Dan Ives on the Many Lives of AI

Oct 23, 2024

Dan Ives, Managing Director and Tech Analyst at Wedbush Securities, delves into transformative tech trends. He revisits the evolution of tech stocks from the dot-com era to now, emphasizing long-term investments. Ives discusses the impact of AI across various sectors, including energy and cybersecurity. He offers insights on Tesla's market challenges, Apple's AI potential, and the economic implications for giants like Google and Meta. The conversation also covers political influences on tech tariffs and market dynamics, reflecting the intricate relationship between technology and regulation.

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ANECDOTE

Early Tech Career

Dan Ives started covering tech during the dot-com bubble.
This experience taught him valuable lessons about tech stocks and market dynamics.

INSIGHT

Importance of Due Diligence

Thorough due diligence and extensive research, including customer interaction, are crucial for an analyst's success.
This approach allows analysts to develop informed theses, even if they go against the prevailing market sentiment.

INSIGHT

Investor Sentiment

Many tech investors seek bullish narratives, even if they've previously been bearish.
This behavior reflects the transformative period in tech, where investors look for opportunities.

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Dan Nathan is joined by tech analyst Dan Ives from Wedbush Securities. The conversation revisits their initial discussion from March 2023 on upcoming tech disruptions, examining changes from the dot-com bubble to present-day market players. Key topics include the evolution of tech stocks and the crucial role of long-term investments, along with critical insights into AI's ongoing transformation and its impact across sectors like energy, semiconductors, software, and cybersecurity. Tesla's market strategy and challenges, Apple's AI potential, and broader economic implications for tech giants like Google and Meta are also explored. The episode dives deep into the risks associated with Q3 earnings, focusing on market sentiment, CapEx trends, and strategic maneuvers of major tech firms. Political implications, including potential impacts of a Trump re-election on tariffs and tech, are discussed, underlining the complex interplay of regulatory pressures and market dynamics.

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