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☆ Apple: Here's why Wedbush's Dan Ives is bullish on the stock
▼ + stars: | 2024-05-03 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailApple: Here's why Wedbush's Dan Ives is bullish on the stockDan Ives, Wedbush Securities managing director, joins 'Squawk on the Street' to discuss Ives' overall thoughts on Apple's performance in China, when the company will see growth in China, and how vital Apple's next announcement will be.

Persons: Wedbush's Dan Ives, Dan Ives, Ives Organizations: Wedbush Securities Locations: China

☆ The next iPhone will probably feature AI — but Tim Cook still keeps us guessing
▼ + stars: | 2024-05-03 | by ( Beatrice Nolan | ) www.businessinsider.com time to read: +1 min

Tim Cook has said major AI announcements are coming. Analysts are hoping Apple's AI strategy can boost slumping iPhone sales. Wedbush's Dan Ives said Apple's AI efforts are set to drive a "supercycle" starting with the iPhone 16. Analysts pushed the Apple CEO to talk about its upcoming generative AI announcements on Thursday's earnings call — with very little success. Cook continued to keep a tight lid on all things AI, merely teasing big AI announcements in the "coming weeks."

Persons: Tim Cook, Wedbush's Dan Ives, —, Cook Organizations: Service, Apple, Business

☆ Tesla stock set to surge 10% on Elon Musk's China full self-driving 'home run'
▼ + stars: | 2024-04-29 | by ( George Glover | ) www.businessinsider.com time to read: +2 min

Tesla's stock price jumped 10% in Monday's premarket as traders reacted to Elon Musk's China trip. Musk seems to have won key support for rolling out Tesla's autonomous driving technology in China. The Wall Street Journal reported that China's government had signaled to Musk that it would support Tesla's full self-driving rollout. Signs of slowing demand in China have dragged on Tesla's stock price in recent months, although shares rallied last week after Musk's company said it planned to launch cheaper models in 2025. "Musk winning FSD approval in the key China market is a watershed moment for the Tesla story in our view," Ives said in a note seen by BI.

Persons: Wedbush's Dan Ives, —, Tesla, Elon Musk, Premier Li Qiang, Dan Ives, Ives Organizations: Service, Tesla, Baidu, Bloomberg, Premier, Street Journal, BI Locations: Monday's premarket, Elon Musk's China, China, Beijing

☆ Microsoft and Alphabet just proved AI boom has room to run
▼ + stars: | 2024-04-26 | by ( Lloyd Lee | ) www.businessinsider.com time to read: +3 min

Microsoft and Alphabet reported quarterly earnings that beat Wall Street's expectations. On Thursday, just off the heels of Meta's mixed first-quarter results that caused a dip on Wall Street, Microsoft and Alphabet just proved that there's money to be made off of artificial intelligence. However, the executive also made sure to highlight the contributions of Google Cloud, which now comes with generative AI services through Google's AI model, Gemini. Investors appeared pleased with Microsoft's and Alphabet's quarterly performance, which gave the companies a stock surge, as Wall Street continues to nurse a hangover from Meta's first-quarter report. "They have a goldmine of AI engineers and data, and now they're starting to monetize it," Ives said of Alphabet and Microsoft.

Persons: Wedbush's Dan Ives, —, Meta's, Sundar Pichai, Mercedes, Pichai, Ruth Porat, Satya Nadella's, Nadella, Microsoft's, Dan Ives, Ives Organizations: Microsoft, CNBC, Service, Google, Bayer, Cintas, Mercedes Benz, Walmart

☆ Watch CNBC’s full interview with Virtus’ Joe Terranova, Fundstrat’s Tom Lee and Wedbush's Dan Ives
▼ + stars: | 2024-04-25 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Virtus’ Joe Terranova, Fundstrat’s Tom Lee and Wedbush's Dan IvesVirtus’ Joe Terranova, Fundstrat’s Tom Lee and Wedbush's Dan Ives, join 'Closing Bell' to discuss whether markets have hit a landing, earnings, inflation and the Fed.

Persons: Virtus ’ Joe Terranova, Fundstrat’s Tom Lee, Wedbush's Dan Ives, Joe Terranova Organizations: Virtus ’, Wedbush's Dan Ives Virtus

☆ Alphabet bulls will 'sleep well at night with this quarter,' says Wedbush's Dan Ives
▼ + stars: | 2024-04-25 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAlphabet bulls will 'sleep well at night with this quarter,' says Wedbush's Dan IvesDan Ives, Wedbush Securities Managing Director, joins 'Closing Bell Overtime' to talk Alphabet earnings, the response to Big Tech earnings so far, what's ahead for the sector and more.

