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The Latest Breaking News from Dan Ives

Stock Market Today: Trump Retreats, Markets Rejoice

Stocks rally, yields soften, the dollar rises, and even beaten-down names enjoy the wages of potential trade peace.

Kiplinger

Wedbush’s Dan Ives Says Palantir Stock Is in ‘Prime Position.’ Should You Buy Shares Here?

Amid Palantir’s NATO deal, is PLTR turning into the dark horse investors should start watching closely?

Barchart

Musk To Reduce White House Role As Tesla Profits Plunge

"Probably in the next month, my time allocation to DOGE will drop significantly," Musk said at the outset of an earnings conference call, referring to his work for the "Department of Government Efficiency."

International Business Times

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Tesla Says Profits Plunge 71%, Warns Of 'Changing Political Sentiment'

Tesla reported a 71 percent drop in first-quarter profits Tuesday in results that lagged analyst estimates as Elon Musk's automaker warned of a hit to demand due to "changing political sentiment."

International Business Times

Tesla Is Bracing For Its Hardest Earnings Call In Years

Tesla is facing perhaps its most pivotal moment in recent history. The automaker's sales are slipping, investor confidence is dwindling and political pressure coming from within has stained the automaker's reputation. With its first earnings call of the year coming today, Tesla has a lot to answer for. I hope…

InsideEVs

Musk wants to leave politics because he’s tired of ‘attacks’ from the left, report says

Speculation of Tesla CEO’s possible departure comes as his influence in the administration appears to wane

The Independent UK

Battered by tariffs and boycotts, Tesla really needs a successful robotaxi launch—and it needs to be on time

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

Fortune

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Analysts Warn US Could Be Handing Chip Market To China

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.

International Business Times

Trump’s chip restrictions could slash Nvidia’s revenue by 10%, Wedbush analysts say

Expect Nvidia revenues to drop in future quarters, analysts wrote after the administration blocked the chipmaker from selling its key chip to China.

Fortune

After Dan Ives Slashed His Tesla Stock Price Target, Should You Buy or Sell TSLA Here?

Tesla is facing tough trade winds and a shrinking customer base.

Barchart

NATO Deal Sparks 4% Jump in Palantir Stock—What’s Next?

Palantir stock rises 4% after a NATO AI deal and new U.S. Army contract ease funding fears. Here’s why analysts are turning bullish on PLTR.

MarketBeat

Apple could face a customer loyalty crisis if tariffs boost prices, says tech analyst

Customers in the U.S. are racing to buy iPhones before potential price increases.

Fortune

Trump’s tariff policy is like Debashish Mohanty’s swing – unpredictable and accidental

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…

Newslaundry

Apple fans won’t stay loyal if tariffs mean $2,000 iPhones, top analyst warns

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

Fortune

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International Business Times UK

Trump Adviser Slams Elon as 'Car Assembler' Over Tariff Dispute, Sparking Backlash from Tesla CEO

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

PC Gamer

The Trump tariff pendulum swings back to 'everything's normal' from 'everything's broken' again, with computers and other electronic devices now exempt from even the steep levies on China

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

Fortune

Trump's sudden tariff exemptions on key tech imports remove a 'doomsday scenario' for the industry, top analyst says

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

The Guardian - UK

$2,150 for an iPhone? Trump tariffs are ‘category 5 price storm’

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

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MarketBeat

Marvell Gets Tariff Lifeline But Expect More Volatility

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

Euronews

Trump wants iPhones to be made in the US. It's unlikely Apple will leave China despite his tariffs

Donald Trump is hoping Apple will return to the US to make its flagship products. Even with tariffs in place, there's little incentive for the tech giant to leave China.

Fortune

Apple airlifted 600 tons of iPhones to the U.S. to try to beat Trump’s tariffs as customers scramble to secure devices before possible price increases

The company produces most of its iPhones in China, which is subject to 145% tariffs.

Laptop

A U.S.-made iPhone could cost almost as much as AirPods made of pure gold

Your next iPhone might come at a sky-high price

Barchart

Tesla Faces a ‘Pivotal Moment of Truth.’ Can Elon Musk and Donald Trump Save the Day for TSLA Stock?

Investors are hoping CEO Elon Musk will step up the plate to stop the bleeding in TSLA shares.

Fortune

Apple CEO Tim Cook is facing the most daunting moment of his career, but the former COO might be uniquely suited to navigate a tariff meltdown

The supply-chain whisperer also has a track record of successful negotiations with President Donald Trump.

Kiplinger

Stock Market Today: Tariff Talks Drive Another Up-and-Down Day

Trade war negotiations are happening, but the "fear gauge" is gyrating, and investors, traders and speculators are still searching for signs of a bottom.

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