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Traditionally, value investing and growth investing are considered two distinct investment strategies. Value investors look for stocks they believe the market has undervalued and may be trading for less than their "intrinsic" value. Value investors often employ "bottom-up" investing, which focuses on individual companies rather than the overall market or industry. Growth investing focuses on companies expected to grow at an above-average rate compared to other companies. Is there a way to introduce a margin of safety to a growth stock using options?
Persons: Dan Ives, Jensen Huang, Vince Lombardi Organizations: Nvidia, Intel Locations: Wedbush
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 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
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email'The party is just getting started' for AI: Wedbush's Dan Ives following Nvidia's blowout 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: Wedbush's Dan Ives, Brian Sullivan, Organizations: CNBC
Read previewIt's about to be a big week for Microsoft. Copilot and other AI features in WindowsWedbush analysts expect Microsoft to roll out more Copilot and AI features into its consumer and enterprise product stack. Related storiesIves said putting AI features into Windows will give developers the foundation to build AI use cases through Windows and, ultimately, Azure. Ives said the new AI Surface updates will start a new PC-driven cycle that's "AI-led, from Dell to Microsoft, and ultimately to Apple as well." But according to Ives, Microsoft will be a "showstopper."
Persons: , Dan Ives, Wedbush's, Wedbush, Ives, Google Organizations: Service, Microsoft, Google, Business, Windows, Oracle, Apple, Dell, Ives
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailApple is about to have a renaissance of growth, says Wedbush's Dan IvesDan Ives, Wedbush, joins 'Closing Bell' to discuss Microsoft and Apple following the former's event today and its build conference this week.
Persons: Wedbush's Dan Ives Dan Ives Organizations: Microsoft, Apple
US stocks traded mixed on Monday after last week's rally to record highs. Investors are preparing for a big week of AI updates, with Nvidia earnings on deck. Microsoft is set to unveil new product and AI updates at its 2024 Build conference. AdvertisementUS stocks were mixed on Monday, wavering slightly after last week's run to record highs in the wake of an encouraging April inflation report. Microsoft's 2024 Build Conference is the other big AI event of the week, and will showcase new hardware and software products from the company.
Persons: , Copilot, Dan Ives Organizations: Nvidia, Microsoft, Service, Investors, Excel, Federal, PMI Locations: Here's
Apple looks kind of ridiculous right now
  + stars: | 2024-05-15 | by ( Jordan Hart | ) 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. Apple, though, has kept pretty quiet about its own AI ambitions so far — and it's increasingly obvious. "The buzz around AI, and specifically GenAI, has been so deafening that Apple is noticeable by omission," Dipanjan Chatterjee, vice president and principal analyst at Forrester, told Business Insider. Still, if the rumors about OpenAI or Gemini iPhone integration are true, this week's "strong announcements actually would bode well for Apple," William Kerwin, an analyst at Morningstar, said. AdvertisementThe analyst told BI that the new iPad rollout is simply an "appetizer to the real meat and potatoes" of Apple's AI strategy, expected to be announced at the WWDC in June.
Persons: , Sam Altman's, Google's, Dipanjan Chatterjee, Forrester, Chatterjee, Gene Munster, it'd, Apple's, bode, William Kerwin, Siri, Dan Ives Organizations: Service, Big Tech, Business, Apple, Conference, Google, Deepwater Asset Management, Morningstar, Microsoft
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailGoogle still doesn't have an answer to Apple's AI-potential, says Wedbush's Dan IvesDan Ives, Wedbush, joins 'Power Lunch' to discuss the latest announcements from Google's i/O event and what it means for the stock and position in the AI mega cap sector.
Persons: Wedbush's Dan Ives Dan Ives
Microsoft is having its iPhone moment
  + stars: | 2024-05-10 | by ( Jordan Hart | ) www.businessinsider.com   time to read: +2 min
Microsoft is on the verge of a major turning point with Copilot, analysts said. Analysts from investment bank Wedbush Securities said in a note on Friday that they believe the tech giant is having its "iPhone moment" in AI. Related storiesFor Microsoft, Copilot might be the driver. AI is on track to change the tech industry forever, and they predict it will continue to push Microsoft cloud products like Azure forward. Microsoft Cloud generated $35.1 billion in revenue in the first quarter — up 23% year-over-year — and Nadella said investing in Copilot is part of the reason.
