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Dan Ives, Dan Ives, Managing Director and Senior Equity Analyst at Wedbush Securities, shared his thoughts on CNBC Morning Call, focusing on strong earnings reports from Meta and Tesla in what he described as a jittery market environment. The segment also featured Morgan Brennan, Barbara Doran, and Kevin Rippey in the discussion.
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Earlier this year, Ives stated that Apple’s AI strategy could add $75 per share to the company’s valuation. He has also highlighted Meta’s position in AI, citing the company’s combination of advanced models and 3.6 billion daily users in a recent note on Meta’s AI agents. These views provide context for his analysis of recent tech earnings.