Persons: Wedbush's Dan Ives Dan Ives Organizations: Wedbush Securities, Big Tech

☆ Watch CNBC's full interview on Tesla earnings with Wedbush's Dan Ives and Gerber Kawasaki's Ross Gerber
▼ + stars: | 2024-04-23 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview on Tesla earnings with Wedbush's Dan Ives and Gerber Kawasaki's Ross GerberHosted by Brian Sullivan, “Last Call” is a fast-paced, entertaining business show that explores the intersection of money, culture and policy. Tune in Monday through Friday at 7 p.m. ET on CNBC.

Persons: Wedbush's Dan Ives, Gerber Kawasaki's Ross Gerber, Brian Sullivan, “ Organizations: CNBC

☆ Shelving Model 2 for Robotaxi could be a gamble that defines Tesla, says Wedbush's Dan Ives
▼ + stars: | 2024-04-19 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailShelving Model 2 for Robotaxi could be a gamble that defines Tesla, says Wedbush's Dan IvesDan Ives, Wedbush Securities managing director, joins 'Squawk on the Street' to discuss why Ives believes shelving Tesla's Model 2 for Robotaxi would be a considerable gamble, what would be a disaster of epic proportions, and more.

Persons: Wedbush's Dan Ives Dan Ives, Ives Organizations: Wedbush Securities

☆ This is a 'fork in the road' period for Musk and Tesla, says Wedbush's Dan Ives
▼ + stars: | 2024-04-17 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThis is a 'fork in the road' period for Musk and Tesla, says Wedbush's Dan IvesHosted by Brian Sullivan, “Last Call” is a fast-paced, entertaining business show that explores the intersection of money, culture and policy. Tune in Monday through Friday at 7 p.m. ET on CNBC.

Persons: Wedbush's Dan Ives, Brian Sullivan, “ Organizations: CNBC

☆ 10 things to watch in the stock market Friday, including bank earnings and portfolio stock price target bumps
▼ + stars: | 2024-04-12 | by ( Jeff Marks | ) www.cnbc.com time to read: +3 min

The bank reports $1.26 in earnings per share vs. $1.11 expected. A round of price target increases on Constellation Brands after its strong quarter and upside guide Thursday. Following the release and conference call, we reiterated our buy-equivalent 1 rating on shares and raised our price target to $300 from $270. A couple more price target cuts on Tesla . BMO starts coverage on the Novo Nordisk shares with a buy-equivalent outperform rating and a $163 per share price target.

Persons: Wells Fargo, Jefferies, Rosenblatt, Wells, Wedbush's Dan Ives, robotaxi, Eli Lilly, Jim Cramer's, Jim Cramer, Jim Organizations: Bank, JPMorgan, Citigroup, Constellation Brands, BMO, Devices, Arista Networks, Citi, EV, Boeing, Novo Nordisk, Jim Cramer's Charitable, CNBC Locations: China, Tesla, Wells Fargo

☆ Google's Arm-based chip is a 'flexing the muscles' moment, says Wedbush's Dan Ives
▼ + stars: | 2024-04-09 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailGoogle's Arm-based chip is a 'flexing the muscles' moment, says Wedbush's Dan IvesDan Ives, Wedbush Sr. Equity Research Analyst, joins 'Closing Bell Overtime' to discuss Google's new Arm-based chip, Alphabet hitting record highs, Apple's recent performance and more.

Persons: Wedbush's Dan Ives Dan Ives, Wedbush Organizations: Equity Research

☆ Tesla shares have tanked 34% this year. Investors raise doubts over whether the EV maker will return to form
▼ + stars: | 2024-04-07 | by ( Samantha Subin | ) www.cnbc.com time to read: +5 min

Disappointing investors Tesla's inability to meet estimates and boost demand for its models has spurrred the newfound skepticism. The comments from Wood came one day after her firm purchased nearly $40 million worth of Tesla shares. A lack of investor understanding of the value of these alternative businesses and their future contribution to Tesla profits is plaguing Tesla shares, according to Corestone Capital's Will McDonough. TSLA 1Y mountain Tesla shares over the last year "Valuing Tesla as a car company is akin to valuing Amazon as a book sale company," the investor said. "There are definitely concerns in the marketplace around demand" for Tesla vehicles, said Robert W. Baird senior research analyst Ben Kallo.