Persons: , they've, Satya Nadella, Dan Ives, Nadella Organizations: Microsoft, Service, Wedbush Securities, Apple, Nadella Locations: Copilot
The Biden administration is set to raise tariffs on China EVs from 25% to roughly 100%. Wedbush's Dan Ives told Bloomberg on Friday that China is very likely to retaliate against the move. Ives said rising competition from cheap Chinese EVs would pose risks to the US domestic EV market. AdvertisementChina is likely to retaliate against the move by President Joe Biden's administration to impose new tariffs on electric vehicles from China, says Wedbush's analyst Dan Ives. Legacy automakers would also take a hit given their large bets on EVs, so the tariffs would protect the Detroit car companies as well as Tesla.
Persons: Biden, Wedbush's Dan Ives, Ives, , Joe Biden's, Dan Ives, Tesla Organizations: Bloomberg, EV, Service, Street, Detroit Locations: China, Nio
The AI revolution is just starting, says Wedbush's Dan Ives
  + stars: | 2024-05-08 | 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 EmailThe AI revolution is just starting, 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
Steve Eisman told Bloomberg TV that Apple will benefit from the coming wave of AI-based applications. Prospects of an AI iPhone have spurred bullish calls among other analysts. AdvertisementApple is well positioned to exploit the second leg of artificial intelligence, as the technology starts to take the form of mobile applications, Steve Eisman said. Sacconaghi's bullishness preceded Apple's winning earnings, during which CEO Tim Cook teased big AI announcements to come. AdvertisementWhen it comes to AI, Eisman has previously touted big investments in infrastructure, which would benefit from the tech's massive power demand.
Persons: Steve Eisman, , everybody's, Neuberger Berman, we're, Eisman, Bernstein's, Toni Sacconaghi, Sacconaghi's bullishness, Tim Cook, Dan Ives Organizations: Bloomberg, Apple, Service, Nvidia, AMD, Cook, Co, Securities, Worldwide Locations: China
Apple just launched a $110 billion stock buyback program, the biggest in history. Apple's new stock buyback program is more than the value of Boeing, Airbnb, and Chipotle. AdvertisementApple just launched a $110 billion stock buyback, the biggest in stock market history. Since then, the company's stock buyback programs have reduced its total share count to 15.44 billion, and at current prices, this stock buyback program would retire an additional 600 million shares. To put in perspective just how big Apple's stock buyback program is, consider these companies that have a total market value of less than $110 billion.
Persons: , Apple, Dan Ives, Corey Lever, Eric Risberg, Chipotle, Gregory, Brandon Bell, Airbnb, ROSLAN RAHMAN Organizations: Apple, Boeing, Service, Greater, Waste, AP, Portland Press, Getty, Dell Technologies Dell, DELL Locations: Greater China, Oakland, Calif, , Texas
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
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
Tesla axes electric vehicle charging team
  + stars: | 2024-05-01 | by ( Hanna Ziady | Peter Valdes-Dapena | ) edition.cnn.com   time to read: +2 min
London/New York CNN —Tesla has abruptly fired the team running its electric vehicle charging business, raising doubts about the future of one of the largest US charging networks, which other carmakers, such as General Motors and Ford, have said they will also use. Tesla “has let our entire charging org go,” William Navarro Jameson, strategic charging programs lead at Tesla, wrote on X. Following an invitation by Tesla chief executive Elon Musk, virtually every big automaker in the United States has committed to making EVs compatible with Tesla’s charging technology, now known as the North American Charging Standard. In response, major EV charging providers such as Electrify America and EVgo have also announced they will begin building chargers with NACS cables. “What this means for the charging network, NACS and all the exciting work we were doing across the industry, I don’t yet know,” Jameson wrote in his post.
Persons: New York CNN — Tesla, Tesla “, ” William Navarro Jameson, Lane Chaplin, Tesla, Elon Musk, ” Jameson, Musk, Dan Ives, Organizations: New York CNN, Motors, Ford, The, Tesla, American, EV, Wedbush Securities, CNN Locations: London, New York, United States, America
Elon Musk has gained $36 billion in net worth over the last week, per Bloomberg. Musk is reaping the benefits after Tesla shares surged following his successful trip to China. download the app Email address Sign up By clicking “Sign Up”, you accept our Terms of Service and Privacy Policy . AdvertisementElon Musk is $36 billion richer following his recent trip to China. Three years later, he's now behind LVMH boss Bernard Arnault and Amazon founder Jeff Bezos, with a current estimated net worth of $202 billion.
