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The Latest Breaking News from Daniel Ives

Taiwan Semiconductor Rides AI Wave To Double-Digit Revenue Gains in July

Taiwan Semiconductor Manufacturing Co (NYSE:TSM) on Friday reported consolidated net revenue of approximately 323.17 billion New Taiwanese dollars (roughly $10.66 billion) for July 2025, up 22.5% quarter-over-quarter, backed by the artificial intelligence frenzy.

Benzinga · Aug 8, 2025

Apple Wins Wall Street Backing As $600 Billion US Investment Eases Trump Tensions, Boosts Growth Plan

Apple (NASDAQ:AAPL) on Wednesday announced a new $100 billion commitment to increase investments in the U.S., bringing the company's total commitment up to $600 billion.

Benzinga · Aug 7, 2025

Rivian's Path To Profitability Gets Longer As Regulatory Changes Squeeze Margins

Rivian Automotive (NASDAQ:RIVN) shares declined on Wednesday after the electric vehicle manufacturer posted mixed second-quarter results and issued a downbeat outlook, prompting a round of price target cuts from Wall Street analysts.

Benzinga · Aug 6, 2025

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Buy IBM Stock On 'Short-Term Weakness,' Analyst Asserts After Q2 Performance

International Business Machines (NYSE:IBM) reported strong fiscal second-quarter 2025 results, beating Wall Street expectations across all primary metrics and reaffirming its full-year guidance.

Benzinga · Jul 24, 2025

General Motors Delivers Q2 Beat, Braces For Higher Tariff Pressures Ahead

Shares of General Motors Co (NYSE:GM) tanked in early trading on Wednesday, despite the company surpassing revenue and earnings estimates.

Benzinga · Jul 22, 2025

Apple Is Going To Surprise Wall Street, Says Tom Lee, As iPhone Maker 'Could Be Quietly Ready To Pounce On AI'

As Wall Street has been rallying behind the iPhone maker, led by Tim Cook, to dive into the artificial intelligence (AI) race, Fundstrat’s Tom Lee says that Apple Inc. (NASDAQ:AAPL) could be ready to surprise investors.

Benzinga · Jul 22, 2025

Nvidia, Tesla And Few Of Jim Cramer's 'PARC' Stocks Are 'Red Flag' For Market, JPMorgan Warns: What's The Smarter Trade Instead?

The recent surge in high-beta stocks, including those in Jim Cramer‘s ‘PARC’ acronym, has raised concerns among analysts. JPMorgan‘s strategist, Dubravko Lakos-Bujas, has issued a warning about the potential risks associated with this trend.

Benzinga · Jul 22, 2025

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Dan Ives Picks 5 Stocks For 2nd Half Of 2025: Nvidia, Palantir, Microsoft And More: 'Golden Age Of Tech Is Here With AI Revolution'

Tech bull Daniel Ives has listed his top five picks for the second half of 2025, reiterating that the “golden age of tech” was here with the artificial intelligence (AI) revolution to the fore.

Benzinga · Jul 17, 2025

Can Palantir Stock Hit $160 in 2025?

Palantir is gaining traction across government and enterprise fronts, with PLTR stock trading into premium territory. But can it punch past the $160 Street-high ceiling?

Barchart · Jul 17, 2025

Nvidia Is 'On A March To $5 Trillion' Market Capitalization, Says Dan Ives As He Predicts Bullish Environment For Tech And Crypto: 'Very Strong Second Half'

Wedbush analyst Daniel Ives delivered an optimistic outlook for Nvidia Corp. (NASDAQ:NVDA) and the broader tech and crypto markets, predicting a $5 trillion market capitalization for the tech giant led by Jensen Huang.

Benzinga · Jul 16, 2025

Dan Ives Bets On Cybersecurity As 'Biggest Subsector' In Tech For 2025; Expects Strong Q2 Earnings From CrowdStrike, Zscaler, Palo Alto, Check Point

Wedbush Securities analyst Daniel Ives has placed his bets on cybersecurity as the “biggest subsector” in the technology sector in 2025.

Benzinga · Jul 14, 2025

Palantir Stock Is Gaining Again On Monday: What's Going On?

