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The Latest Breaking News from Dan Ives

What Microsoft’s earnings tell us about AI and cloud trends

The tech giant's latest earnings report is "front and center for tech investors across the Street," according to Wedbush analyst Dan Ives.

Fortune

Top AI Stocks To Watch as Wedbush Predicts Eye-Opening Q3 Earnings

Wedbush analyst Dan Ives believes Q3 tech earnings could lift the sector 12-15% higher, which means Wall Street may be underestimating the AI growth potential for leading stocks like Crowdstrike, Microsoft, Amazon, and others.

Barchart

3 areas Tesla’s new CFO must prioritize, according to Wedbush tech analyst Dan Ives

Investors want to know if Vaibhav Taneja, who succeeded Zachary Kirkhorn as CFO, can deliver, Ives says.

Fortune

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Disney execs consider radical shake-up as crisis hits centenary celebrations

Can Bob Iger make the House of Mouse sparkle again, despite its waning cinema clout, and the huge cost of keeping up with Netflix?

The Guardian - UK

Where Will Rivian Stock Be In 1 Year?

Rivian sold off sharply last week after announcing new capital raising plans, but most Wall Street analysts still have high hopes for the stock.

Barchart

Palantir Stock: An Underrated AI Growth Pick

Palantir just won over two big clients, but shares of the AI innovator still seem stuck. Is this an opportunity to scoop up the overlooked AI stock?

Barchart

Tesla’s Lackluster Phase Could Be Temporary, Says Bullish Analyst

Tesla Analyst Sees UAW Strike as Win-Win, Expects Strong Demand in China

Zenger

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Tesla unveils first quarter-on-quarter decline since 2020

The carmaker blamed the sequential decline on the upgrades to its manufacturing plants.

Fortune

Blockbuster report of OpenAI’s talks with iPhone designer Jony Ive about an AI hardware device suggests he ‘wants a front-row seat’ for the AI revolution, top analyst says

Although details on the product are scant, “Jony Ive is one of the genius minds of this generation,” says Wedbush Securities’ Dan Ives.

Fortune

Apple needs to bring the iPhone buzz back

Apple is expected to unveil several models of the iPhone 15, including two high-end iPhone Pros.

Fortune

‘Potential Nightmare’: Ford, GM Thrust In Difficult Situation That Could Benefit Tesla, Says Analyst

The potential strike by the United Auto Workers (UAW) union, which represents hourly workers at Detroit's big three automakers, could spell good news for Tesla Inc

Zenger

A UAW strike at Detroit’s Big 3 could be a ‘nightmare scenario’ for Ford and GM, top analyst Dan Ives warns

“The timing could not be worse,” the Wedbush Securities analyst wrote about what he considers a “very likely” work stoppage.

Fortune

New CNN CEO Mark Thompson once rescued the New York Times from the end of newspapers. Can he do the same with CNN as cable TV dies?

After a tumultuous past few years, CNN has tapped Thompson's proven ability to turn around news organizations.

Fortune

Tesla Supercharger Network To Become A Multi-Billion Dollar Business: Analyst

The Tesla Supercharger network might account for three to six percent of Tesla's global revenues as per a Wall Street analyst.

InsideEVs

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TechRadar

Amazon could soon deliver ESPN sports streaming – for an eye-watering price

Could Amazon – or even Apple – deliver ESPN’s streaming service? You may not care when you hear the rumored price.

Fortune

Nvidia earnings hailed as historic moment for tech, but some warn A.I. is reaching fever pitch—‘this level of hype is dangerous’

At the chipmaker's current stock price, revenue may need to jump 20% a year for the next two decades just to reward investors.

Chicago Sun-Times

Nvidia’s rising star gets even brighter with another stellar quarter propelled by sales of AI chips

Nvidia’s specialized chips powered the firm to second-quarter revenue of $13.51 billion, or $2.48 per share, more than nine times higher than the company made a year ago.

Barchart

Is Apple the Best Buyer for ESPN?

It's been almost a week since Wedbush analyst Dan Ives suggested Apple buy ESPN. There’s been plenty of talk on the subject. The question is whether Apple is the right buyer for the cable sports network.

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Fortune

Apple should buy ESPN from Disney for $50 billion, says analyst who calls a deal a ‘no brainer’

Disney’s CEO is searching for a ‘strategic partner’ for ESPN as he looks to adapt the sports network for the streaming era. Would he entertain an outright sale?

Fortune

It’s only ‘halftime of this new tech bull market'—expect the sector to soar as much as 15% by year end, top analyst Dan Ives says

Wedbush’s Ives sees the running of the bulls “raging into the next 12 to 18 months,” as A.I. is “starting to quickly prove it’s NOT a hype cycle.”

InsideEVs

Tesla Bull Sees Rivian As “One Of The Core EV Players Over The Next Decade

After posting its Q2 results, Rivian bumped its production guidance to 52,000 units for this year, up by 2,000 units from the previous estimate.

Barchart

Palantir Stock: Is this "AI Pure Play" a Buy or Sell After Earnings?

Palantir stock nosedived after earnings, suggesting recent AI enthusiasm is giving way to a potential valuation reset. Should investors risk buying the dip on this so-called "Messi of AI"?

Fortune

What drove the departure of Tesla's CFO Zach Kirkhorn?

Kirkhorn was a key part of Tesla's turnaround over the last five years, says Dan Ives of Wedbush Securities.

Fortune

Over $200 billion of Apple's market cap has been vaporized since Thursday. Here's what's going on

“The gravity of a challenging smartphone market particularly in developed regions that should continue…is a headwind for the stock,” UBS analyst David Vogt said.

Fortune

Why did Tesla CFO Zach Kirkhorn unexpectedly step down? 3 theories

Tesla surprised the Street with news of the departure of its longtime CFO.

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