The Latest Breaking News from Dan Ives

2025 was supposed to be “the biggest year in Tesla history,” but it’s sure not shaking out that way so far.

As the Trump administration attempts to choke off exports of strategically important computer chips to China, experts say the effort might well backfire, fueling innovation at Chinese firms that could help them seize the world semiconductor market.

Any minute now I'm expecting all hell to break loosePeople are crazy and times are strangeI'm locked in tight, I'm out of rangeI used to care, but things have changed.– Bob Dylan, Things Have Changed, Wonder BoysMaine revolver pehli baar uthaya hai…lekin  itna jaanta hoon ki trigger dabane se goli…

Tariff uncertainty will cause chaos in the supply chain, says Wedbush’s Dan Ives.

Navarro said that Musk had performed well in making government operations more efficient, yet his remarks on tariffs were predictable.

Well that's good, at least until it's not again, which will probably happen tomorrow or the day after.

"Without these exemptions the US Tech industry would be taken back a decade and the Al Revolution thesis would have been slowed significantly."

US is not set up to supply mobile phones and would cost estimated $30bn to move just 10% of chain from China

MRVL stock shot higher after the Trump tariff pause but is giving up gains as investors continue to be concerned that the AI boom is beginning to bust