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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTesla's Q3 conference call was the definition of a disaster, says Wedbush's Dan IvesDan Ives, Wedbush Securities analyst, joins 'Squawk on the Street' to discuss Tesla's latest earnings, what investors got wrong about Tesla's stock, and how Musk can put a line in the sand on price cuts given today's macroeconomy.
Persons: Wedbush's Dan Ives Dan Ives Organizations: Wedbush Securities
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailRivian's problem has been the execution of its business model, 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
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe're in the middle phases of the Tesla growth story, says Wedbush's Dan IvesDan Ives, Wedbush analyst, joins 'Power Lunch' to discuss the UAW strike and his bullish case for Tesla's stock.
Persons: Wedbush's Dan Ives Dan Ives Organizations: UAW
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWedbush's Dan Ives on why he's bullish on mega-cap tech going into Q4Dan Ives, Managing Director of Equity Research at Wedbush Securities, discusses the outlook for mega-cap tech stocks into year-end following their Q3 slump.
Persons: Dan Ives Organizations: Equity Research, Wedbush Securities
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMidnight is going to strike on UAW strike 'but there's no glass slipper', 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: UAW, CNBC
But Wedbush's Dan Ives says the fears are ' way overdone' as the ban could only impact 1% of iPhone sales in China. overdone' as the ban could only impact 1% of iPhone sales in China. There's also another reason why Beijing is unlikely to widen an iPhone ban in the country. China's ban on foreign phone brands in government agencies echoes similar restrictions in the US — such as a New York City ban on TikTok on government-owned devices. They've lost 6% since Wednesday after the news of China's iPhone ban broke.
Persons: Wedbush's Dan Ives, Dan Ives, Amit Daryanani, There's, Daryanani, They've, Evercore Organizations: Apple, Service, Investors, Wall Street Journal, Evercore ISI Locations: Beijing, China, Wall, Silicon, Washington, New York City
Apple stock has lost about $191 billion in market capitalization over the last two days. Apple stock declined as much as 5.1% on Thursday before paring some of its losses. Get the inside scoop on today’s biggest stories in business, from Wall Street to Silicon Valley — delivered daily. The losses come after China banned iPhone use for government officials while at work, the Wall Street Journal reported on Wednesday. AdvertisementAdvertisementAnd Goldman Sachs strategists published a note on Monday that the tech titan is poised to stay dominant moving forward.
Persons: paring, Wedbush's Dan Ives, Goldman Sachs Organizations: Service, Wall Street, Bloomberg, Apple, European Commission, Wednesday, Meta, Microsoft Locations: China, Wall, Silicon, Europe, Beijing
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailApple pullback in China will only mean 500,000 units at worst, says Wedbush's Dan IvesDan Ives, managing director of equity research at Wedbush Securities, joins 'Closing Bell' to discuss tech whether or not Apple's recent headwinds from China are overblown, the estimated valuation of Apple's services business and the case for China being a growth engine for Apple.
Persons: Wedbush's Dan Ives Dan Ives Organizations: Wedbush Securities, Apple Locations: China
A new tech bull market is coming, says Wedbush's Dan Ives
  + stars: | 2023-09-01 | 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 EmailA new tech bull market is coming, 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
Salesforce reported a 31.6% profit margin on Wednesday for its Q2 FY '24, raising annual guidance to 30%. Activist investor Starboard Value last year called on Salesforce to up its profit margins. A leaked plan said Salesforce aimed to deliver above a 30% margin by fiscal 2025. That plan outlined a goal to reach above 30% profit margins in fiscal 2025. Starboard noted that Salesforce should have profit margins of at least 30% — exactly what the company delivered Wednesday.
Persons: Salesforce, Marc Benioff, Benioff, It's, it's, Wedbush's Daniel Ives, Ives, Ellen Thomas Organizations: Morning, Oracle, Microsoft, ethomas Locations: Salesforce
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailSalesforce earnings will be a barometer for the rest of tech, says Wedbush's Dan IvesDan Ives, senior equity research analyst at Wedbush Securities, joins 'Closing Bell' to discuss Salesforce ahead of the company's earnings report after the bell.
Persons: Wedbush's Dan Ives Dan Ives Organizations: Wedbush Securities
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCharging infrastructure is the next stage of Tesla's monetization, says Wedbush's Dan IvesDan Ives, senior equity research analyst at Wedbush Securities, joins 'Closing Bell' to discuss his bull case for Tesla, Tesla's expansion into charging stations, and Elon Musk's growth strategy over profit.
Persons: Tesla's monetization, Wedbush's Dan Ives Dan Ives, Tesla Organizations: Wedbush Securities
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNvidia's A.I. use cases are what everyone's waiting to hear, says Wedbush's Dan IvesDan Ives, Wedbush Securities analyst, joins 'Squawk on the Street' to discuss Ives' price target for Nvidia, what happens if Nvidia disappoints in the company's earnings results, and more.