Persons: Tesla, Morgan Stanley, Adam Jonas, Wedbush's Dan Ives, Ives, Michael Sansoterra, Tim Pagliara, EVs, Sansoterra, that's, CNBC's Andrew Ross Sorkin, Cathie Wood, Wood, Brad Gerstner, Elon Musk, Corestone Capital's Will McDonough, Robert W, Baird, Ben Kallo, We're Organizations: Elon, Silvant Capital Management, Wall, Motors, Ford, Toyota, Silvant, Ark Investment Locations: U.S, China

☆ Apple focusing on home robots over AI would be a 'horror show' for the company, Wedbush's Dan Ives says
▼ + stars: | 2024-04-05 | by ( Jennifer Sor | ) www.businessinsider.com time to read: +3 min

download the appSign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. Read previewApple's recently announced foray into developing home robots could end up being a "horror show" for the company, according to Wedbush analyst Dan Ives. Ives thinks such a shift would be detrimental to Apple, which should instead be primarily focused on leaning into artificial intelligence. Even amid his concern around Apple's home robots, Ives remains bullish on the company's stock trajectory over the medium-term. But that projection hinges on Apple continuing to put its AI at the forefront of its priorities, the analysts suggested.

Persons: —, Dan Ives, Ives, Cook, Gene Munster, Munster, Apple Organizations: Service, CNBC, Bloomberg, Apple, Business, Department of Justice Locations: China, Cupertino

☆ Apple would be a 'horror show' if it 'actually spent money on robots', says Wedbush's Dan Ives
▼ + stars: | 2024-04-04 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailApple would be a 'horror show' if it 'actually spent money on robots', says Wedbush's Dan IvesHosted by Brian Sullivan, “Last Call” is a fast-paced, entertaining business show that explores the intersection of money, culture and policy. Tune in Monday through Friday at 7 p.m. ET on CNBC.

Persons: Wedbush's Dan Ives, Brian Sullivan, “ Organizations: CNBC

☆ Tesla can turn around its 'trainwreck' quarter if Elon Musk stops his distractions and takes back control, Wedbush's Dan Ives says
▼ + stars: | 2024-04-04 | by ( Jennifer Sor | ) www.businessinsider.com time to read: +3 min

Elon Musk could turn around Tesla's 'trainwreck into a brick wall," Wedbush's Dan Ives said. But better days ahead will hinge on Musk reining in his distractions and retaking control, Ives said. AdvertisementTesla may be able to turn things around after seeing a "nightmare" first quarter, according to Wedbush's Dan Ives. That's made the first quarter an "unmitigated disaster" for Tesla, Ives said in a recent note, also describing the last quarter as a "black eye" and a "trainwreck into a brick wall" for Tesla. In terms of 1Q, this was just a massively soft quarter," Ives said to BNN Bloomberg on Wednesday.

Persons: Elon, Wedbush's Dan Ives, Tesla, Ives, —, That's, We've, BNN, It's, Elon Musk's, Musk, Wedbush, Wells Organizations: Service, Tesla, BNN Bloomberg, Elon, JPMorgan Locations: China, Texas, Delaware, Wells Fargo

☆ Tesla first quarter deliveries were a 'disaster' and may mark turning point, Wedbush's Dan Ives says
▼ + stars: | 2024-04-02 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +2 min

Tesla 's big miss on first-quarter deliveries is raising alarm even among some of the stocks most strident supporters. Wedbush analyst Dan Ives, a long-time optimist about the automaker and its CEO Elon Musk, delivered a harsh review of the results on Tuesday morning. "While we were anticipating a bad 1Q, this was an unmitigated disaster 1Q that is hard to explain away. Otherwise, some darker days could clearly be ahead that could disrupt the long-term Tesla narrative," Ives said in a note to clients. "For Musk, this is a fork in the road time to get Tesla through this turbulent period otherwise troubling days could be ahead," Ives added.

Persons: Tesla, Dan Ives, Elon Musk, Ives, Musk, Wedbush Organizations: optimist, Tesla Locations: Tesla's Berlin, Delaware, Texas

☆ China needs Apple even as it tries to push foreign firms out, economist says
▼ + stars: | 2024-03-25 | by ( Filip De Mott | ) www.businessinsider.com time to read: +3 min

China is unlikely to push Apple out of the country, Shehzad Qazi of China Beige Book told CNBC. "In sectors where they think reliance on American firms — software, hardware, anything talked about — is going to become a national security threat, they want American companies out. "In essence Apple needs China and China needs Apple despite all the noise," he said. "With 90% of the supply chain cemented in China Apple will over time move some manufacturing to India, Vietnam, and other regions. However, the vast majority of its iPhone production and suppliers will remain in China and this trip was Apple essentially doubling down on China."

Persons: Shehzad Qazi, Wedbush's Dan Ives, —, Qazi, disinvestment, Dan Ives, Tim Cook, Ives Organizations: CNBC, Apple, Service, Micron, Intel, AMD, Wedbush Securities, China Development, China Apple Locations: China, Beijing, That's, India, Vietnam, Shanghai

☆ Now is the time for Reddit to 'walk the walk', says Wedbush's Dan Ives
▼ + stars: | 2024-03-20 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNow is the time for Reddit to 'walk the walk', says Wedbush's Dan IvesHosted by Brian Sullivan, “Last Call” is a fast-paced, entertaining business show that explores the intersection of money, culture and policy. Tune in Monday through Friday at 7 p.m. ET on CNBC.

