inc (NASDAQ:PLTR) the "Messi of AI"—a generational playmaker in the data game, with elite vision and impossible-to-replicate instincts. But even Lionel Messi, widely hailed as the GOAT, can get outpaced by a younger phenom. Enter Databricks, the $100 billion private-market rocket that…

Benzinga

Elon Musk's $29 Billion Tesla Pay Package Sparks Investor Revolt As Major Shareholder Group Demands NASDAQ Probe

The SOC Investment Group has called for a formal investigation by NASDAQ into Tesla Inc. (NASDAQ:TSLA) regarding a recent $29 billion equity grant to CEO Elon Musk.

Benzinga

PLTR Stock Has Declined Over 15% In Past 5 Sessions, But This Tech Bull Says Palantir Remains 'Favorite'

Despite a sharp sell-off that has seen Palantir Technologies Inc. (NYSE:PLTR) shares plummet nearly 15% in the last five sessions, Wedbush Securities analyst Dan Ives is urging investors to see the dip as a buying opportunity.

Benzinga

Musk Reportedly Stops Push To Create New Political Party To Stay On Good Side Of Prominent Republicans

Elon Musk has reportedly stopped his push to create a new political party to stay on the good side of prominent Republicans, including Vice President JD Vance, who he plans to back in the next presidential election

Latin Times

China Doesn't Need Nvidia? Futurum CEO Calls That 'Next-Level Nonsense' — Dan Ives Reacts With A Fiery Response

On Tuesday, Daniel Newman, CEO of Futurum Group, dismissed the idea that China can move on without Nvidia Corporation (NASDAQ:NVDA).

Benzinga

Sam Altman’s AI paradox: Warning of a bubble while raising trillions

Sam Altman says AI might be in a bubble—then touts trillions for OpenAI’s buildout. Call it the paradox powering Silicon Valley’s biggest spending spree.

Fortune

Wall Street isn’t worried about an AI bubble. Sam Altman is

Wall Street analysts are confident the artificial intelligence boom still has room to run. Even if Sam Altman, the OpenAI chief executive at the center of it all, appears less confident.

Fortune

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Benzinga

Dan Ives Disagrees With Sam Altman For Saying AI Is In A Bubble: 'The Next Two To Three Years Will Be A Tech Bull Market'

While OpenAI CEO Sam Altman is warning of an artificial intelligence (AI) bubble, Wedbush Securities analyst Dan Ives is pushing back, forecasting a sustained tech bull market driven by what he calls the “fourth industrial revolution.”

Barchart

AAPL Stock Warning: If Apple Wants to Survive the AI War, It Must Do These 3 Things

Analysts caution that Apple faces a make-or-break moment in the AI revolution, with bold action needed to avoid falling dangerously behind its Big Tech rivals.

Benzinga

Dan Ives Just Revealed Four Explosive New Picks Into His AI Revolution 30 List — And He Says These Companies Will Define Future Of AI

Prominent Wedbush analyst Dan Ives has updated the holdings of his “AI Revolution 30” list, the basis for his new ETF, by adding four new companies and removing three.

Benzinga

Dan Ives Says Apple's AI Strategy Has Been A 'Disaster' And No One On The Street Believes Innovation Will Come From Within

On Thursday, Wedbush analyst Dan Ives called Tim Cook-led Apple Inc.'s (NASDAQ:AAPL) artificial intelligence strategy a "disaster" as he once again reiterated that the tech giant is lagging far behind competitors like Meta Platforms, Inc. (NASDAQ:META), Microsoft Corporation (NASDAQ:MSFT) and startups like OpenAI.

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Benzinga

Semiconductor Stocks Stay In Focus As Massive AI Spending, and China Deal Fuel Growth Hopes

Semiconductor stocks Nvidia (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD), Broadcom (NASDAQ:AVGO), Arm Holdings (NASDAQ:ARM), Marvell Technology (NASDAQ:MRVL), Taiwan Semiconductor Manufacturing (NYSE:TSM), Intel (NASDAQ:INTC), Micron Technology (NASDAQ:MU), Qualcomm (NASDAQ:QCOM), and Super Micro Computer (NASDAQ:SMCI) are trending on Thursday.

Benzinga

'Death Of Search Is Greatly Exaggerated,' Says Dan Ives — Google's Search Business Resilient Despite AI Challenges

Dan Ives, a prominent analyst at Wedbush Securities, recently refuted claims about the demise of search engines, citing Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) as a prime example.

Benzinga

Apple's In F1 Race While Tim Cook Sips 'Lemonade' On 'Park Bench' — Dan Ives Warns AI Misstep Could Stain His Legacy

Wedbush Securities' Dan Ives has warned that Apple Inc.'s (NASDAQ:AAPL) failure to innovate in artificial intelligence could tarnish CEO Tim Cook's legacy, as other tech giants race ahead in the AI revolution.

Barchart

Wedbush Thinks Palantir Is Speeding to $1 Trillion. Should You Buy PLTR Stock Now?

Wedbush analyst Dan Ives says Palantir stock will surpass $1 trillion in market cap within a few years. Here’s why he’s uber bullish on PLTR shares.

Benzinga

Apple's 'BlackBerry Moment' Looms Without These 3 Bold AI Moves, Warns Dan Ives

It's been a rare good week for Apple Inc (NASDAQ:AAPL) bulls. A $100 billion U.S. manufacturing splash earned CEO Tim Cook some political goodwill and helped clear tariff fog — yet Wedbush’s Dan Ives has a stark warning for the iPhone maker.

Benzinga

Apple's $704 Billion Decade-Long Buybacks Exceed Market Cap Of All But 13 Companies Worldwide

Tim Cook-led Apple Inc. (NASDAQ:AAPL) has amplified its shareholder value for several years with a robust share repurchase program, so much so that only 13 firms worldwide have a market capitalization higher than the shares that AAPL has bought back.

Benzinga

Palantir CEO Warns US Could Lose AI Race Despite Record $1 Billion Quarter: Being Ahead Is the 'Danger Zone'

Palantir Technologies Inc. (NYSE:PLTR) posted record earnings driven by AI adoption, but CEO Alex Karp says the U.S. risks falling behind without an "all-in" national effort.

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