Dan Ives, Global Head of Technology at Wedbush Securities, delves into the current landscape of big tech earnings. He discusses Tesla's leadership dynamics, addressing rumors about CEO Elon Musk's potential replacement amidst assurances from the board. Ives also provides insights into the implications of the latest tech earnings reports on market sentiments. The conversation highlights the broader context of the U.S.-China trade relationship, touching on how tariffs shape investor confidence and the path ahead for tech giants.
38:55
forum Ask episode
web_stories AI Snips
view_agenda Chapters
menu_book Books
auto_awesome Transcript
info_circle Episode notes
insights INSIGHT
Trade War Hits Growth First
The growth hit from the trade war seems to be arriving before inflation increases. - This suggests the economy is slowing down as a primary effect of trade tensions.
insights INSIGHT
Retail vs Institutions in Market
Retail traders remain active with a buy-the-dip mentality in April. - Hedge funds and institutions have been more risk off, contrasting retail enthusiasm.
insights INSIGHT
Companies Pull Earnings Guidance
Companies are pulling their earnings guidance amid uncertainty, similar to the early pandemic stage. - This signals caution and reflects the evolving economic outlook.
Get the Snipd Podcast app to discover more snips from this episode
First published in 1934, Security Analysis is a seminal work in the field of finance that lays the intellectual foundation for value investing. The book, written by Benjamin Graham and David L. Dodd, distinguishes between investing and speculating, emphasizes the importance of thorough financial analysis, and introduces key concepts such as the 'margin of safety.' The sixth edition includes commentary from leading Wall Street money managers and a foreword by Warren E. Buffett, who has praised the book for its enduring relevance in modern markets.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMay 1st, 2025 Featuring: 1) Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, joins to talk "calm(er)" markets, labor data, and Investing Day. In the premarket, US equity futures rallied on stronger-than-expected tech earnings and relief over signs the Trump administration is stepping back from its harshest tariff threats. Tech giants added to investor optimism that deals between the US and its partners would limit the damage from President Donald Trump’s trade war, and traders boosted bets on Fed easing later this year. 2) Dan Ives, Global Head: Technology at Wedbush Securities, joins to talk big tech earnings and Tesla leadership. Tesla Chair Robyn Denholm denied a report that the board was looking to replace CEO Elon Musk, saying directors are "highly confident" in his ability. The denial came after a Wall Street Journal report that Tesla board members had contacted executive search firms to find a successor to Musk earlier this year. 3) Leland Miller, CEO at China Beige Book, joins to talk about his latest China data release, Trump's China tariffs play, and the president's willingness to pivot. President Trump acknowledged that his tariff program had a perception problem and posed a significant political risk, but he remained determined to push on. Trump stated that there was a "very good chance" he would strike a deal with China, but only "on our terms" and if it's "fair". 4) Brad Lander, NYC Comptroller & Mayoral Candidate, joins to discuss his NYC mayoral campaign, congestion pricing, Trump's tariffs, and other city issues. 5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ story on how AI is helping job seekers pivot to new careers and another story on a Sam Altman-Backed startup rolling out eyeball-scanning tech across the US.
Bloomberg Surveillance 