Persons: Elon Musk, , Elon, Musk, Dan Ives, he's, Bernard Arnault, Jeff Bezos, Tesla Organizations: Bloomberg, Service, Tesla, SpaceX, Amazon Locations: China, China . China
And Musk notably skipped a recent visit to India, underscoring how important China is for Tesla. AdvertisementElon Musk's two-day trip to Beijing looks like a mutually-beneficial win for Tesla and for China — and a snub for India. AdvertisementMusk needs China — but China also needs Musk, as a sign that the country is open for business with high-profile US companies. Musk's visit was going to include an announcement about Tesla entering India, Reuters reported. AdvertisementMusk's India visit would have been a win for Modi, who is seeking to boost India's status as a manufacturing hub, especially as businesses leave China.
Persons: Elon Musk, , Elon Musk's, China —, Premier Li Qiang, That's, Tesla, Dan Ives, Ives, India Musk, Janet Yellen, Antony Blinken, Musk, crackdowns, Bain —, Narendra Modi, Musk's, Modi Organizations: Tesla, Service, India, Premier, Baidu, Reuters, EV, FSD, Financial Times, China, Communist Party, Gucci, Apple Locations: China, Beijing, India, Shanghai
Elon Musk made a surprise visit to China, meeting officials and striking a deal with Baidu. The deal brings Tesla a step closer to introducing its self-driving features in cars sold in China. AdvertisementElon Musk's surprise visit to China appears to have paid off. Elon Musk was taken by minibus to his private jet at Beijing airport on Monday after a surprise visit to China. Musk's battle planMusk's China visit came amid tough times for Tesla.
Persons: Elon Musk, Tesla, , Elon Musk's, Narendra Modi, Musk, Li Qiang, Greg Baker, Dan Ives, Wall, Telsa, Musk's, he's Organizations: Baidu, Service, Tesla, Bloomberg, EVs, Getty, Bloomberg TV, Business Locations: China, Beijing, India, AFP
Autopilot is available in China, but not the full FSD feature, which needs to comply with the country’s data security rules. “The economies of China and the United States are deeply integrated,” he said, according to an official readout of the meeting with the Tesla CEO. “Tesla is willing to further deepen cooperation with China and achieve more win-win results,” Musk told Li. Musk first met Li in 2018, when Tesla signed a deal with the Shanghai government to open a plant there. Since then, Musk has met with Li publicly at least five times, according to state media reports and government statements.
Persons: Hong Kong CNN — Elon Musk, Premier Li Qiang, Tesla, Musk, , Dan Ives, that’s, Ives, Antony Blinken, Xi Jinping, Li, China’s BYD, , ” Musk, Tesla’s, Ren Hongbin, Li Qiang Organizations: Hong Kong CNN, Premier, China Association of Auto Manufacturers, Baidu, Bloomberg, CNN, Beijing Auto, EV, Wedbush Securities, China Council, Promotion of International Trade Locations: China, Hong Kong, Beijing, United States, Shanghai, Weibo
(Photo by PAU BARRENA / AFP) (Photo by PAU BARRENA/AFP via Getty Images)U.S. cloud infrastructure provider Oracle is boosting its generative AI capabilities as cloud competition intensifies and more companies jump into AI. Oracle has been introducing generative AI capabilities into its cloud infrastructure and applications to complement the traditional AI already embedded in them. The generative AI capabilities can perform tasks such as generating financial reports and drafting job ads, improving productivity and reducing business costs, Oracle said. JPMorgan has said generative AI and AI could drive incremental IT spending and growth across the software landscape. "Generative AI services [are] basically a huge advantage comparing with our competition.
Persons: PAU BARRENA, ChatGPT, Rondy Ng, it's, Ng, Dan Ives, Ellison, Ives, Larry Ellison, Gartner Organizations: Mobile World Congress, MWC, Getty Images, Oracle, CNBC, Wedbush Securities, JPMorgan Locations: Barcelona, AFP, U.S
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 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
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
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
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