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☆ Salesforce earnings will be a barometer for the rest of tech, says Wedbush's Dan Ives
▼ + stars: | 2023-08-30 | 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 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

☆ Nvidia jumps amid rally in tech. Here's what the pros have to say
▼ + stars: | 2023-08-29 | by ( Christina Falso | ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNvidia jumps amid rally in tech. Here's what the pros have to sayTom Lee of Fundstrat Global Advisors, Dan Ives of Wedbush Securities and Jim Lebenthal of Cerity Partners discussed Nvidia after the stock rallied Tuesday and Morgan Stanley reiterated the name as overweight.

Persons: Tom Lee, Dan Ives, Jim Lebenthal, Morgan Stanley Organizations: Nvidia, Fundstrat Global Advisors, Wedbush Securities, Cerity Partners

☆ Nvidia and tech stocks will 'rip higher' into second half of 2023, says Wedbush's Ives
▼ + stars: | 2023-08-29 | 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 EmailNvidia and tech stocks will 'rip higher' into second half of 2023, says Wedbush's IvesDan Ives, Wedbush Securities, joins 'Squawk on the Street' to discuss Ives' thoughts on the market environment for tech stocks, the concerns around Nvidia's stock reaction to earnings, and a name of the mega-cap tech stocks Ives would rate as underweight.

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

☆ Charging infrastructure is the next stage of Tesla's monetization, says Wedbush's Dan Ives
▼ + stars: | 2023-08-25 | 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 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

☆ CNBC Daily Open: Nvidia underpromises and massively overdelivers
▼ + stars: | 2023-08-24 | by ( Yeo Boon Ping | ) www.cnbc.com time to read: +3 min

David Paul Morris | Bloomberg | Getty ImagesThis report is from today's CNBC Daily Open, our new, international markets newsletter. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. A year ago, Nvidia CEO Jensen Huang promised investors the company is "navigating our supply chain transitions in a challenging macro environment and we will get through this." Hum goes on to suggest it's possible that, three months later, Nvidia reports revenue of $18 billion to $19 billion. That's almost $3 billion more than the $16 billion Nvidia said it expects.

Persons: Jensen Huang, David Paul Morris, bluster, Dan Ives, Robert Hum, Chaim Siegel, Elazar, —, Kif Leswing Organizations: Nvidia, Bloomberg, Getty, CNBC, Wedbush Securities, Elazar Advisors Locations: Las Vegas

☆ Stock futures climb as Nvidia beats Wall Street earnings estimates: Live updates
▼ + stars: | 2023-08-23 | by ( Brian Evans | ) www.cnbc.com time to read: +2 min

Stock futures ticked higher on Wednesday, with investors focusing on key second-quarter results from chipmaker Nvidia to gauge whether the AI excitement is more than just hype. S&P 500 futures climbed 0.5% while Nasdaq 100 futures gained 0.7%. All eyes on Wall Street were keenly awaiting Nvidia's second-quarter results after the closing bell, and it didn't disappoint. That topped the average analyst estimate from Refinitiv of $2.09 per share in profits and $11.22 billion in revenue. Investors also await comments from Federal Reserve Chair Jerome Powell from Jackson Hole, Wyoming, on Friday, which Wall Street hopes will provide insight toward the path of benchmark interest rates.

Persons: Dan Ives, Jerome Powell, Jackson Organizations: New York Stock Exchange, Stock, Nvidia, Nasdaq, Dow Jones, Wedbush Securities, Taiwan Semiconductor, AMD, Marvell Technology, Investors, Federal Locations: Jackson Hole , Wyoming

☆ Nvidia set the market alight last quarter. Can it repeat the trick?
▼ + stars: | 2023-08-23 | by ( Krystal Hur | ) edition.cnn.com time to read: +5 min

CNN —Artificial intelligence darling Nvidia’s upcoming earnings report could be a boost or a drag on a market already mired in the summer doldrums. Nvidia reached a $1 trillion market cap in May, becoming the ninth company to achieve that milestone. Tech stocks rose on Monday, indicating optimism among investors about Nvidia’s earnings. The tech-heavy Nasdaq Composite index on Monday gained 1.6%, marking its biggest one-day jump this month and stalling the recent sell-off in tech stocks. Tech stocks faltered somewhat on Tuesday, as weak retail earnings and elevated Treasury yields put pressure on stocks.

