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The Latest Breaking News from Dan Ives

Microsoft On Path To $5 Trillion Market Cap: Analyst Says 'AI Revolution Hits Next Gear'

Microsoft Corporation (NASDAQ:MSFT) highlighted AI and cloud growth during its first-quarter financial results. Here's what analysts are saying about the quarter and what comes next.

Benzinga

Nvidia Hits $5 Trillion: Is This The Next Dot-Com Bubble Or AI Gold Rush? The 56x Return Investor Speaks

As chipmaker NVIDIA Corp. (NASDAQ:NVDA) surges past $5 trillion in market capitalization, several prominent analysts have reacted to the stock’s unrelenting rally, amid growing concerns regarding its sustainability and speculations of an AI bubble.

Benzinga

Mark Zuckerberg Is A 'Wartime CEO' And Leading Meta Into Next Stage Of AI Revolution, Says Dan Ives — Stock Sell-Off Is Short-Sighted

Meta Platforms Inc. (NASDAQ:META) saw its stock tumble 7.37% in after-hours trading on Wednesday following its earnings release, but Wedbush analyst Dan Ives believes the pullback misses the bigger picture.

Benzinga

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Elon Musk's Tesla Fleet Dream—AWS On Wheels

Tesla, Inc. (NASDAQ:TSLA) CEO Elon Musk is full of transformational ideas — but he’s "increasingly confident" one of them could work.

Benzinga

Dan Ives' AI ETF Rockets To $1 Billion In 5 Months — ARKK Took A Year

Wedbush Securities' Dan Ives has quietly pulled off what few on Wall Street could — launching an AI-themed ETF that hit $1 billion in assets in under six months – the Dan IVES Wedbush AI Revolution ETF (NYSE:IVES).

Benzinga

Apple Q4 Preview: iPhone 17 Fuels Earnings Optimism As Stock Hits All-Time Highs

Technology giant Apple Inc (NASDAQ:AAPL) will share initial demand and revenue figures for the iPhone 17 when the company reports fourth-quarter financial results Thursday after market close.

Benzinga

Elon Musk’s ‘polarizing and partisan actions’ may have cost Tesla more than 1 million U.S. EV sales, Yale study finds

“The easiest thing to say is, don’t antagonize your core customers,” Yale economist and study author Kenneth Gillingham said.

Fortune

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Waymo CEO Takes Swipe At Tesla As Elon Musk Predicts Robotaxis Will Go Driverless By End Of 2025: '...Not Doing What's Necessary'

Alphabet Inc.'s (NASDAQ:GOOGL) (NASDAQ:GOOG) autonomous cab service Waymo CEO Tekedra Mawakana took a swipe at Tesla Inc. (NASDAQ:TSLA) and its autonomous driving pursuits as the Robotaxi race heats up in the U.S.

Benzinga

Musk's $1 Trillion Pay Package Faces 'Near Zero Chance' Of Rejection, Says Gary Black — Investors Should Approve Or 'Lose The Vision,' Says Tom Nash

Gary Black, managing partner at The Future Fund, believes Tesla Inc. (NASDAQ:TSLA) shareholders are overwhelmingly likely to approve CEO Elon Musk's proposed, nearly $1 trillion pay package at the upcoming November 6 meeting.

Benzinga

Weekend Round-Up: Ford's EV Forecast, Tesla's Robotaxi Threat, Quantumscape's Solid-State Vision And More…

The past week in the tech and auto sectors was nothing short of eventful. From Ford Motor Co. CEO’s prediction of a slowdown in EV adoption to Tesla Inc. posing a significant threat to Uber with its robotaxi, the industry was abuzz with news. Let’s dive into the top stories of the week.

Benzinga

Dan Ives Says Tesla Robotaxi Is 'Biggest Competitive Threat' To Uber, Predicts Optimus Robots Would Be In People's Houses In '2 To 3 Years'

Wedbush Securities' investor and Tesla Inc. (NASDAQ:TSLA) bull Dan Ives thinks that the EV giant's robotaxis can pose a major threat to Uber Technologies Inc.'s (NYSE:UBER) business amid robotics and autonomous push. He had earlier called Tesla the most "undervalued" name in AI.

