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The Latest Breaking News from Dan Ives

Wall Street Is Starting to Talk About Tesla's Endgame

The Tesla-SpaceX merger thesis is more grounded than it sounds, and if it materialises, could be the most consequential corporate merger in history.

MarketBeat

Stocks Grind Higher on Good Fundamentals: Stock Market Today

The stock market is a forward-looking mechanism, and what it sees at the bottom line carries greater weight right now than geopolitical uncertainty.

Kiplinger

Ignore the Post-Earnings Selloff in Palantir Stock: The AI Revolution Is Just in the ‘Third Inning’

A Wedbush analyst is dismissive of the investor panic over the selloff in PLTR stock. Is now the time to sell or buy more?

Barchart

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AI is a ‘euphoric’ bubble and you should buy into it, Wells Fargo analyst urges

"You can't own anything but AI—that's how a bubble forms. We expect limited downside," Ohsung Kwon says.

Fortune

Datadog Stock Went from Zero to Hero as AI Demand Drives Results

Wall Street is becoming enthusiastic about DDOG stock after the company released Q1 earnings.

Barchart

Dan Ives Picks His Favorite Tech Stock Outside the Mag 7: Palantir

The Wedbush analyst believes Palantir is best positioned to benefit from AI monetization.

Barchart

Ignore the OpenAI Panic and Keep Buying Oracle Stock, Says Wedbush

Wedbush sees Oracle’s pullback as noise, with AI demand, rising contracts, and cloud momentum still driving growth.

Barchart

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Why Dan Ives Is Betting on 35% Upside for Oracle Stock: This ‘Secret Sauce’ Will Make ORCL a Key Part of the ‘AI Revolution’

Ives and his team have a price target of $225 for Oracle.

Barchart

OpenAI is 'strongly positioned,' says Wedbush's Dan Ives

The markets overreacted to a report about OpenAI, Ives said.

Fortune

Oracle’s Quarterly Earnings Preview: What You Need to Know

Oracle is set to report its fiscal fourth-quarter results shortly, and analysts are expecting double-digit growth in earnings.

Barchart

Dan Ives: Tesla Is ‘Morphing into a Physical AI Stalwart’ So Don’t Sweat the CapEx and Just Buy TSLA Stock

Wedbush’s Dan Ives is bullish on Tesla despite its increasing CapEx.

Barchart

Should You Buy the Dip in Oracle Stock? Dan Ives Thinks So.

Wedbush’s Dan Ives assumes coverage of Oracle stock with an “Outperform” rating. Here’s why he recommends buying ORCL shares at current levels.

Barchart

Nasdaq, S&P 500 Reach New All-Time Highs: Stock Market Today

The leader of the AI revolution helped carry two of the three main U.S. equity indexes to new highs heading into the weekend.

Kiplinger

Should You Sell Apple Stock Before September 1?

Apple’s leadership shift arrives as the company pushes into AI, but execution risks and China exposure remain in focus.

Barchart

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Barchart

Amidst Tim Cook Shake-Up, Here Is What Barchart Options Data Shows for Apple Stock Ahead of April 30

Wedbush analyst recommends buying Apple stock after the titan named John Ternus its next CEO. Options traders believe AAPL shares will rally after earnings on Apr. 30.

The Guardian - UK

Four key takeaways from Apple’s change of leadership

Analysts say net boss John Ternus should diversify tech giant away from iPhones and raise its game in AI

Fortune

Apple is slipping on Tim Cook’s exit. Wall Street says buy anyway

Wall Street is betting a hardware lifer is exactly what Apple’s AI problem needs.

Barchart

As Tesla Tapes Out the AI5 Chip, Should You Buy, Sell, or Hold TSLA Stock?

Tesla's chip breakthrough strengthens its AI story, but high expectations still cloud the outlook.

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Barchart

Why Palo Alto and Zscaler Stocks Are 2 Top Buys Amid the Iran War According to Wedbush

Palo Alto and Zscaler have been named as top cybersecurity picks by Wedbush analyst Dan Ives.

Barchart

Michael Burry Will Be 'Proved Emphatically Wrong' on Palantir, Says Wedbush. Should You Buy PLTR Stock Here?

Michael Burry holds bearish bets on PLTR stock as Wedbush remains bullish. Here's what Palantir's record Q4 results and new deals mean for investors.

Barchart

Why Wedbush Says You Should Buy Nvidia Stock Now Amid the 2-Week Ceasefire

Nvidia stock gains on a two-week ceasefire agreement between the U.S. and Iran. Wedbush explains why the announcement is majorly bullish for NVDA shares.

Fortune

Analysts warn the TACO trade won’t last forever after an Iran ceasefire wipes out weeks of losses in markets

The announced ceasefire led to a $1.5 trillion market rally Wednesday.

Kiplinger

Stocks Edge Up Ahead of Hormuz Deadline: Stock Market Today

Investors, traders and speculators, as well as policymakers and regular folks, around the world are counting down to a key Tuesday night deadline.

Barchart

Tesla Could Be Headed for Third Year of Degrowth: How to Play TSLA Stock Now?

Tesla missed both EV delivery and energy deployment estimates for Q1 2026. Is the stock a buy or a sell now?

Kiplinger

Stocks Are Mixed Despite a Huge Oil Move: Stock Market Today

Stocks and oil continue to rise and fall with the ebb and flow of news from the White House and the Middle East.

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