Persons: Jensen Huang, Phillip Toews, that’s, …, ”, Louis Navellier, Dan Ives, Jerome Powell, Anna Bahney, Read, Clare Duffy, —, X Organizations: CNN Business, Bell, CNN, Nvidia, Toews Asset Management, US Federal Reserve, Apple, Meta, Microsoft, Tesla, Navellier, Associates, Tech, Nasdaq, Wedbush Securities, Federal, Kansas City, Dow Jones, National Association of Realtors, NAR, Homeowners, Twitter Locations: Jackson Hole , Wyoming, Northeast, Midwest, West

☆ Nvidia's A.I. use cases are what everyone's waiting to hear, says Wedbush's Dan Ives
▼ + stars: | 2023-08-21 | 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 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

☆ Palo Alto Networks soars 15% after earnings report. What the pros say to do next
▼ + stars: | 2023-08-21 | by ( Joshua Natoli | ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailPalo Alto Networks soars 15% after earnings report. What the pros say to do nextJim Cramer, Dan Ives of Wedbush Securities, Joe Terranova of Virtus Investment Partners and Steve Weiss of Short Hills Capital discussed Palo Alto Networks after the cybersecurity company reported better-than-expected earnings.

Persons: Jim Cramer, Dan Ives, Joe Terranova, Steve Weiss Organizations: Wedbush Securities, Virtus Investment Partners, Short Hills Capital, Palo Alto Networks

☆ It's a matter of 'when not if' Apple buys ESPN, says Wedbush's Dan Ives
▼ + stars: | 2023-08-16 | 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 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

☆ A.I. is the biggest transformational tech trend we've seen in 30 years, says Wedbush's Dan Ives
▼ + stars: | 2023-08-15 | 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 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

☆ Mark Zuckerberg calls off Elon Musk cage match: 'If Elon ever gets serious ... he knows how to reach me'
▼ + stars: | 2023-08-14 | by ( Nicolas Vega | ) www.cnbc.com time to read: +3 min

Mark Zuckerberg is tired of waiting around for his cage match with Elon Musk. "I offered a real date. [UFC president] Dana White offered to make this a legit competition for charity," Zuckerberg posted on Threads, the Twitter rival whose creation started the beef in the first place. "If Elon ever gets serious about a real date and official event, he knows how to reach me." Musk doesn't want Zuckerberg to have the upper hand in the when, where and how this fight happens."

Persons: Mark Zuckerberg, Elon Musk, Zuckerberg, Dana White, Elon, Musk, Walt Mossberg, Musk texted Zuckerberg, Dan Ives, that's, Warren Buffett Organizations: Elon, Facebook, UFC, Twitter, Meta, CNBC, Wedbush Securities Locations: Italy, Rome

☆ Buy tech stocks now as solid 2nd-quarter earnings will power a 15% rally into year-end, Wedbush says
▼ + stars: | 2023-08-11 | by ( Matthew Fox | ) www.businessinsider.com time to read: +3 min

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

☆ Despite this week's pullback, we see tech stocks up 20% going in to 2024, says Wedbush's Dan Ives
▼ + stars: | 2023-08-11 | 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 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

☆ Threads doesn't seem to be catching on — and X is losing some once-loyal users. Gen Zers share what they think is missing.
▼ + stars: | 2023-08-09 | by ( Jordan Hart | ) www.businessinsider.com time to read: +5 min

Threads is struggling to retain users, and X is losing popularity among some Gen Zers. Two Gen Zers say social media is about building an online community with those who share your views. When Threads first launched, some Gen Zers shared their excitement for Threads' potential to be the "go-to social media platform for venting and sharing among Gen Z." Insider contacted more Gen Zers to learn their opinions on Threads and find out what attracts them to the apps they use daily. Rose said the text-based X app is for her inner thoughts, while image-based Instagram is for catching up with old friends.