Benzinga

Tesla's Q3 Earnings Divide Analysts, But Dan Ives Says 'The Worst Is In The Rearview Mirror' For The 'Most Undervalued' Name In AI

Tesla Inc.'s (NASDAQ:TSLA) third-quarter results have sparked a range of reactions from Wall Street, with some analysts calling the report a turning point and others urging caution on near-term expectations.

Benzinga

Tesla Profits Tumble On Higher Costs, Tariff Drag

Tesla reported a hefty drop in profits Wednesday, citing a drag from tariffs and other expenses that more than offset a lift from increased auto sales.

International Business Times

What's Going On With Tesla Stock Wednesday?

Tesla, Inc. (NASDAQ:TSLA) shares are in the spotlight on Wednesday ahead of third-quarter earnings, which are due after the market close.

Benzinga

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Benzinga

Baidu Pushes Driverless Ambitions With PostBus Deal In Switzerland

Baidu, Inc. (NASDAQ:BIDU) has advanced its global autonomous driving ambitions by announcing a strategic partnership between its ride-hailing subsidiary, Apollo Go, and PostBus, the principal public transport operator of Swiss Post.

Benzinga

Tesla Q3 Preview: Is The EV Story Over? These Are 3 Key Areas To Watch

Third-quarter earnings from Tesla Inc (NASDAQ:TSLA) after the market close Wednesday could serve as a bellwether for the electric vehicle sector and overall technology sector as the first Magnificent 7 stock to report in this earnings season.

Benzinga

Dan Ives Predicts Apple's Next Catalyst After iPhone 17 Surge As Cupertino Advances Toward The $4 Trillion Club

As Apple Inc. (NASDAQ:AAPL) comes closer to joining the $4 trillion market cap club, Wedbush analyst Dan Ives predicts the next big catalyst for the iPhone-maker.

Benzinga

Tesla Worth $3 Trillion? Dan Ives Says Autonomous, Robotics Roadmaps Are Keys

Tesla Inc (NASDAQ:TSLA) could provide more details on future electric vehicle demand and how autonomous vehicles and robotics production is ramping up when the company reports third-quarter financial results Wednesday, after market close.

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Benzinga

Cathie Wood Says Elon Musk's New Tesla Pay Package Will 'Win Decisively' Despite Opposition: 'Sad, If Not Damning…'

ARK Invests' CEO Cathie Wood believes that Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk's trillion-dollar pay package will be approved during the shareholder meeting next month.

Benzinga

Dan Ives Says Robotaxi Rollout Across US, xAI Investment And Elon Musk's Pay Packet Will Be 'Major Focus' Of Tesla Earnings Call

Wedbush Securities investor and Tesla Inc. (NASDAQ:TSLA) bull Dan Ives is optimistic about the approval of CEO Elon Musk's new pay package during next month's shareholder meeting ahead of the automaker's third-quarter earnings call on Wednesday.

Benzinga

Dan Ives Says It's Only 10:30 PM At AI Party And We're In 'The Second Inning' Of A Trillion-Dollar Revolution

Wedbush Securities' Dan Ives, one of Wall Street's most outspoken tech bulls, says the artificial intelligence boom is still in its early stages — about 10:30 p.m. at the AI party — as trillions in global investment pour into what he calls the "fourth industrial revolution."

Barchart

Why Microsoft Stock May Be the First $5 Trillion Giant

Microsoft has the financial and technological engine to sustain long-term compounding growth.

Barchart

Wedbush Sees an AI M&A Boom Ahead: 3 Prime Takeover Targets

The analyst believes the next innings in the AI revolution will be written with mergers and acquisitions.

Benzinga

Tech Stocks Are In A '1996 Moment,' Not A 1999-Style Bubble, Dan Ives Says

The AI trade isn't topping out — it's just warming up. That's the message from Wedbush Securities analyst Dan Ives, who argues the recent pullback in Big Tech is a buying opportunity, not the start of a dot-com-style bust. In his view, this is "a 1996 Moment… and NOT a…

Benzinga

Eightco Holdings Launches AI Authentication Program To Transform Enterprise Security

Eightco Holdings Inc. (NASDAQ:ORBS) shares moved higher on Friday after the company announced the launch of a new pilot program to develop advanced AI authentication solutions for enterprises, targeting new approaches to tackle emerging identity and verification challenges as organizations expand their use of artificial intelligence.

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