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The Latest Breaking News from Dan Ives

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

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.”

Benzinga

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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.

Barchart

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.

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

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'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.

Benzinga

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.

Barchart

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.

Benzinga

Elon Musk's xAI Made It First — Now Google, OpenAI, Anthropic Land Federal AI Gig

The U.S. Government has given the nod to AI tools from OpenAI, Google (NASDAQ:GOOG) (NASDAQ:GOOGL), and Anthropic, marking a significant milestone in the Trump administration’s drive to increase AI utilization in federal agencies.

Benzinga

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Kiplinger

Rally Pauses for Hot Earnings, Cool Data: Stock Market Today

Markets were mostly mixed Tuesday after decisive moves Friday and Monday.

Benzinga

Palantir's Q2 Beat Buoys AI-Themed ETFs: Is This The Next Nvidia Moment?

Palantir Technologies (NASDAQ:PLTR) just launched a powerful earnings missile, and AI-named ETFs are enjoying the ride. With another quarter of revenue surprises, strong cash flows, and surging commercial demand, the AI company has emerged as an high-voltage ETF player.

MarketBeat

Palantir Stock Soars After Blowout Earnings Report

Palantir stock jumped after beating earnings and hitting $1B in revenue, but investors shouldn't be scared off due to the stock's high valuation

Benzinga

Palantir Stock Is Hitting All-Time Highs Tuesday: What's Going On?

Palantir Technologies Inc (NASDAQ:PLTR) shares are hitting all-time highs on Tuesday following the company’s better-than-expected results for the second quarter. Multiple analysts also raised price targets following the print.

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Benzinga

Dan Ives Raises Palantir Price Target, Sees 24% Upside On 'Hyper Growth Demand' — Stock Jumps Nearly 6% In Tuesday Pre-Market

Wedbush analyst Dan Ives raised his price target on Palantir Technologies Inc. (NYSE:PLTR) to $200, citing “hyper growth demand” and “off the charts” commercial expansion.

Benzinga

Palantir Surges Over 4% In After Hours Trading On Strong Q2 Earnings—Analyst Warns August Could Trigger 'Mean Reversion' As PLTR Trades At 80x Revenue

Palantir Technologies Inc. (NYSE:PLTR) extended gains 4.57% in after-hours trading on Monday, reaching $168 following a blowout second-quarter earnings report. However, technical analyst Mark Newton warned of stretched valuations as the stock’s Relative Strength Index indicator hit 95.

Benzinga

Elon Musk's $29 Billion Pay Package Solidifies Tesla CEO Role 'Till 2030,' Says Dan Ives—Gary Black Calls It Favorable For TSLA Stock

Tesla Inc. (NASDAQ:TSLA) bull and Wedbush Securities' analyst Dan Ives, as well as Future Fund LLC's managing director, Gary Black, have weighed in on Elon Musk's new $29 billion pay package, reacting positively to the news.

Benzinga

Jim Cramer Says Palantir's 'Next Stop Is $200' After Q2 Earnings Blowout: Dan Ives Calls It 'The Messi of AI'

AI giant, Palantir Technologies Inc. (NASDAQ:PLTR), is drawing loud praise from Wall Street analysts following the company’s robust second-quarter performance, as it surged past consensus estimates.

Benzinga

Tesla's Compensation Plan For Elon Musk Removes Overhang, Secures Company's 'Most Important Asset'

A new pay package for Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk could alleviate one of the factors holding back the price of the electric vehicle company’s shares, according to Wedbush analyst Dan Ives in a new investor note.

Benzinga

Palantir Stock Is Trending Today: What's Going On?

Palantir Technologies Inc (NASDAQ:PLTR) shares are trading higher Monday ahead of earnings scheduled after the bell. Here’s what you need to know before the report.

Benzinga

Elon Musk Agrees With Cathie Wood: Tesla Is 'Largest AI Project On Earth' Amid Robotaxi Vision, Samsung Chip Deal Buzz

Tesla Inc. (NASDAQ:TSLA) is the world's most ambitious AI endeavor, according to ARK Invest CEO Cathie Wood, who predicts its autonomous vehicle efforts could generate trillions in revenue.

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