Persons: Zers, Elon Musk's

☆ Palantir's A.I. ambitions divide analysts. A bull and bear make their cases
▼ + stars: | 2023-08-08 | by ( Sheila Chiang | ) www.cnbc.com time to read: +1 min

Alex Karp, chief executive officer of Palantir Technologies Inc., speaks during the 2023 CERAWeek by S&P Global conference in Houston, Texas, US, on Tuesday, March 7, 2023. Palantir Technologies raised its annual revenue target on Monday as it sees an opportunity to commercialize AI, but not all analysts are convinced. On Monday, CEO Alex Karp said Palantir's aim is to make money from AI, instead of merely producing tools that write computer-generated poetry. "We will figure out how to monetize it," Karp said, referring to Palantir's artificial intelligence platform, or AIP. Dan Ives, managing director at Wedbush Securities, is bullish on Palantir's AI ambitions.

Persons: Alex Karp, Karp, Dan Ives, That's, Ives, Palantir Organizations: Palantir Technologies Inc, P Global, Palantir Technologies, AIP, Wedbush Securities, U.S . Special Operations Command Locations: Houston , Texas, CNBC's

☆ Palantir is the best 'pure play A.I. name,' investment firm says
▼ + stars: | 2023-08-08 | 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 EmailPalantir is the best 'pure play A.I. name,' investment firm saysDan Ives of Wedbush Securities explains why he thinks Palantir Technologies will be one of the core artificial intelligence names in the coming years.

Persons: Dan Ives, Palantir Organizations: Wedbush Securities

☆ Apple's service performance could see double-digit growth in 2024: Wedbush Securities' Dan Ives
▼ + stars: | 2023-08-03 | 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's service performance could see double-digit growth in 2024: Wedbush Securities' Dan IvesDan Ives, Wedbush Securities managing director, joins 'Closing Bell' to discuss what to look for in Apple's upcoming earnings report, Apple's attempt to gain market share in China, and Apple's attempt to expand its margins.

Persons: Dan Ives Dan Ives Organizations: Wedbush Securities Locations: China

☆ We are in a fourth industrial revolution, says Wedbush's Dan Ives on LK-99 hype
▼ + stars: | 2023-08-02 | 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 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

☆ Apple, Microsoft remain world's top 2 companies by market cap
▼ + stars: | 2023-08-01 | by ( ) www.reuters.com time to read: +2 min

REUTERS/Mike Segar/File PhotoAug 1 (Reuters) - Tech giants Apple (AAPL.O) and Microsoft (MSFT.O) remained the top two global companies by market capitalisation at the end of July after riding this year's rally in technology shares. Strong quarterly earnings from companies such as Alphabet (GOOGL.O), Meta Platforms (META.O), chipmaker Intel (INTC.O) and chip equipment maker Lam Research (LRCX.O) lifted overall market sentiment last month. Facebook-owner Meta's market cap jumped more than 10% in July, thanks to the company's rosy revenue forecast and robust ad revenue growth in the second quarter. Its market cap stood at $2.49 trillion at the end of July. Refinitiv data shows 69% of large- and mid-cap U.S. companies have surpassed analysts' Q2 earnings estimates so far, with the tech sector accounting for 82% of these positive surprises.

Persons: Mike Segar, Rush, Dan Ives, JP Morgan Chase's, Patturaja Murugaboopathy, Gaurav Dogra, Susan Fenton Organizations: Apple, Grand Central, REUTERS, Tech, Microsoft, Intel, Lam Research, Facebook, Reuters Graphics Microsoft, Wall, First Republic Bank, Thomson Locations: New York City, U.S, Bengaluru

☆ Wedbush's Dan Ives lays out his expectations for tech earnings this week
▼ + stars: | 2023-07-31 | 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 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

☆ Palantir stock up 10% as company rides A.I. craze
▼ + stars: | 2023-07-31 | by ( Ashley Capoot | ) www.cnbc.com time to read: +3 min

Palantir, a data analytics company best known for its work with the U.S. government's defense and intelligence agencies, offers a number of AI-powered services for organizations across public and private sectors. Shares of Palantir popped 10% Monday as the company continues to capitalize on investors' hopes for its artificial intelligence software ahead of its earnings report next week. In an interview with CNBC's "The Exchange" Friday, Dan Ives, managing director of equity research at Wedbush Securities, described Palantir as "the [Lionel] Messi of AI," referencing the pro soccer player. Ives said there is a "golden path" for the company to monetize, adding in a note that Palantir has built "an AI fortress that is unmatched." "This is an arms race of a different kind, and it has begun," Karp wrote.

