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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 '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 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
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
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
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
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
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
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
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
In today's big story, we're looking at the ultimatum Elon Musk gave Tesla's board amid a critical time for the company. The big storyElon's ultimatumREUTERS/Steve NesiusUltimatums rarely work in relationships, but what about between CEOs and the massive companies they run? Elon Musk is about to find out. Musk, who has roughly a 13% stake in the EV maker, said if his request isn't met, he'll "prefer to build products outside of Tesla." Meanwhile, Ross Gerber, a longtime Tesla bull, said it's "absurd" to think Musk doesn't already have control over Tesla and described his request as "blackmailing the Tesla shareholders."
Persons: , Antony Blinken, Elon Musk, Steve Nesius Ultimatums, Elon, isn't, didn't, Wedbush's Dan Ives, Musk's, Ross Gerber, Tesla, Dow Jones, George Glover, That's, cowering, Caspar Benson, Jamie Dimon, dory, Trump, Ray Dalio, Biden, Evan Spiegel's, Hokyoung Kim, They've, Kristen Stewart, Christopher Nolan, Maite Alberdi, Celine Song, Eugene Lee Yang, Dave Bautista, Kevin Costner, Estelle, AA Milne, Jay Chou, Jennifer Ortakales Dawkins Organizations: Service, Boeing, Business, Tesla, EV, Apple, Microsoft, Nvidia, Getty, Intellia Therapeutics, Shoals Technologies, JPMorgan, Biden, Bridgewater Associates, Trump, Alliance, Helicopter, BI, Sundance, Northern Trust Locations: Switzerland, Tesla, Northern
By demanding more power at Tesla, Elon Musk has effectively issued an ultimatum. AdvertisementElon Musk has issued an ultimatum to Tesla's board: hand over control of 25% of the votes, or he'll put the brakes on AI development. Musk claims the board has been delaying updating his compensation package until the court decides on a verdict. If the plan is rejected, it could be complicated for the board to give Musk what he wants. As Ives notes: "Musk is Tesla and Tesla is Musk."
Persons: Elon Musk, , he'll, Wedbush's Dan Ives, Tesla, Musk, Ives, xAI, Google's Bard, OpenAI's Organizations: Tesla, Service, EV Locations: Delaware
In today's big story, we're looking at the best investors when it comes to early-stage companies. The big storyPicking winnersCaterina Fake, Cindi Bi, and Suleman AliInvesting can be a crapshoot, especially when it comes to early-stage companies. AdvertisementThe investors, profiled by BI's Ben Bergman, Samantha Stokes, Rebecca Torrence, and Leena Rao, have an incredible track record for early-stage investing. Silicon Valley can be known to have a herd mentality, especially when it comes to venture investors. And yet, some of the best early-stage investors have proven to have far better success going out on their own.
Persons: , we've, Caterina Fake, Suleman Ali, BI's Ben Bergman, Samantha Stokes, Rebecca Torrence, Leena Rao, Joseph Aaron, cofounders, Tanja Ivanova, isn't, Chanos, Elon Musk, Jim Chanos, Tesla, Musk, Dan Ives, Goldman Sachs, Goldman, Brittany Hosea, Satya Nadella, Sam Altman, Philipp Schindler, Google's, Alyssa Powell, Michelle Obama, Betty White, Steve Harvey, Muhammad Ali, Benjamin Franklin, Al Capone, Calvin Harris, Charles Schwab, They've Organizations: Service, Business, Reuters, Getty, Elon, Tesla, Apple, Microsoft, Google, BI Locations: pant, San Francisco, Brittany, China, Davos, ChatGPT's
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWedbush's Dan Ives on why tech is at the start of a new bull marketDan Ives, Managing Director at Wedbush Securities, discusses his outlook for tech in 2024 and which stocks he's favoring the most.
Persons: Dan Ives Organizations: Wedbush Securities
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCybertruck 'does move the needle' for 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: Tesla, Wedbush's Dan Ives, Brian Sullivan, Organizations: CNBC
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNadella's handling of the OpenAI situation is a 'poker move for the ages', says Wedbush's Dan IvesConnie Loizos, TechCrunch editor-in-chief, and Dan Ives, Wedbush managing director, join 'Closing Bell Overtime' to talk Sam Altman returning to OpenAI, what this means for the company moving forward and what it means for the AI space as a whole.
Persons: Wedbush's Dan Ives Connie Loizos, Dan Ives, Wedbush, Sam Altman Locations: OpenAI
OpenAI is almost a shell company now, says Wedbush's Dan Ives
  + stars: | 2023-11-20 | 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 EmailOpenAI is almost a shell company now, says Wedbush's Dan IvesWedbush analyst Dan Ives and Ina Fried, chief technology correspondent at Axios, and CNBC's Steve Kovach join 'Power Lunch' to discuss OpenAl fallout and what it means for the tech sector.
Persons: Wedbush's Dan Ives, Dan Ives, Ina Fried, Steve Kovach Locations: Axios
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMusk 'touched the third rail', investor frustration reaching boiling point: 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
Watch CNBC's full interview with Wedbush's Dan Ives
  + stars: | 2023-11-09 | 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 Wedbush's Dan IvesDan Ives, Wedbush managing director, joins 'Fast Money' to talk his bullish position on Tesla.
Persons: Wedbush's Dan Ives Dan Ives, Wedbush
Tech stocks are in a bull market and could jump another 10%-12% by year-end, Wedbush's Dan Ives said. NEW LOOK Sign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. AdvertisementAdvertisementTech stocks are in the early stages of a bull market, and the sector is primed to stage a big rally by the end of this year, according to Wedbush's Dan Ives. That's recreating a "1995 moment" for the tech sector, the year the internet started to transform the space, Ives previously said. "We believe this is the beginning of the next tech bull market.
Persons: Wedbush's Dan Ives, , Ives, Richard Bernstein Organizations: Nasdaq, Service, Tech, Microsoft, CNBC, Richard Bernstein Advisors Locations: Gibraltar
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThis is going to be a tech bull market going into next year, 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 core business is intact, says Wedbush's Dan Ives
  + stars: | 2023-11-03 | 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 core business is intact, says Wedbush's Dan IvesDan Ives, Wedbush Securities, joins 'Squawk on the Street' to discuss why he is still a buyer of Apple's stock, the growth investors were looking for in the next quarter, and more.
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 EmailWatch CNBC's full interview with Wedbush's Dan Ives, Virtus Investment's Joe Terranova and CIC Wealth's Malcolm EthridgeDan Ives, Wedbush Securities analyst, Joe Terranova, Virtus Investment Partners chief market strategist, and Malcolm Ethridge, CIC Wealth Executive Vice Presiden, join 'Closing Bell' to discuss Apple ahead of the mega-cap reporting earnings after the bell and the broader markets.
Persons: Wedbush's Dan Ives, Virtus Investment's Joe Terranova, Malcolm Ethridge Dan Ives, Joe Terranova, Malcolm Ethridge Organizations: Virtus Investment's, Wedbush Securities, Virtus Investment Partners, Apple
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWedbush's Dan Ives on Apple: This is a golden opportunity to own the stock for the next yearDan Ives, Wedbush Securities analyst, Joe Terranova, Virtus Investment Partners chief market strategist, and Malcolm Ethridge, CIC Wealth Executive Vice Presiden, join 'Closing Bell' to discuss Apple ahead of the mega-cap reporting earnings after the bell and the broader markets.
Persons: Dan Ives, Joe Terranova, Malcolm Ethridge Organizations: Apple, Wedbush Securities, Virtus Investment Partners
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