Persons: Wedbush's Dan Ives, Brian Sullivan, “ Organizations: CNBC

☆ Apple's slump is a buying opportunity, says Wedbush's Dan Ives
▼ + stars: | 2024-03-05 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailApple's slump is a buying opportunity, says Wedbush's Dan IvesHosted by Brian Sullivan, “Last Call” is a fast-paced, entertaining business show that explores the intersection of money, culture and policy. Tune in Monday through Friday at 7 p.m. ET on CNBC.

Persons: Wedbush's Dan Ives, Brian Sullivan, “ Organizations: CNBC

☆ Apple pulling out of EV project was the right move, says Wedbush's Dan Ives
▼ + stars: | 2024-02-28 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailApple pulling out of EV project was the right move, says Wedbush's Dan IvesDan Ives, Wedbush Securities analyst, and Gil Luria, D.A. Davidson senior software analyst, joins 'Squawk on the Street' to discuss each analyst's take on Apple's move out of automobiles, any idea how much capital Apple put towards its electric vehicle ambitions, and much more.

Persons: Wedbush's Dan Ives Dan Ives, Gil Luria, D.A Organizations: Apple, Wedbush Securities, Davidson

☆ 4 reasons why Wall Street fears that Nvidia's hard-earned gains could go up in smoke
▼ + stars: | 2024-02-27 | by ( James Faris | ) www.businessinsider.com time to read: +8 min

In the last 15 months, Wall Street analysts have hailed generative AI as the most impactful innovation in decades and compared its theoretical impact to that of the internet. While the full impact of AI isn't clear yet, companies are under immense pressure to convince investors that they're not falling behind. "We can't envision any of these large cloud companies or consumer companies pulling back on AI spending anytime soon," Colello said. UBS"This is not always a harbinger of slowing revenue growth and a concentrated H200/B100 launch could be adding to near-term opex," Arcuri wrote in a recent note. AdvertisementDespite what Nvidia's recent performance suggests, Wall Street is notoriously tough to please.

Persons: —, Morgan Stanley, Steve Sosnick, Wedbush's Dan Ives, who's, Marcelli, they're, Sosnick, Brian Colello, Colello, They're, we're, Vivek Arya, Arya, Michael Landsberg, Landsberg, Jason Draho, Draho, Timothy Arcuri, Arcuri Organizations: Service, Wall Street, Business, Nvidia, Interactive, Bulls, Bank of America, Wedbush Securities, UBS, UBS Global Wealth Management, Morningstar, Landsberg Bennett, Wealth Management

☆ Jensen spoke and the market listened, says Wedbush's Dan Ives on Nvidia earnings
▼ + stars: | 2024-02-21 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailJensen spoke and the market listened, says Wedbush's Dan Ives on Nvidia earningsHosted by Brian Sullivan, “Last Call” is a fast-paced, entertaining business show that explores the intersection of money, culture and policy. Tune in Monday through Friday at 7 p.m. ET on CNBC.

Persons: Email Jensen, Wedbush's Dan Ives, Brian Sullivan, “ Organizations: Nvidia, CNBC

☆ 'Musk is the heart of Tesla', the board needs to act on a compensation package: Wedbush's Dan Ives
▼ + stars: | 2024-02-08 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email'Musk is the heart of Tesla', the board needs to act on a compensation package: Wedbush's Dan IvesHosted by Brian Sullivan, “Last Call” is a fast-paced, entertaining business show that explores the intersection of money, culture and policy. Tune in Monday through Friday at 7 p.m. ET on CNBC.

Persons: Tesla, Dan Ives, Brian Sullivan, “ Organizations: CNBC

☆ Microsoft's quarter should be 'printed off and put in the Louvre', says Wedbush's Dan Ives
▼ + stars: | 2024-01-30 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMicrosoft's quarter should be 'printed off and put in the Louvre', says Wedbush's Dan IvesHosted by Brian Sullivan, “Last Call” is a fast-paced, entertaining business show that explores the intersection of money, culture and policy. Tune in Monday through Friday at 7 p.m. ET on CNBC.

Persons: Wedbush's Dan Ives, Brian Sullivan, “ Organizations: CNBC

☆ Here's why Wedbush's Dan Ives slashed his 12-month stock price target for Tesla
▼ + stars: | 2024-01-26 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHere's why Wedbush's Dan Ives slashed his 12-month stock price target for TeslaDan Ives, managing director at Wedbush Securities, joins 'Closing Bell' to discuss Tesla and his outlook for the company.

Persons: Wedbush's Dan Ives, Tesla Dan Ives, Tesla Organizations: Wedbush Securities

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