Persons: Alex Karp, CNBC's, Dan Ives, Lionel, Messi, Ives, Palantir, Karp, William Blair, SPACs Organizations: Palantir Technologies Inc, P Global, U.S, Wedbush Securities, New York Times, Palantir Locations: Houston , Texas, A.I, U.S

☆ Billionaire CEO of military technology supplier Palantir advocates for AI weapons: 'We must not grow complacent'
▼ + stars: | 2023-07-31 | by ( Will Gendron | ) www.businessinsider.com time to read: +4 min

Alex Karp, the billionaire CEO of Palantir, took to The New York Times to advocate for the development of AI weapons. Palantir has interest in the matter, as it is a major supplier of technology to the military. In March, a number of tech and business executives — Elon Musk and Steve Wozniak, included — signed an open letter calling for a pause on advanced AI development as the launch of OpenAI's GPT-4 sent shockwaves through the industry. But Alex Karp, Palantir's billionaire CEO, says these fears are secondary to the benefits of AI, particularly when it comes to using the technology to protect the United States through military applications. He said the current debate was similar to the "Oppenheimer moment," likening the development of AI to that of nuclear devices.

Persons: Alex Karp, Palantir, — Elon Musk, Steve Wozniak, —, Karp, Biden, Yann LeCun, Bill Gates, Marc Andreessen, Gates, Andreessen, " Karp, Dan Ives Organizations: The New York Times, Morning, New York Times, Google, Times, Wedbush Securities Locations: United States, Amazon, China, States, Palantir's

☆ A key test for EV sales and the adoption curve is coming
▼ + stars: | 2023-07-30 | by ( Tim Mullaney | ) www.cnbc.com time to read: +10 min

The company says it will reach 400,000 cumulative units of EV production by early 2024 and that its EV business will reach profitability by 2025. "They have dozens of EV models over the next two to three years. watch nowAmong analysts who believe the stock is due for a bigger drop, expected EV sales disappointment is among the factors. But GM's EV plans come as Ford announced it is slowing down its plans to expand EV production to a 600,000 annual rate. "This will be the first year U.S. EV sales reach 1 million," Downey said.

Persons: Scott Mlyn, Brian Downey, Autotrader, Ford, Dan Ives, It's, they'll, Morgan Stanley, Adam Jonas, Mary Barra, Adam Jones, Colin Langan, Garrett Nelson, Chad Lyons, Lyons, Katie Minter, Rebecca Cook, Reuters Paul Jacobson, Jacobson, Ives, Downey, Tesla, Barra, they're, they've, Cox, Goodcarbadcar.net . Ford Organizations: Silverado, New York Auto Show, CNBC, General Motors, Cox Automotive, Kia, Porsche, Hyundai, Chevrolet Silverado, Wedbush Securities, Investors, GM, United Auto Workers union, Wall Street, Deutsche Bank, GMC Hummer EV, Chevy Silverado, GMC Sierra EV, Chevy Blazer, GMC, Blazers, Jaguar, Audi, North American, Reuters, EV, Cox, Ford's, Ford, Goodcarbadcar.net, Volkswagen, BMW – Locations: Detroit, Detroit , Michigan, U.S

☆ Lessons from earnings season: 2Q was the bottom and the rest of year is looking strong
▼ + stars: | 2023-07-28 | by ( Bob Pisani | ) www.cnbc.com time to read: +4 min

Earnings at the half: Second quarter is the trough quarter, and the second half looks strong. At the halfway point for second quarter earnings, the feared recession and earnings apocalypse has faded away as the soft landing is now consensus. The second quarter is the bottom for earnings The second quarter is expected to see earnings decline 6.8% from a year ago, according to Refinitiv. About 80% of the companies are beating earnings estimates, slightly higher than the historic average. Investors are always asking: is the earnings trend up, down, or sideways?

Persons: Tajinder Dhillon, Dhillon, Dan Ives, Clark Organizations: Merck, Investors, Refinitiv, Big Tech, Dow, MMM, Kimberly, Whirlpool Locations: Wedbush, 2H23

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