RiskReversal Pod Palantir: Meme or Maestro? A Conversation with Dan Ives
May 12, 2025
Dan Ives, Global Head of Technology Research at Wedbush, brings his expertise to discuss the turbulent tech market, analyzing falling markets and rising yields. He dives into earnings from giants like Microsoft, Amazon, and Apple, highlighting AI advancements and enterprise spending trends. Ives sheds light on Palantir's monetization hurdles amidst skepticism and examines the future of AI and autonomous vehicles. The discussion also touches on the strategic decisions shaping the evolving tech landscape and the competitive dynamics between leading tech companies.
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Tech Market Resilience Amid Tariffs
- The tech market faced an extremely negative period in April due to tariffs and supply chain issues.
- Spending trends in enterprise tech have held up surprisingly well despite fears of a downturn.
AI Boosts Cloud Growth Safely
- AI is driving significant growth in hyperscaler cloud services like Azure and AWS.
- Software remains a safe haven trade in the current volatile market due to strong enterprise demand.
Palantir: Real AI Deal Participant
- Palantir is heavily involved in many large AI enterprise deals with substantial contract sizes.
- Despite high valuation, Palantir’s technology and use cases set it apart as more than just a buzzworthy company.
