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The Latest Breaking News from Dan Ives

Apple's blowout earnings marred by tariff fears, a slow AI rollout, and the stock barely moves

On tariffs, "We estimate the impact to add about $1.1 billion to our costs," CEO Tim Cook said.

Fortune

US Tech Titan Earnings Rise On AI As Economy Roils

Tech giants Amazon, Apple, Meta and Microsoft this week eclipsed earnings expectations, cashing in on artificial intelligence (AI) while navigating economic waters roiled by US tariffs.

International Business Times

Stocks Can't Hold Meta, Microsoft Gains: Stock Market Today

The main indexes all opened higher Thursday on impressive Big Tech earnings, but momentum faded into the close.

Kiplinger

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FTSE 100 closes down after US inflation figures temper tech firms’ results

The index closed down 4.13 points at 9,132.81.

The Independent UK

Microsoft Stock Has Upside After 'Eye Popping Cloud And AI Strength' In Q4

Microsoft Corporation (NASDAQ:MSFT) analysts weigh in on the company's strong cloud growth shown in the company's fourth-quarter financial results.

Benzinga

Meta, Microsoft And Google Are Unleashing A $250 Billion AI Tsunami

The AI revolution is officially a $240 billion spending spree. Meta Platforms Inc (NASDAQ:META), Microsoft Corp (NASDAQ:MSFT) and Alphabet Inc‘s (NASDAQ:GOOGL) (NASDAQ:GOOG) Google are pouring unprecedented capital into AI infrastructure, igniting what Wedbush analyst Dan Ives calls a “watershed moment” for technology.

Benzinga

Microsoft Blasts Past Earnings—What’s Next for MSFT?

Microsoft stock surged on strong AI and cloud results, but with shares at record highs, traders may want to wait or consider a bullish call spread.

MarketBeat

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Wall Street delighted with Microsoft as it spends $100bn on AI

Company’s second-quarter financial results showed a booming cloud business and enormous capital expenditures

The Guardian - US

Microsoft Quarterly Profits Soar On AI And Cloud Growth

Technology giant Microsoft on Wednesday said its profit soared above expectations in the recently ended quarter, driven by its cloud computing and artificial intelligence (AI) units.

International Business Times

Microsoft's $74 Billion AI Surprise? ETFs Bet Big On Azure's Secret Weapon

With Microsoft (NASDAQ:MSFT) preparing to report fourth-quarter results after markets close today, expectations are high, both for the tech giant and the ETFs riding its AI wave. Wall Street analysts are estimating revenue of $73.8 billion and earnings per share of close to $3.37.

Benzinga

Dan Ives slams Apple's tech showcase as 'an episode out of 'Back to the Future'' and turns up the heat on Tim Cook over 'elephant in the room'

"It’s becoming crystal clear that any innovation around AI at Apple is not coming from inside the walls of Apple Park," Ives wrote.

Fortune

Apple Stock Will Get Q3 Boost From iPhones, Analyst Says This Is The 'Elephant In The Room'

An Apple Inc (NASDAQ:AAPL) analyst says iPhone demand will be the key item to watch when the technology giant reports third-quarter financial results Thursday after market close.

Benzinga

Palo Alto Network-CyberArk Deal A 'Strategic Home Run,' Says Analyst — But PANW Stock Falls Nearly 7% In Pre-Market

Palo Alto Networks (NASDAQ:PANW) has announced its acquisition of Israeli cybersecurity firm CyberArk Software (NASDAQ:CYBR) for a whopping $25 billion, marking the largest acquisition in the company’s history.

Benzinga

Musk Has Not Taken Steps To Launch His 'America Party' After Trump Fallout: He Has 'Read The Room'

Elon Musk has so far not taken formal steps to launch his "America Party" and other moves have hinted that it is not in his immediate plans

Latin Times

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Benzinga

Microsoft Q4 Preview: Can The Tech Giant Beat Forecasts For 10th Straight Quarter?

Microsoft Corporation (NASDAQ:MSFT) is expected to highlight growth from AI and cloud services when the technology giant reports its fourth-quarter financial results on Wednesday after the market close.

Benzinga

Palantir's Next Stop Is $200, Says Jim Cramer As PLTR Glides 'Like A Knife Through Butter'

Jim Cramer has predicted that Palantir Technologies Inc. (NASDAQ:PLTR) will soar to $200, following its recent surge past $150.

Benzinga

Consumer Tech News (July 21–July 25): Big Tech Earnings, Pony AI Robotaxi, Tesla Discounts And More

Wall Street ended the week on a high, with tech-driven indices hitting fresh records as strong corporate earnings, robust economic data, and breakthrough trade deals lifted investor sentiment.

Benzinga

Palantir Technologies Stock Hits A New All-Time High: What's Driving The Action?

Palantir Technologies Inc (NASDAQ:PLTR) shares hit a new all-time high Friday morning, capping another week of gains for the artificial intelligence and data analytics firm. Here’s what investors need to know.

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Benzinga

Dan Ives Calls Microsoft 'Scottie Scheffler Of Software' Ahead Of Earnings — Says Satya Nadella-Led Cloud Giant Is Firing On All Cylinders In AI Boom

Wedbush Securities analyst Dan Ives compared Microsoft Corp. (NASDAQ:MSFT) to world No. 1 golfer Scottie Scheffler ahead of the tech giant’s fourth-quarter earnings release Wednesday after market close.

Benzinga

Elon Musk Says $20 Trillion Valuation Possible For Tesla Even As Second Quarter Earnings Show Sales, Revenue Decline: 'Extreme Execution Is Needed'

Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk thinks a $20 trillion valuation for the EV giant is possible amid dwindling sales across multiple markets.

Benzinga

Tesla Stock Faces 'Critical Milestone' Ahead: Here's What Analysts Are Flagging As Next Key Catalyst

Can Tesla Inc‘s (NASDAQ:TSLA) audacious bet on autonomy and AI outmaneuver mounting market headwinds? As analysts hold their ground despite disappointing earnings, the electric vehicle giant faces a pivotal moment that could redefine its future trajectory.

Benzinga

IBM's 'Client Zero' AI Strategy To Deliver $4.5 Billion In Annual Savings — CEO Says 'Reimagining And Reinventing How We Run Our Company'

Tech giant IBM (NYSE:IBM) is aggressively deploying its own AI and automation tools across its operations, unlocking billions in savings and productivity gains, while reshaping how the company functions internally.

Benzinga

Dan Ives Sees $1 Trillion Potential In Tesla's AI Ambitions, Calls Elon Musk's EV Giant 'Best Physical AI Play' Alongside Nvidia

Wedbush Securities' investor and Tesla Inc. (NASDAQ:TSLA) bull Dan Ives has reiterated his bullish views on the automaker following its second-quarter earnings call.

Benzinga

Elon Musk Says Tesla Could Face 'A Few Rough Quarters' As EV Incentives Expire And Trump Tariff Pressures Mount

Tesla Inc. (NASDAQ:TSLA) CEO, Elon Musk, warned that the company was entering a challenging period as federal EV credits wind down and tariff-related headwinds begin to mount.

Fortune

Elon Musk's Tesla Diner is a next step in the beleaguered EV-maker's plan to create an 'all-encompassing brand,' analyst Dan Ives says

The CEO is already eyeing expansion for his Tesla Diner dishing merchandise and food served by Optimus robots.

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