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The Latest Breaking News from Dan Ives

Elon Musk Snubs Trump Event, Google Hit With $425 Million Privacy Payout, Dan Ives Sees Apple-Gemini AI 'Dream Scenario' — This Week In Tech

The weekend was a whirlwind of tech and political news, with major players like Elon Musk and President Donald Trump making headlines. From Musk’s missed White House invitation to Trump’s tariff warning to foreign chipmakers, the tech world was abuzz with developments. Let’s dive into the top stories.

Benzinga

Apple Plans Siri AI Upgrade To Outpace Perplexity As Wall Street Pushes $30 Billion Buyout: Report

Apple Inc. (NASDAQ:AAPL) is reportedly developing its own artificial intelligence-powered web search tool, internally dubbed “World Knowledge Answers,” for integration into Siri by 2026.

Benzinga

Frustrated Wall Street analysts want Apple to buy Perplexity. It’s reportedly planning to beef up Siri to beat it instead

Apple has historically preferred organic growth to large strategic acquisitions.

Fortune

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Dan Ives Says Apple And Google Could 'Walk Down The Aisle' On Bigger Gemini AI Partnership After Antitrust Win: 'Dream Scenario'

Alphabet Inc.'s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google should look for a new chapter in artificial intelligence collaboration with Apple Inc. (NASDAQ:AAPL) after its courtroom victory over the Department of Justice, according to Wedbush analyst Dan Ives.

Benzinga

Google Stock Roars Back After 'Government Folds Like Cheap Suit'

Wall Street's sentiment on Alphabet, Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG) has turned sharply positive following Tuesday's long-anticipated ruling in the DOJ search antitrust case, with the decision largely favoring the company relative to investor expectations.

Benzinga

Apple Gets 'Home Run Ruling' In Google Antitrust Case: Analyst Says 'Monster Win' For Both Mag 7 Stocks

Shares of both Alphabet Inc (NASDAQ:GOOG)(NASDAQ:GOOGL) and Apple (NASDAQ:AAPL) are trading higher on Wednesday after a ruling from a U.S. judge.

Benzinga

Google Ruling A 'Huge Win' For Big Tech, Says Dan Ives, Munster Labels Regulator's Bark 'Bigger' Than Bite — Alphabet Stock Soars After Hours

Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) surged in after-hours trading after a federal judge ruled the company will not have to divest its Chrome browser or Android operating system in a landmark antitrust case, prompting praise from Wall Street analysts and sharp criticism from Sen. Elizabeth Warren (D-Mass.).

Benzinga

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Nvidia Is 'Going To $5 Trillion' Says Dan Ives, But This Expert Says If 'AI Turns Out To Be Just A Bubble,' NVDA May Collapse

Following a strong second-quarter earnings report, Wedbush analyst Dan Ives projects a monumental rise in the AI chipmaker Nvidia Corp.‘s (NASDAQ:NVDA) market capitalization, while others, like B2PRIME Group’s Alex Tsepaev, warn of a potential collapse if the artificial intelligence boom fails to deliver on its revolutionary promise.

Benzinga

Intel receives $5.7bn as Trump administration buys 10 percent stake

CFO David Zinsner has also downplayed concerns that Intel’s manufacturing arm could fall under outside control.

Al Jazeera

Nvidia Q2 Guidance Shows Demand Outstrips Supply For 'New Oil And Gold Of AI Revolution'

Nvidia Corporation (NASDAQ:NVDA) analysts are highlighting the company's growth in the second quarter and pending opportunity as China regulations become clear.

Benzinga

Following Nvidia’s Earnings, a Top Analyst Says the AI ‘Boom Is Just Starting’

Nvidia’s earnings beat, analyst upgrades, and AI momentum suggest the stock’s growth story is far from over.

Barchart

Nvidia Stock Falls Over 2% In Thursday Pre-Market, Dan Ives Says Any Decline Is A Clear 'Buying Opportunity'

Shares of Nvidia Corporation (NASDAQ:NVDA) fell 2.01% during the pre-market trading session on Thursday after the company logged no revenue from H20 chip sales in China.

