Tech Sector Analysis and Earnings Coverage by Dan Ives
Earnings from Microsoft, Alphabet, Amazon are key tech sector test, Dan Ives notes
Upcoming earnings from Microsoft, Alphabet, and Amazon are positioned as a validation moment for enterprise spending, strategic AI deals, cloud growth, and Capex spending levels into 2027. Dan ...
Dan Ives: Rate debate and AI buildout causing market jitters
Dan Ives, Managing Director and Senior Equity Analyst at Wedbush Securities, stated that the ongoing debate between interest rates and the major buildout in artificial intelligence is creating ...
Strong tech earnings from Meta and Tesla discussed, Dan Ives adds
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 ...
Dan Ives: 80%-90% chance of Tesla and SpaceX merger by end of 2027
Dan Ives, Managing Director and Senior Equity Analyst at Wedbush Securities, stated he believes there is an 80% to 90% chance that Tesla and SpaceX will merge by the end of 2027, citing strategic ...
Monetizing Muse and AI funding by Starlink top tech earnings questions, Dan Ives notes
Dan Ives, Managing Director and Senior Equity Analyst at Wedbush Securities, highlighted several main issues for technology company earnings reports this week. He pointed to whether Meta can start ...
Dan Ives: Tech sell-off viewed as excessive amid strong AI demand
Dan Ives, Managing Director and Senior Equity Analyst at Wedbush Securities, said the current tech sector sell-off is excessive given what he described as robust demand trends in artificial ...
A frontier model plus 3.6 billion users is a rare combination, Dan Ives notes
Meta remains a core name to own as the artificial intelligence sector moves from models to agents, according to Dan Ives, Managing Director and Senior Equity Analyst at Wedbush Securities. In his ...
Dan Ives: Apple AI vision adds $75 per share to valuation
Dan Ives, managing director and senior equity analyst at Wedbush Securities, highlights Apple's potential in artificial intelligence, stating that its AI vision and monetization could add $75 per ...
$4 trillion in tech spending may accelerate market leaders, Dan Ives predicts
Dan Ives, managing director and senior equity analyst at Wedbush Securities, highlights a massive $4 trillion technology spending wave expected over the next few years. According to Ives, ...
Dan Ives: Big tech stocks display renewed strength in tech market
Dan Ives, managing director and senior equity analyst at Wedbush Securities, highlights the renewed strength of major technology stocks in the current tech market. His comments point to a strong ...
Tesla and tech stocks featured on CNBC Closing Bell, Dan Ives discusses
Dan Ives, managing director and senior equity analyst at Wedbush Securities, will discuss Tesla and technology stocks on CNBC Closing Bell at 3:15 pm with Frank Holland and CNBC. The segment is ...
Dan Ives: AI revolution and private tech IPOs in focus
Dan Ives, managing director and senior equity analyst at Wedbush Securities, joined CNBC's Power Lunch to discuss the AI revolution and the IVAI Ultra IPO. The conversation focused on ...
AI revolution buildout demands trillions in Capex, Dan Ives notes
Dan Ives, managing director and senior equity analyst at Wedbush Securities, points out that recent discussions around AI safety, including a notable essay by Dario Amodei, mark some progress but ...
Dan Ives: AI revolution in focus as Oracle and Adobe report earnings
Dan Ives, managing director and senior equity analyst at Wedbush Securities, looks forward to discussing a significant evening for the software sector as Oracle and Adobe prepare to report ...
Nvidia earnings expected to drive a major night for tech, Dan Ives notes
Dan Ives, managing director and senior equity analyst at Wedbush Securities, looks ahead to a significant evening for the technology sector with Nvidia's earnings announcement set to take center ...
Dan Ives: AI monetization theme attracts tech investor focus
Dan Ives, managing director and senior equity analyst at Wedbush Securities, highlights that the AI monetization theme is a central topic for technology investors. Ives points to growing ...
Major technology firms to increase AI spending, Dan Ives expects
Dan Ives, managing director / senior equity analyst at Wedbush Securities, expects major technology companies to intensify their capital expenditures related to artificial intelligence. He ...
Dan Ives: Tech stocks and markets to be discussed on CNBC Morning Call
Dan Ives, managing director and senior equity analyst at Wedbush Securities, will discuss technology stocks and market developments on CNBC Morning Call with Morgan Brennan at 5 a.m. CNBC will ...
Major tech selloff driven by AI Capex concerns, Dan Ives discusses
Dan Ives, managing director / senior equity analyst at Wedbush Securities, discussed the significant selloff in technology stocks amid increasing concerns over higher capital expenditures in ...
Dan Ives: Alphabet and Tesla earnings signal key moment for tech sector
Dan Ives, managing director and senior equity analyst at Wedbush Securities, appeared on CNBC Closing Bell to discuss a pivotal period for the tech sector as Alphabet and Tesla prepare to report ...
Tech sector faces chip challenges from China AI news, Dan Ives warns
Dan Ives, managing director and senior equity analyst at Wedbush Securities, appeared on BloombergTV to discuss ongoing concerns in the tech sector. Ives highlighted worries about chip shortages ...