Shares of Palantir Technologies Inc (NASDAQ:PLTR) are trading higher Monday, continuing a recent surge despite a lack of company-specific news for the session. The data analytics firm has seen its stock gain momentum following a series of positive developments and a bullish analyst outlook from last week. Here’s what investors…

Benzinga · Jul 14, 2025

Tesla Investment In xAI Hinges On Elon Musk Having 25% Voting Power: 'Level Is Key,' Says Dan Ives

Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk‘s push for a 25% voting power in the electric vehicle maker is pivotal for the company’s potential investment in xAI, according to Wedbush Securities analyst Daniel Ives.

Benzinga · Jul 14, 2025

Palantir Is The 'Next Oracle' On Trump-Backed AI Surge: Analyst

Palantir Technologies Inc. (NASDAQ:PLTR) is gaining momentum as a key player in the global AI space due to strong government-backed initiatives like Project Stargate under the Trump administration.

Benzinga · Jul 10, 2025

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Benzinga · Jul 10, 2025

Microsoft Headed For $4 Trillion Market Cap This Summer

As Nvidia (NASDAQ:NVDA) makes history by achieving a $4 trillion market capitalization, the spotlight shifts to Microsoft (NASDAQ:MSFT), which is poised to reach this same unprecedented milestone soon. This rapid ascent for both tech giants underscores the transformative power of the AI Revolution and Microsoft’s central role in shaping its…

The Guardian - US · Jul 9, 2025

Nvidia becomes first company to reach $4tn in market value

Ongoing surge in demand for AI technology fueled stratospheric rise of chipmaker’s value

Benzinga · Jul 6, 2025

Cuban's AI Prediction, IBM's Rise, Musk's New Hire And More: This Week In AI

As we wrap up another eventful week, the tech world continues to buzz with exciting news and predictions. From Mark Cuban‘s bold forecast about the future of AI to IBM‘s surprising performance, there’s plenty to catch up on. Let’s dive into the top stories that caught our attention over the weekend.

MarketBeat · Jul 4, 2025

The Apple Comeback Will Be Better Than the Setback

Apple stock now offers a significant price-performance gap compared to the Nasdaq-100 and S&P 500, allowing investors to profit at low risk.

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Benzinga · Jul 2, 2025

Dan Ives Urges Apple 'To Make A Move,' Saying That Perplexity Acquisition Is 'A No-Brainer': 'It's A Matter Of When And Not If'

Tech bull Daniel Ives has urged Tim Cook‘s Apple Inc. (NASDAQ:AAPL) to make quick moves and acquire Perplexity AI for its search engine.

Benzinga · Jun 26, 2025

Microsoft Is 'Playing Chess, And Others Are Playing Checkers:' Dan Ives Says MSFT Could Be A $5 Trillion Company In 18 Months

Tech bull Daniel Ives has predicted that Microsoft Corp. (NASDAQ:MSFT) is on the path to becoming a $5 trillion company in the next 18 months after he raised the stock’s price target to $600 apiece.

Benzinga · Jun 24, 2025

Dan Ives Says Iran-Israel Ceasefire Could Be 'Most Bullish Outcome' Yet For Wall Street Even As Both Sides Break Truce

Daniel Ives, the managing director at Wedbush Securities and a Wall Street veteran, labeled the reported ceasefire between Iran and Israel as “the most bullish outcome” for U.S. markets.

International Business Times · Jun 22, 2025

Tesla Expected To Launch Long-discussed Robotaxi Service

Tesla is expected to begin offering robotaxi service Sunday in Austin, an initial step that Elon Musk's backers believe could lead to the company's next growth wave.

Kiplinger · Jun 20, 2025

Stock Market Today: Stocks Chop as Chipmakers Decline

Several semiconductor stocks fell Friday on reports that the White House may consider revising license waivers for global chipmakers.

Fortune · May 12, 2025

U.S.-China deal signals Trump's team has an appetite for deescalation, leaving analysts wondering if this is a clean-up operation or longer term strategy

Markets are rallying this morning following Treasury Secretary Scott Bessent's announcement that China and the U.S. would both be dropping their tariff rates by 115% for 90 days.

Barchart · Apr 23, 2025

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?

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