Benzinga

Stock Market Today: Nvidia Drags Down Nasdaq Futures, Dow Trades Higher—Dollar General, Dell, Best Buy In Focus (UPDATED)

Editor’s Note: The future prices of benchmark tracking ETFs, the lede, and the latest economic releases were updated in the story.

Benzinga

Nvidia Stock Slips Over 3% After Q2 Report — Gene Munster Says Street's Underestimating Company, Dan Ives Notes Demand For AI Chips 'Not Slowing Down

On Wednesday, Nvidia Corporation (NASDAQ:NVDA) reported better-than-expected second-quarter results. Still, shares dipped in after-hours trading as Wall Street analysts said investors may be missing the chipmaker's longer-term AI growth story.

Benzinga

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The Guardian - US

Nvidia sets fresh sales record amid fears of an AI bubble and Trump’s trade wars

Despite surpassing Wall Street expectations for its AI chips, company shares drop 2.3% in after hours trading

Benzinga

Serve Robotics Stock Is Surging Today: What's Driving The Action?

Serve Robotics Inc (NASDAQ:SERV) shares are trading higher Wednesday after Wedbush initiated coverage on the stock, suggesting shares have plenty of room to run.

Benzinga

MongoDB Scores Best Day Ever After Earnings Beat—Here's What Wall Street Thinks

MongoDB Inc. (NASDAQ:MDB) is enjoying its biggest one-day rally since going public in 2017.

Benzinga

Nvidia Q2 Preview: 'Saying This Is The Most Important Stock In The World Is An Understatement' (CORRECTED)

CORRECTION: Nvidia’s stock price in the price action section was incorrect. It has been corrected/updated.

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news in one place.

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Benzinga

Dan Ives Predicts 'Flex The Muscles' Nvidia Earnings Moment And Gene Munster Bets On Robotics Boom Amid Q3 Guidance Skepticism

Nvidia Corp. (NASDAQ:NVDA) is set to report earnings on Aug. 27, and while some analysts warn its outlook for the next quarter could fall short of lofty expectations, bullish voices like Wedbush's Dan Ives and Deepwater's Gene Munster say the AI powerhouse is only getting started.

Benzinga

OpenAI's ChatGPT Leverages Google Data For Real-Time Answers, Despite Plans To Rival The Search Engine Giant: Report

OpenAI’s ChatGPT, a potential competitor to Google‘s (NASDAQ:GOOG) (NASDAQ:GOOGL) search engine, has been using data from Google Search to answer real-time queries, a recent report reveals.

Benzinga

Palantir Is The 'Messi Of AI'—Until You Look At Databricks

Wedbush analyst Dan Ives has dubbed Palantir Technologies Inc (NASDAQ:PLTR) the "Messi of AI"—a generational playmaker in the data game, with elite vision and impossible-to-replicate instincts. But even Lionel Messi, widely hailed as the GOAT, can get outpaced by a younger phenom. Enter Databricks, the $100 billion private-market rocket that…

Benzinga

Elon Musk's $29 Billion Tesla Pay Package Sparks Investor Revolt As Major Shareholder Group Demands NASDAQ Probe

The SOC Investment Group has called for a formal investigation by NASDAQ into Tesla Inc. (NASDAQ:TSLA) regarding a recent $29 billion equity grant to CEO Elon Musk.

Benzinga

PLTR Stock Has Declined Over 15% In Past 5 Sessions, But This Tech Bull Says Palantir Remains 'Favorite'

Despite a sharp sell-off that has seen Palantir Technologies Inc. (NYSE:PLTR) shares plummet nearly 15% in the last five sessions, Wedbush Securities analyst Dan Ives is urging investors to see the dip as a buying opportunity.

Latin Times

Musk Reportedly Stops Push To Create New Political Party To Stay On Good Side Of Prominent Republicans

Elon Musk has reportedly stopped his push to create a new political party to stay on the good side of prominent Republicans, including Vice President JD Vance, who he plans to back in the next presidential election

Benzinga

China Doesn't Need Nvidia? Futurum CEO Calls That 'Next-Level Nonsense' — Dan Ives Reacts With A Fiery Response

On Tuesday, Daniel Newman, CEO of Futurum Group, dismissed the idea that China can move on without Nvidia Corporation (NASDAQ:NVDA).

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