Dan Ives

In a riveting discussion, Dan Ives, a Senior Equity Analyst at Wedbush Securities, and Gene Munster, Managing Partner at Deepwater Asset Management, predict a $4 trillion valuation for tech giants boosted by AI innovations. They dive into Tesla's advancements in autonomous driving and the political shifts affecting market dynamics. Lisa Mateo adds her voice by delving into the media’s role in shaping business narratives. The trio uncovers both the immense potential and critical challenges facing the tech market and investors alike.

Dan Ives, managing director at Wedbush Securities, dives into Nvidia's latest earnings, showcasing its pivotal role in AI and what distinguishes Jensen Huang in the tech landscape. They discuss the recent dip in Nvidia's stock despite impressive growth and the competitive landscape with giants like Apple. Ives shares insights into technology production efficiency and stock buybacks affecting market volatility. Josh also teases his new book, exploring themes of prosperity and capitalism in today’s economy.

Dan Ives, a tech sector expert and Managing Director at Wedbush Securities, joins the conversation to dissect the latest in AI and market dynamics. He dives into DeepSeek's market influence and Nvidia's historic losses, sparking a debate on the shifting investment landscape. With insights on Tesla's future under Elon Musk and the competitive race for AI supremacy, Ives shares his vision for the transformative potential of robotics and cloud computing. The episode also highlights the market's evolving responses and the critical role of major tech players in shaping the future.

Dan Ives, Managing Director at Wedbush Securities and tech sector expert, shares insights on Tesla's current challenges and its market potential. He argues that Tesla is more than just a car company amidst skepticism over its projections. Ives also highlights Google as undervalued in the tech landscape and praises Palantir as a leading AI company. The discussion dives into the intersection of politics and cryptocurrency, emphasizing how public figures navigate this evolving landscape while consumer behaviors shift.

Joseph Wang, a macro expert, joins market trend commentator Thelastbearstanding, urban economic analyst Michael Kao, and tech analyst Dan Ives for an insightful discussion. They delve into the Federal Reserve's historic rate cut and its market implications. Topics include the state of inflation, the labor market’s slowdown, and the impact on housing. They also explore gold price trends amid geopolitical tensions and predict a bright future for tech stocks, driven by AI advancements and increased capital expenditures.

Dan Ives, Head of Global Technology at Wedbush Securities, shares his insights on Tesla’s stock performance and Elon Musk’s influence on the tech giant, emphasizing the effects of tariffs on the auto industry. Amanda Lynam, from BlackRock, discusses the current state of credit spreads and consumer sentiment amid concerns about a growth slowdown. Both guests analyze the potential economic ramifications of ongoing trade policies, highlighting the complexity of the U.S. market landscape.

Tech analyst Dan Ives and journalist Alex Kantrowitz discuss the meltdown of SNAP, Disney earnings, and breakdowns of big tech companies like Tesla, Alphabet, Microsoft, Meta, Apple, and Amazon.

In this engaging discussion, Dan Ives, Global Head of Technology Research at Wedbush Securities, dives into the tech sector's current struggles. He highlights the impact of tariffs and supply chain challenges on major companies like Nvidia and Apple, revealing revised earnings estimates. Ives raises concerns about the structural damage to the industry amid economic uncertainties. The conversation also touches on the resilience of certain stocks and the evolving landscape influenced by generative AI and market dynamics.

Dan Ives, Managing Director of Equity Research at Wedbush Securities, brings his tech stock expertise, while Stephanie Link, Chief Investment Strategist at Hightower Advisors, offers keen insights on market strategies. They dive into Apple's impressive 42% stock increase, despite mixed news. The duo also analyzes how a potential Trump presidency could shift tech markets, NVIDIA's booming AI chip demand, and Amazon's struggles with culture amidst its vast growth. Catch their take on the evolving tech landscape and investment opportunities!

Neil Dutta, Head of US Research at Renaissance Macro Research, delves into macroeconomic trends and forecasts a potential Federal Reserve rate cut. Dan Ives, Global Head of Technology at Wedbush Securities, discusses the alarming impact of new tariffs on tech giants like Apple and Dell, stressing how they could spiral costs and hamper supply chains. David Blanchflower, labor economist at Dartmouth, examines the implications for wages and employment in a high-tariff environment, raising critical questions about the labor market's resilience amid economic strain.