Persons: Wedbush's Dan Ives Dan Ives, Ives Organizations: Wedbush Securities, Nvidia
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIt's a matter of 'when not if' Apple buys ESPN, 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: Apple, ESPN, CNBC
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailA.I. is the biggest transformational tech trend we've seen in 30 years, says Wedbush's Dan IvesDan Ives, managing director of equity research at Wedbush Securities, joins 'Squawk on the Street' to discuss Ives' thoughts on artificial intelligence, use cases for the technology, and his parting thoughts on Apple ahead of its new cycle.
Persons: Wedbush's Dan Ives Dan Ives, Ives Organizations: Wedbush Securities
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDespite this week's pullback, we see tech stocks up 20% going in to 2024, says Wedbush's Dan IvesDan Ives, managing director of equity research at Wedbush Securities, joins 'Closing Bell' to discuss the pull back in tech stocks, increases in enterprise spending towards cloud and the case for a massive second half rally for tech stocks.
Persons: Wedbush's Dan Ives Dan Ives Organizations: Wedbush Securities
Investors should buy technology stocks ahead of a year-end rally, according to Wedbush's Dan Ives. Ives said Friday that the combination of solid second-quarter earnings and a less hawkish Fed should boost stock prices. "With the Fed waving the white flag on rate hikes, we see a green light risk-on environment into year-end," Ives said. "We firmly stick with our bullish call that a 12% to 15% [rally] in tech stocks will be in the cards heading into year-end as the new tech bull market has begun," Ives said. That strength in AI should help boost technology stocks, as should a less hawkish Fed.
Persons: Wedbush's Dan Ives, Ives, Dan Ives, headwinds Organizations: Service, Nasdaq, Microsoft, Apple, Fed Locations: Wall, Silicon, Rome
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe are in a fourth industrial revolution, says Wedbush's Dan Ives on LK-99 hypeDan Ives, Wedbush Securities managing director, joins 'Last Call' to talk rumors of the LK-99 semiconductor, A.I. hype and more.
Persons: Wedbush's Dan Ives, Dan Ives Organizations: LK, Wedbush Securities
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWedbush's Dan Ives lays out his expectations for tech earnings this weekDan Ives, Managing Director of Equity Research at Wedbush Securities, discusses his expectations for Apple and Amazon earnings.
Persons: Dan Ives Organizations: Equity Research, Wedbush Securities, Apple
Wedbush's Dan Ives explains why Palantir is the 'Messi of A.I.'
  + stars: | 2023-07-28 | 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 EmailWedbush's Dan Ives explains why Palantir is the 'Messi of A.I.' Dan Ives, managing director of equity research at Wedbush Securities, and CNBC's Steve Kovach join 'The Exchange' to discuss Palantir's path to monetizing AI, the use cases for AI in the battlefield, and Palantir expanding from government to commercial with AI.
Persons: Dan Ives, Palantir, Messi, A.I, Steve Kovach Organizations: Wedbush Securities
Palantir stock is headed to $25 a share as the company builds an AI "fortress," Wedbush said. The company will be a major player in the AI boom in the next decade, the firm said. "As we begin the 4th Industrial Revolution, Palantir is engaging in the widespread trend of various industries leveraging recent generative AI innovations to streamline operations and improve expense profiles," the Wedbush analysts wrote. "This is early innings on a sum-of-the-parts AI story just on the cusp on monetizing this massive green field AI opportunity," it predicted. Palantir CEO Alex Karp has been a vocal proponent of the rapid development of AI even in the face of risks associated with the technology.
Persons: Wedbush, Wedbush's Dan Ives, Palantir, Messi, Ives, Lionel Messi, Alex Karp Organizations: Service, Wedbush Securities, New York Times Locations: Wall, Silicon, Tel, Argentine
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIt's a black eye for the FTC, says Wedbush's Dan Ives on FTC losing bid to pause Microsoft dealWedbush's Dan Ives joins 'Last Call' to his take on the FTC losing its bid the pause the Microsoft-Activision merger.
Persons: Wedbush's Dan Ives Organizations: FTC, Microsoft, Activision
Headline inflation eased to just 3% in June, marking the lowest inflation reading in 2 years. Core inflation, meanwhile, posted a year-per-year increase of 4.8% last month, below the expected 5%. Meanwhile, core CPI, which excludes volatile food and energy prices, rose 4.8% year-per-year, below economists' estimates of a 5% increase. The AI revolution is here and will spark a 15% rally in tech stocks, according to Wedbush's Dan Ives. A recession is looking less likely as inflation cools and the job market stays resilient, according to top economist Paul Krugman.
Persons: Neil Birrell, Ray Dalio, Wedbush's Dan Ives, Paul Krugman Organizations: Service, of Labor Statistics, Federal Locations: Wall, Silicon
A.I. is having a 1995 moment, says Wedbush's Dan Ives
  + stars: | 2023-07-11 | 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 EmailA.I. is having a 1995 moment, says Wedbush's Dan IvesDan Ives, Wedbush analyst, joins 'Closing Bell' to discuss his tech playbook ahead of earnings season.
Persons: Wedbush's Dan Ives Dan Ives
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailRivian is in the early days of a massive growth story, says Wedbush's Dan IvesDan Ives, Wedbush managing Director, joins 'Last Call' to discuss his bullish take on Rivian.
Persons: Wedbush's Dan Ives Dan Ives, Wedbush
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