The Latest Breaking News from Dan Ives

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 · Jul 30, 2025

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 · Jul 30, 2025

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 · Jul 30, 2025

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 · Jul 29, 2025

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 · Jul 28, 2025

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 · Jul 27, 2025

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.

Benzinga · Jul 25, 2025

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 · Jul 25, 2025

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 · Jul 25, 2025

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 · Jul 24, 2025