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The Latest Breaking News from Dan Ives

Jefferies Says Microsoft Stands Out in Strong Cloud Spending as Azure Gains Market Share. What This Means for MSFT Stock.

Jefferies highlights Microsoft as a clear standout in the strong cloud spending environment.

Barchart

There’s Another New Reason to Get Bullish on Nvidia Stock

Nvidia launched a full-stack safety platform for robotics as physical AI continues to be a hot topic.

Barchart

How one chip stock reversed the global tech selloff, exposed AI's 'memory tax' and made the case for an entire valuation regime change

Micron had a "drop the mic" quarter, Dan Ives said. Others called it a restructuring of how Wall Street will price the AI trade for years to come.

Fortune

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The Best Nasdaq Stocks to Buy for Long-Term Upside

The best Nasdaq stocks to buy include familiar tech-related names, as well as companies with strong long-term upside potential operating in other sectors.

Kiplinger

Dan Ives Predicts a Tesla-SpaceX Megamerger. Here’s What Investors Need to Know.

A merger of Elon Musk's companies would be valued at $3.6 trillion.

Barchart

Could a Tesla-SpaceX Merger Be Closer Than Investors Think?

With SpaceX now public and Dan Ives putting merger odds at 80%, Tesla's biggest catalyst may have nothing to do with robotaxis at all.

MarketBeat

On the day of a historic IPO, SpaceX’s president is already hinting at a Tesla merger: ‘That might make Elon Musk’s life a little easier’

A combined SpaceX-Tesla could be worth more than $3 trillion.

Fortune

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Dow Adds 929 Points on New Signs of Peace: Stock Market Today

If nothing else, President Donald Trump knows how to use the tools at his command to generate attention, in markets as well as any public sphere.

Kiplinger

SpaceX's record IPO has Wall Street torn between a Musk 'holy grail' and a $72-per-share leap of faith

Analysts disagree on whether SpaceX is worth what Musk is asking.

Fortune

Nasdaq Leads as Chip Stocks Bounce: Stock Market Today

Semiconductor stocks rebounded sharply on Monday, with Intel and Micron leading chipmakers higher.

Kiplinger

SpaceX sets IPO price, valuing company at $1.75tn ahead of record debut

The company said on Wednesday that it plans to list its shares at $135 each. The offering would value SpaceX at around $1.77tn (€1.56tn), making it one of the world's most valuable listed companies and potentially the largest IPO in history.

Euronews

Dow Slides 620 Points as Rally Pauses: Stock Market Today

It was probably just one of those days for the stock market after five straight sessions of new record highs, but Middle East questions must be answered soon.

Kiplinger

Wedbush Just Increased Its Price Target on IBM Stock. The Company Is Quietly Building a New Chapter.

Wedbush recently raised its IBM price target to $350 from $320, citing confidence in IBM’s profitable growth, AI infrastructure positioning, hybrid cloud momentum, and quantum computing strategy.

Barchart

The SentinelOne Stock Correction Is Overdone as the Singularity Platform Drives Steady Growth

SentinelOne stock is selling off after announcing layoffs.

Barchart

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Barchart

These 2 AI Software Stocks Are Through the Roof. Dan Ives Says There’s Still Time to Buy.

There are massive opportunities with Snowflake and Datadog, the Wedbush analyst says.

MarketBeat

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.

Kiplinger

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.

Barchart

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?

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Fortune

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.

Barchart

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

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.

Fortune

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

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

Barchart

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.

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